Tag:
Trustco
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 (Advtech | Gold Fields | Italtile | MTN | Southern Palladium)
MTN's share price has taken another knock. Advtech and Gold Fields have positive stories to tell, but the same can't be said for Italtile, where the manufacturing business is under immense pressure. Southern Palladium has been granted a mining right.
Ghost Bites
Ghost Bites (ASP Isotopes | Glencore | Sasol | Sabvest | Super Group)
Sasol's earnings tripled sequentially in H2. Glencore made a killing in the six months to June. Sabvest has kept on delivering, while Super Group has lived up to its name. ASP Isotopes is in full storytelling mode, with all eyes on helium.
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 (Hammerson | Hyprop | Trustco)
As expected, Hyprop increased the size of the capital raise. Hammerson has recycled capital at a premium to book. Trustco's investment in Meya Mining is in serious trouble. In the Nibbles: MAS, Prosus and more.
Ghost Bites
Ghost Bites (Hudaco | Optasia | Supermarket Income REIT)
Hudaco's consumer-related products segment boosted the interim period. There are signs of life at Optasia, but I'm waiting for detailed results. Supermarket Income REIT has refinanced £445 million in debt.
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 (Remgro | South32)
South32 is getting out of the aluminium sector - and the market really likes the deal. Remgro has concluded the Mediclinic restructure.

