Tag:
Sabvest Capital
Ghost Bites
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
Ghost Bites (AB InBev | Astral | BHP | Impala Platinum | Renergen | Sable Exploration and Mining | Sasfin | Woolworths)
On an exceptionally busy day of news, major updates came in from AB InBev, Astral Foods, Impala Platinum, Renergen, Sasfin and Woolworths.
Ghost Bites
Ghost Bites (Jubilee Metals | Markus Jooste | PSG Financial Services | Redefine | Rex Trueform)
Jubilee reported record production but it didn't help. Markus Jooste got the maximum fine by the JSE. PSG released high quality numbers. Redefine won an arbitration in Poland. Rex Trueform is looking interesting these days.
Ghost Bites
Ghost Bites (Dis-Chem | Nampak | Tharisa | Tradehold | Tongaat)
Get ready for a more technical Ghost Bites than usual, as you learn about H2 vs. H1 numbers (Dis-Chem), assessing headline earnings (Tharisa), NAV per share (Tradehold), business rescue (Tongaat) and more.
Ghost Bites
Ghost Bites (Afrimat | Coronation | Datatec | Grindrod Shipping | Investec | Investec Property Fund | Netcare | Purple Group | Sanlam)
Investec, Netcare and Sanlam reported strong numbers. Afrimat and Investec Property Fund took a knock in this environment, with Grindrod shipping now in the red. Coronation, Datatec and Purple Group also had important updates.
Ghost Bites
Ghost Bites (Astoria | Bytes | CA Sales | Calgro | OUTsurance | Nampak | Master Drilling | RFG Holdings | Transaction Capital)
Astoria has a story to tell, as do CA Sales Holdings and Master Drilling. There are also important updates from Calgro, OUTsurance, Nampak, RFG Holdings and Transaction Capital.
Ghost Wrap
Ghost Wrap #16 (Transaction Capital | Sun International | AngloGold + Gold Fields | Hyprop | Sabvest Capital | STADIO | Caxton | Balwin)
Aside from Transaction Capital dominating the headlines, there was good news from Sun International, STADIO, Caxton and Sabvest. Gold Fields and AngloGold announced a JV. Hyprop missed an interim dividend. The outlook for Balwin is worrying.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
