Tag:
Tharisa
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites
Ghost Bites (Bidcorp | Dipula Properties | Emira Property Fund | Gold Fields | Harmony Gold | PBT Holdings | Purple Group | RFG...
Bidcorp and Woolworths released encouraging numbers. Purple is charging up the J-curve. Gold Fields hosted a capital markets day, while Harmony Gold's numbers showed why they are lagging behind. Look out for Dipula and Emira in property, along with PBT Holdings, RFG Holdings, RMB Holdings and Stefanutti Stocks on a busy day of news.
Ghost Bites
Ghost Bites (Exemplar REITail | Octodec | Omnia | PPC | Raubex | Shoprite | Sibanye-Stillwater | Telkom | Tiger Brands | Vodacom)
In the grocery sector, we saw Shoprite with a quarterly update and Tiger Brands with a bullish narrative. In telcos, Vodacom had a great period and Telkom has built on the success of last year. Look out for Exemplar REITail and Octodec in property, along with Omnia, PPC and Raubex from the "real" economy. Finally, Sibanye settled with Appian.
Ghost Bites
Ghost Bites (Bytes Technology | CMH | Ninety One | Santova | Tharisa)
CMH has dropped its dividend in favour of massive share buybacks. Bytes Technology is desperate for a moat. Ninety One's AUM has grown considerably. Santova disappointed the market.
Ghost Bites
Ghost Bites (Altron | Blu Label | Gemfields | Jubilee Metals | Mondi | Sirius | Tharisa | Vunani)
Mondi had a truly awful day. Blu Label released financial targets for Cell C. Altron flagged solid growth in earnings and Sirius also released a financial update. Gemfields just cannot catch a break. Vunani is merging its fund management business with Sentio. Tharisa has won in court against SARS. Jubilee Metals gave an update on its portfolio and SA disposal.
Ghost Bites
Ghost Bites (Old Mutual | Orion Minerals | Tharisa)
Tharisa is transitioning to underground mining over the next decade. Orion Minerals increased the size of its capital raise once more. Old Mutual's new share repurchase programme is a good excuse to understand more about repurchases in general.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
