Sanlam’s R400bn bet on who picks the pickers
Sanlam’s R400bn handover to Ninety One is a bet that distribution, passive and private markets will outlast running active funds in-house…
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Balwin’s buyout: the right move, long overdue
The PIC-backed R2.26bn buyout of Balwin Properties was overdue. Its long-cycle model was never well matched to public-market expectations…
Achtung! Why the market’s not cheering Mr Price’s NKD punt
Analysts remain dubious that Mr Price can magic growth out of its German acquisition after years of poor performance …
Life after Rio: Glencore’s solace lies in DRC copper deal
After Rio’s rejection, Glencore’s $9bn US-backed deal for a 40% stake in its DRC copper-cobalt mines offers a new growth path…
Gone in eight-minutes: Sactwu back in HCI pound seat
A pivotal HCI shareholders’ vote was over in a flash, leaving the company firmly back in the hands of Johnny Copelyn and Sactwu…
Barloworld’s unceremonious exit from the JSE
Barloworld’s R120-a-share buyout has cleared the last hurdles, ending its 84-year JSE run after a governance storm and swift competition approval…
Tribunal green light for Barloworld, but Silchester is the sticking point
The Competition Tribunal’s blessing is the last regulatory hurdle for Dominic Sewela. But there’s the small matter of a big shareholder who wants more…
Is Barloworld’s BEE deal about to fall over?
Realising its empowerment promises is still dependent on a major shareholder accepting the Barlow CEO’s buyout bid…
Anatomy of an abandoned merger
Sun International, Peermont, intervenor Tsogo and their legal teams are to blame for an abandoned deal. Not the competition authorities…
Sun sets on Peermont bid
The Competition Tribunal was due to hear the Sun International-Peermont matter in August. A postponement has seen the parties call off the deal…
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Mining hopes clouded by cadastre concerns
Mining companies are losing patience as licensing system delays and…
Why the Capitec sceptics keep getting it wrong
The bank looks expensive yet keeps proving the doubters wrong.…
I’m going to buy SpaceX; I’m pretty sure I’ll regret it
SpaceX’s IPO looks risky, but sometimes the best stories –…
Fitch upgrade is a starting point, not the finish line
Fitch’s upgrade rewards Treasury’s fiscal discipline, but sustained growth will…
