07 June 2021
Jubilee Metals has been highly rewarding for shareholders, but it took a long time to happen. The company has announced an acquisition of more PGM tailings.
Coronation has bought more shares in Tower despite the company being under offer. What practical lessons can we learn from this deal?
Stack Overflow is one of the 50 most-visited websites in the world. Combined with high levels of user engagement, that was enough to catch the eye...
Mondi has signed a €750 million revolving credit facility, with the cost of debt varying based on achievement of certain sustainability targets.
The G7 agrees on a minimum tax for global tech giants.
04 June 2021
Stadio's investment in CA Connect has far exceeded expectations, but an earn-out structure means that Stadio shareholders aren't reaping all the benefits.
The window for s12J investments is closing. In Episode 28 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla get to grips with the s12J...
Tesla has lost market share and Twitter is offering dubious features as part of a subscription service. Big brands don't always mean big profits.
Weekly summary of Merger & Acquisition activity by South African companies
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
Weekly summary of corporate finance activity by South African exchange listed companies
The advent of remote working has driven the adoption of new technologies across the board, and M&A transactions are no exception
The transfer pricing order casts a wide net and may add to the compliance burdens of those who may pose little to no risk
03 June 2021
How do you kill economic empowerment? It's easy - just widen the liquidity discount by blocking legitimate market sales.
Has Shoprite given up too soon on Nigeria? The retailer has exited the country just as African economies benefit from higher commodity prices and trade levels.
Barloworld's share price has performed strongly in reaction to recent results, successful dealmaking and a decision to focus on key market strengths by the group.
Oceana has navigated rough seas (literally) to grow HEPS by 4% and the interim dividend by 10%.
Video may have killed the radio star, but the pandemic has nearly killed the radio business.
02 June 2021
Bidvest is so diversified that it has winners and losers in every economic cycle. The narrative from the company gives us great insights into various sectors.
Sibanye-Stillwater has announced a buyback programme for 5% of issued shares (over R9bn at current prices). That's larger than the R6.3bn investment programme in South Africa.
Delta Property Fund is a rare example of when investors should read the auditor's report before anything else.
Alexander Forbes has hinted at expense cuts, as the group struggles to grow profitability after selling the large short-term insurance business.
01 June 2021
There are critical base effects in Standard Bank's latest numbers. By isolating April 2021, what can we learn about the economic recovery?
Invicta is restructuring its Kian Ann investment to align with Chinese partners and unlock roughly R300m in cash to reduce offshore debt.
Adcorp's profits have soared and cash collections are much higher, but the turnaround is far from over.
Famous Brands has experienced the worst year imaginable. Does the future look any brighter?
The Competition Commission has recommended that the Pepkor - Cashbuild transaction be prohibited, a blow to both parties hoping to close a deal in this fast-growing...