Monday, April 28, 2025
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Santova

Weekly corporate finance activity by SA exchange-listed companies

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

Ghost Bites (Brimstone | enX | Kore Potash | Sasol)

Sasol shareholders are still suffering. There's good news at Kore Potash. Brimstone has reduced its stake in Equites. enX released the Eqstra circular.

Ghost Bites (Alphamin | BHP | Grindrod Shipping | Lewis | Novus | Sea Harvest – Brimstone)

Alphamin and Lewis released important numbers. Novus declared a special dividend. Grindrod Shipping gave a shipping rates update. BHP responds to media reports on the dam failure. Sea Harvest and Brimstone released circulars.

Ghost Bites (AVI | Bowler Metcalf | Cashbuild | Clicks | Jubilee Metals | Karooooo | Woolworths)

AVI, Cashbuild, Clicks and Woolworths all gave us insights into the state of South African consumers and where they are spending money. Karooooo released important quarterly numbers.

Ghost Bites (BHP | Kore Potash | Motus | Richemont)

Richemont blew the market away with a positive surprise. Motus' earnings are way down, but this was expected. BHP has a few production headaches. Kore Potash is still hanging on for that EPC contract.

Ghost Bites (Metair | Northam)

Metair has appointed a new CEO to help stabilise the company after a terribly unlucky period. Northam has significantly increased production, especially in third party purchases.

Ghost Wrap #51 (Santova | Spear REIT | Bytes Technology | Super Group | Clicks)

You need just five minutes of your day to catch up on the latest news and my views on Santova, Spear REIT, Bytes Technology, Super Group and Clicks. Ghost Wrap is brought to you by Mazars.

Ghost Bites (Afrimat | Balwin | Clicks | Kibo Energy | Mantengu | Nu-World | Oceana)

Afrimat, Balwin, Clicks, Nu-World and Oceana all released important numbers. Kibo Energy sold shares in MED to raise money. Mantengu has locked in a R500 million equity investor.

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