Wednesday, May 21, 2025
Tag:

Wesizwe Platinum

Ghost Bites (Alexander Forbes | Ethos Capital | Gemfields | Nutun | Renergen | Sasol | Stefanutti Stocks)

Renergen laughs in the face of cautionary announcement good practice with the ASP Isotopes offer. Sasol's capital markets day is worth a look. Numbers came in from Alexander Forbes, Ethos Capital, Nutun and Stefanutti Stocks. Gemfields released the prospectus for the rights offer.

Weekly corporate finance activity by SA exchange-listed companies

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

GHOST BITES (4Sight | Afrimat | Barloworld | Capitec | Emira Property Fund | Quilter)

Capitec's results are exceptional. The PIC is accepting the Barloworld offer. Afrimat had a really tough year. Quilter's net inflows were good enough to offset market moves. 4Sight announced a solid deal. Emira needs a new CEO.

Weekly corporate finance activity by SA exchange-listed companies

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

GHOST BITES (Anglo American | Choppies | Life Healthcare | Murray & Roberts | Renergen | Tharisa | Trematon)

Renergen scored an initial victory against Springbok Solar. Murray & Roberts is indeed a doughnut. Anglo's deal with Peabody is under fire. Life Healthcare has complex numbers. Tharisa's production came under pressure. Trematon's capital allocation looks off to me. Choppies is selling Choppies Zimbabwe.

GHOST BITES (Choppies | Investec | Momentum | Shaftesbury | South Ocean Holdings)

Investec's UK business dragged down the group numbers. Shaftesbury is selling part of its Covent Garden stake. Momentum had an exceptional period. Choppies is doing well and South Ocean Holdings certainly isn't.

GHOST BITES (Gemfields | Wesizwe Platinum)

At the worst possible time, the Zambian government has driven a stake through the heart of Gemfields. At Wesizwe Platinum, going concern status still rests on a regulatory approval in China.

GHOST BITES (African Rainbow Capital | Boxer – Pick n Pay | Labat Africa | Nedbank | Renergen | Sabvest | South32 | Thungela)

African Rainbow Capital released a portfolio update. Nedbank and Thungela gave important pre-close updates. There's also news from Boxer, Renergen, Sabvest, South32 and Labat Africa
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