Monday, April 28, 2025
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OUTsurance

Ghost Wrap #65 (Transaction Capital | Sun International | Thungela | OUTsurance)

This episode of Ghost Wrap brings you the latest on Transaction Capital, Sun International, Thungela and OUTsurance. Ghost Wrap is brought to you by Mazars.

Ghost Bites (Brait | Bytes | Discovery | JSE | MC Mining | Merafe | OUTsurance | Sibanye-Stillwater | STADIO | Sun International |...

On a very busy day of company news, we saw numbers come in from Discovery, JSE, Merafe, OUTsurance, STADIO, Sun International and Thungela. There's corporate activity at Brait, MC Mining and Sibanye-Stillwater.

Ghost Bites (Exxaro | Grindrod | Lighthouse Properties | OUTsurance | Sanlam | STADIO | Sun International | Trellidor)

Solid earnings came in from Grindrod, Sanlam, STADIO and even Trellidor if you focus on the debt. Look out for Exxaro, OUTsurance, Sun International and Lighthouse Properties as well.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed 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 (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.

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 (Adcorp | enX | Glencore | MTN | OUTsurance)

Adcorp is facing margin pressure. enX thinks it can sell Eqstra within the next year. Glencore has affirmed production guidance for most of its commodities. MTN is really struggling in Nigeria. OUTsurance increased its stake in Australia.

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