Tag:
Sibanye-Stillwater
Ghost Bites
Ghost Bites (ArcelorMittal | Brait – Ethos Capital | Sibanye-Stillwater | Spear – Emira | Tongaat Hulett)
ArcelorMittal could be the bravest GNU play of all. Spear releases the Emira circular. Sibanye concludes the s189. Brait and Ethos are moving forward with their plans. Tongaat Hulett might remain listed, but why bother?
Ghost Bites
Ghost Bites (African Rainbow Capital | Kibo Energy | Novus | Sibanye-Stillwater | The Foschini Group)
The Foschini Group worked hard for the bankers this year, but underlying momentum is strong. ARC's portfolio is mostly doing well. Sibanye is increasing balance sheet flexibility. Kibo Energy and Novus released news as well.
Ghost Bites
Ghost Bites (British American Tobacco | Copper 360 | Momentum Metropolitan | MultiChoice | Pan African Resources | RCL Foods)
British American Tobacco had a rough first half but has guided for a better second half. MultiChoice released the Canal+ offer circular. RCL Foods is unbundling Rainbow. Look out for Copper 360, Momentum Metropolitan and Pan African Resources as well.
Ghost Bites
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.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites
Ghost Bites (Anglo American – BHP | Finbond | Impala Platinum | Invicta | Oasis Crescent | Reinet | Renergen | Sibanye-Stillwater)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Anglo American's board rejects the BHP proposal (JSE:...
Ghost Bites
Ghost Bites (Kibo Energy | Nu-World | Schroder | Sibanye-Stillwater)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Kibo Energy's subsidiary Mast is making progress -...
DealMakers
Froneman bets on guilt free hydrogen
What was once a debate over carbon price and emissions trading has evolved into an industrial policy competition.
