Thursday, May 1, 2025
Tag:

Trustco

GHOST BITES (ASP Isotopes | Delta Property Fund | Finbond | Impala Platinum | Merafe – Glencore | Renergen | YeboYethu)

ASP Isotopes is an exciting new JSE listing. Implats, Merafe-Glencore and Renergen gave mining sector updates. Finbond wants to raise up to R2bn in preference shares. YeboYethu enjoyed a higher Vodacom share price. Delta Property Fund sold a property.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies

GHOST BITES (Assura – Primary Health Properties | AVI | Merafe | Mpact | Sun International | Texton)

AVI remains the operating leverage champion. Sun International had a great end to 2024. Mpact's Plastics business had an ugly year and so did Merafe. Texton is sitting on quite a cash pile. Suitors are circling Assura - including Primary Health Properties.

GHOST BITES (Harmony Gold | Merafe | Pepkor | Schroder European Real Estate | Super Group | Vodacom)

Harmony is on track to exceed full year production guidance (JSE: HAR) This is what the market likes to see Harmony Gold has updated the market...

GHOST BITES (Coronation | Mr Price | Quilter | Vukile)

Coronation's AUM has moved sharply higher and Quilter also has a great story to tell about growth in that sector. Mr Price is winning market share and had a strong finish to 2024. Vukile's Spanish property acquisition may still go ahead in the aftermath of floods.

GHOST BITES (Hudaco | Murray & Roberts | South32 | Trustco)

Hudaco kicks the year off with an acquisition in South Africa (JSE: HUD) There are potential synergies with other Hudaco businesses in terms of route...

GHOST BITES (Naspers – Prosus | Schroder European Real Estate)

Naspers and Prosus took a knock from the US government designating Tencent as a military company - and I bought the dip. Schroder European Real Estate sold a mall in Germany.

GHOST BITES (London Finance & Investment Group | Powerfleet | Schroder European Real Estate)

London Finance & Investment Group is set to delist. Powerfleet has given an idea of what its enlarged group now looks like financially. Schroder European Real Estate is fighting with French tax authorities.
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