Tag:
Absa
Ghost Bites
Ghost Bites (Absa | EPE Capital Partners | Lighthouse | Metair | Remgro | RFG Holdings)
Absa underperformed its peers in 2023. Investment holdcos EPE Capital Partners and Remgro both struggled. Metair is turning the corner. Pricing increases kept RFG Holdings in the green. Lighthouse is on the acquisition trail.
DealMakers
ANSARADA DealMakers Shortlisted Nominees for 2023
Who will emerge as winners at the ANSARADA DealMakers Annual Awards on 13 February 2024?
Ghost Wrap
Ghost Wrap #57 (British American Tobacco | Absa + Nedbank | Transaction Capital | Spur | Murray & Roberts)
Going into more detail than usual this week, I covered the outlook at British American Tobacco, the recent banking updates, the state of play at Transaction Capital, exciting stuff at Spur and improvement at Murray & Roberts. Ghost Wrap is brought to you by Mazars.
Ghost Bites
Ghost Bites (Absa | Anglo American | Anglo American Platinum | Kumba Iron Ore | Murray & Roberts)
It was a day filled with mining updates from the Anglo American group, along with a positive update from Murray & Roberts and tough guidance at Absa.
Ghost Bites
Ghost Bites (Burstone | Growthpoint | Old Mutual | Pan African Resources | Primeserv | Reunert | RFG Holdings | Textainer)
The September results are flying in thick and fast, along with important operational updates. Look out for Growthpoint, Old Mutual, Pan African Resources, Reunert and RFG in particular.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites
Ghost Bites (Adcorp | AEEI | Calgro | Cashbuild | Insimbi | Octodec | Raubex | Renergen | Schroder European Real Estate)
Adcorp, Calgro, Cashbuild, Insimbi and Raubex all gave earnings updates. Renergen responded to critics. AEEI could be going private.
Ghost Bites
Ghost Bites (Absa | Sable Exploration and Mining | Transcend Property + Emira | Trustco)
Absa implemented its B-BBEE deal. Sable announced a joint venture opportunity. Transcend and Emira released the joint buyout circular. Trustco is converting debt to equity.
