Tag:

Sirius Real Estate

Ghost Bites – all eyes on MTN

With MTN's share price suffering a nasty correction in response to the release of results by MTN Nigeria and MTN Ghana, it's worth digging into these issues in detail.

Ghost Bites (Datatec | Metair | Telkom)

Telkom's first quarter is a strong foundation for the rest of the year. Metair's restructuring efforts are taking hold. Datatec has expanded further in the US.

Bumper Ghost Bites Edition (African Rainbow Minerals | Anglo American | Cashbuild | Fairvest | Kumba Iron Ore | Mr Price | Pepkor |...

In this edition of Ghost Bites: African Rainbow Minerals to invest heavily in two South African projects Anglo American needs a strong second half in copper Cashbuild's...

Ghost Bites (ASP Isotopes | CA Sales | Hyprop | Mantengu | Sappi | Sirius Real Estate)

Hyprop shows that destination shopping can take the fight to eCommerce. ASP Isotopes and Sappi have significant deal news, while Sirius Real Estate and CA Sales are doing the type of deals that those groups are known for. Mantengu is very unhappy with its auditors.

Who’s doing what this week in the South African M&A space?

Weekly summary of Merger & Acquisition activity by South African companies.

Ghost Bites (CA Sales | Premier | Stor-Age | Vukile Property)

Vukile is doing well everywhere, while property sector peer Stor-Age's strong local performance is being diluted by tough conditions in the UK. It's Chuckles all round for Premier investors thanks to the Millbake numbers. CA Sales is dipping into digital with a new acquisition.

Ghost Bites (Alexforbes | Master Drilling | MC Mining | Novus | Trematon)

Alexforbes posts single-digit growth. Master Drilling has declared a dividend based on recent trading conditions. MC Mining is raising debt from two shareholders. Novus has a small earnings decline. Trematon found a buyer for Generation Education.

Ghost Bites (Copper 360 | Merafe | Momentum | Pan African Resources | Sirius Real Estate | Tiger Brands)

Tiger Brands put in an exceptional margin performance. Sirius Real Estate had a busy period of deals. Pan African Resources had a record year of cash flow, but the market hated the guidance. Momentum is still living up to its name. NERSA has thrown Merafe a lifeline. Copper 360 finds no love in the market.