Tag:
Conduit Capital
Ghost Bites
Ghost Bites (Castleview | Crookes Brothers | Grindrod | Lighthouse | Marshall Monteagle | Nampak | Nictus | PBT Group | Resilient | SA...
Nampak's continuing operations are profitable. Resilient, Lighthouse, Castleview and SA Corporate gave property updates. PBT Group has some margin pressure. Crookes looks much better. There's news from Grindrod, Marshall Monteagle and Nictus as well, along with loads of Little Bites.
Ghost Bites
Ghost Bites (Attacq | Brait | Exxaro | KAP | Nedbank | RECM and Calibre)
Nedbank, Exxaro and Attacq released pre-close updates. KAP is taking strain in Safripol. Brait needs more time to realise assets. Look out for RECM and Calibre news as well.
Ghost Bites
Ghost Bites (MultiChoice – Sanlam | Sephaku | Southern Palladium | Stor-Age | Telkom | Thungela)
MultiChoice and Sanlam have done an interesting insurance deal. Look out for numbers from Sephaku, Stor-Age, Telkom and Thungela, along with drilling results from Southern Palladium.
Ghost Bites
Ghost Bites (enX | Gold Fields | Mr Price | Novus)
Mr Price lacks clear strategic direction. Gold Fields is being hurt by the weather. enX announced a special distribution. Novus updated its earnings range.
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 (African Rainbow Capital | Kibo Energy | Novus | Sibanye-Stillwater | The Foschini Group)
The Foschini Group worked hard for the bankers this year, but underlying momentum is strong. ARC's portfolio is mostly doing well. Sibanye is increasing balance sheet flexibility. Kibo Energy and Novus released news as well.
Ghost Bites
Ghost Bites (African Media Entertainment | AYO Technology | Pepkor | Reinet | Spear REIT | Vukile – Capital & Regional – Growthpoint)
Pepkor is becoming increasingly reliant on credit. Look out for property updates from Spear and Vukile. African Media Entertainment is doing well, as is Reinet.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
