Monday, April 28, 2025
Tag:

Mantengu Mining

Ghost Bites (Discovery | Glencore | JSE | MTN | Quilter)

MTN is now severely loss-making. Glencore is keeping its coal and carbon steel assets. Quilter is going from strength to strength. The JSE's margins are under pressure. Discovery is restructuring Vitality.

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 (Curro | Mantengu Mining)

Curro's earnings have finally recovered to 2020 levels, but 2019 levels are still a long way off. Mantengu Mining's Birca Copper deal is in serious doubt.

Ghost Bites (AB InBev | ArcelorMittal | Capital & Regional | Mondi | Mpact | MTN Ghana)

AB InBev's EBITDA margins are up. ArcelorMittal is in emergency mode. Mondi's EBITDA is lower. Capital & Regional increased its dividend. Mpact found a buyer for Versapak. MTN Ghana is much better than MTN Nigeria.

Ghost Bites (Alphamin | Barloworld | Collins Property | Datatec | Exemplar | Mantengu Mining | Pick n Pay | RH Bophelo | Tiger...

Pick n Pay's financial woes and a sideways result at Tiger Brand's core led the day, with news also coming in from Alphamin, Barloworld, Collins Property, Datatec, Exemplar, Mantengu Mining and BH Bophelo.

Ghost Bites (BHP – Anglo American | Calgro M3 | Insimbi | Mantengu Mining | Raubex | Stor-Age | Vodacom | WeBuyCars)

BHP's sweetened deal for Anglo was rejected again by the board. Numbers came in from Calgro M3, Raubex, Vodacom and WeBuyCars. Look out for news from Insimbi, Mantengu Mining and Stor-Age as well.

Ghost Bites (AngloGold | DRDGOLD | Novus | Sibanye-Stillwater | Trematon)

Gold updates came in from AngloGold and DRDGOLD, with Sibanye releasing a set of very disappointing numbers in the mining sector. Novus announced an acquisition and Trematon released a trading statement.

Ghost Bites (BHP | Jubilee Metals | Mantengu Mining | Oceana | Orion Minerals | PSG Financial Services | Sibanye Stillwater | Sun International)

Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Copper, iron ore and energy coal are on...

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