Monday, April 28, 2025
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Lesaka Technologies

Who’s doing what this week in the South African M&A space?

Weekly summary of Merger & Acquisition activity by South African companies

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 (Bowler Metcalf | DRDGOLD | Lesaka | MTN | MultiChoice)

There's M&A news of very different kinds at Lesaka, MTN and MultiChoice. DRDGOLD's earnings growth is modest, unlike at Bowler Metcalf with great operating leverage.

Ghost Bites (Lesaka Technologies | Marshall Monteagle | RMB Holdings | Shaftesbury | Transaction Capital)

The biggest news of the day was not just the results at Transaction Capital, but the significant strategic steps that the group might be taking. Also look out for the likes of Shaftesbury and RMB Holdings, with a leadership change at Lesaka as well.

Ghost Bites (Alexander Forbes – OUTsurance | Argent Industrial | AVI | De Beers (Anglo) | Investec | Lesaka Technologies | MiX Telematics)

Alexander Forbes is buying OUTvest. De Beers sales are plummeting. Look out for results from Argent Industrial, AVI and MiX Telematics, as well as upgraded earnings guidance from Investec.

Unlock the Stock: Lesaka Technologies

Lesaka Technologies joined the Unlock the Stock platform for the first time to talk about the company results and strategy. The session included a vibrant Q&A.

Weekly corporate finance activity by SA exchange-listed companies

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

Ghost Bites (Harmony Gold | Lesaka Technologies | Southern Sun | The Foschini Group | Transaction Capital | Universal Partners)

Transaction Capital is in the toilet while Universal Partners is reinventing it. Lesaka needs more profits. Southern Sun is doing well. The Foschini Group counts the cost of load shedding.

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