NEWS ARCHIVES


02 July 2021

A bittersweet recovery story

Tongaat's recovery story is coming under pressure. Will this be a sugar rush for investors, or a sugar coma?

Playing chicken is no fun

RCL Foods made a decision years ago to diversify away from chicken. Shareholders have been thankful ever since.

Who's doing what this week in the South African M&A space?

Weekly summary of Merger & Acquisition activity by South African companies

Who's doing what in the African M&A space?

Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)

Thorts: Uncovering the moat

Differentiation is a complex subject, with many dimensions to consider - it is rarely just a matter of resources that makes the difference

Weekly corporate finance activity by SA exchange-listed companies

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




01 July 2021

Caxton impacts the Mpact share price

Caxton is making a play for Mpact, with the Mpact board finding out in the strangest way imaginable.

The cannabyss continues

Nutritional Holdings remains fully committed to a "better late than never" disclosure strategy.

Accelerate Property Fund believes long-term office vacancies are just 2.3%

Accelerate's office property valuation is based on long-term vacancies of 2.3% - a lot lower than current market realities.

ArcelorMittal SA stuns the market

After a really tough few years and a major restructure, AMSA is reaping the benefits of high global steel prices.

Marshall Monteagle Public Limited Company

Fairvest Property Holdings Limited

Adapt IT Holdings Limited

Northam Platinum Limited

Crookes Brothers Limited




30 June 2021

Argent's HEPS chart is impressive

Argent's website might look outdated and dreary, but there's nothing dreary about the earnings.

KAP: diversification pays off

KAP has a diversified, integrated group with a variety of business units - a strategy that is paying off.

RMB Holdings - a property company with a confusing name

RMB Holdings has confirmed that these aren't the right economic conditions for selling properties.

EOH goes after former execs

EOH is taking aim at four former execs, suing each one for over R1.5bn under a variety of claims.

Distell Group Holdings Limited




29 June 2021

Glencore isn't afraid of the Big Bad Coal

While Anglo American bails out of coal as quickly as possible and BHP Billiton follows suit, Glencore is happy to pick up the pieces.

Cashbuild nails an earnings recovery

Cashbuild has released a trading statement that guides earnings growth of 100% vs. FY20 and 19% vs. FY19.

Etsy blazes an acquisition trail

US-listed Etsy is buying growth at quite a speed, announcing its second acquisition this month alone.

Invicta resumes its dividend

After a year of significant corporate actions, Invicta has emerged with an improved balance sheet and the declaration of a dividend.

Post-Pandemic Blues – is this a Damascus moment for ESG?

While the world continues to grapple with a post-pandemic malaise, investors are slowly coming to terms with ESG business risks.

Invicta Holdings Limited

Ascendis Health Limited




28 June 2021

Steinhoff is still very risky

Steinhoff's operations are improving but the balance sheet is still a mess and the litigation settlement is far from being a foregone conclusion.

MAGIC MARKETS PODCAST: Yield Masterclass

The value of your portfolio can change considerably based on the Fed and the yield curve. In Episode 31 of Magic Markets, we explain why.

Growing earnings, literally

Crookes Brothers is one of few primary agriculture businesses on the JSE. The company has announced a substantial improvement in earnings.

Ascendis Health is selling Farmalider

Ascendis acquired Farmalider for R210m in 2015 and has now agreed to sell the investment for just R84m.

The Week Ahead

The S&P 500 hits another peak, fuelled by positive news from US banks’ stress tests.




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