Tag:
Weaver Fintech
DealMakers
South Africa’s retail revolution
Retailers are divesting non-core assets to fund complementary bets: fintech stacks, AI-driven personalisation, and last-mile tech.
Ghost Bites
Ghost Bites (ADvTECH | Jubilee Metals | Merafe | Primary Health Properties – Assura | Sasol | Sirius Real Estate | Weaver)
Sasol's trading statement got the market excited, while Weaver's numbers got me excited! Primary Health got the Assura deal across the line. Sirius Real Estate has done a large deal in the UK. ADvTECH put out strong numbers, while Merafe is really struggling. Jubilee Metals sent out the circular for the PGM and chrome disposal.
Ghost Bites
Ghost Bites (FirstRand | Gold Fields | Impala Platinum | MAS | Mpact | MultiChoice | Weaver Fintech)
MAS shareholders have a Prime Kapital offer to chew on. Gold Fields' HEPS more than tripled, but Impala Platinum's earnings dropped. Mpact needs a big second half. Weaver Fintech is flying. FirstRand's share price overhang seems to be gone. MultiChoice is restructuring Phuthuma Nathi's stake.
