Tag:
Schroder European Real Estate
Ghost Bites
Ghost Bites (AB InBev | Jubilee Metals | HCI | Schroder European Real Estate)
With all the news from the first week of January 2026 included in one Ghost Bites, you'll find deal news at AB InBev, Jubilee Metals and HCI. There's also a valuation update at Schroder European Real Estate.
Ghost Bites
Ghost Bites (Anglo American | ASP Isotopes | DRDGOLD | Jubilee Metals | Nedbank | Schroder European Real Estate | South32)
ASP Isotopes will shortly implement the Renergen deal. Nedbank has finished the sale of Ecobank. Anglo American got another regulatory approval for Teck. Schroder European Real Estate has a tenant problem, South32 has an energy problem and DRDGOLD has a mining unions problem! Jubilee Metals looks ahead to a much better FY26 (hopefully).
Ghost Bites
Ghost Bites (Aveng | British American Tobacco | Gemfields | RMB Holdings | Schroder European Real Estate | Stor-Age | Trematon)
Stor-Age raised capital at a premium to NAV. Gemfields looks brighter. Aveng won't be selling McConnell Dowell for now at least. British American Tobacco unlocked over R7 billion in cash. RMB Holdings received an expression of interest from Atterbury. Reality has hit at Trematon. Schroder European Real Estate is a struggle.
Ghost Bites
Ghost Bites (Deneb | Discovery | Equites Property Fund | Hammerson | Pick n Pay)
Pick n Pay might be improving, but they are still loss-making. Discovery has lofty medium-term targets. Equites Property Fund remains bullish on SA vs. UK. Hammerson is enjoying strong support in the debt markets. Deneb is acquiring 80% in Dawning Filters.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Delta Property Fund | MAS | Schroder European Real Estate)
MAS shareholders have spoken - and Prime Kapital have a fight on their hands. Accelerate Property Fund is trying to tie up loose ends with related parties. Schroder's European portfolio is a mixed bag. Delta's disposal of 88 Field shows how CBDs have deteriorated.
Ghost Bites
Ghost Bites (4Sight | Argent Industrial | Growthpoint | Hyprop | Schroder European Real Estate | Sirius Real Estate | Thungela)
A busy day for property saw updates from Growthpoint, Hyprop, Schroder European Real Estate and Sirius Real Estate. We also saw financial updates from 4Sight, Argent Industrial and Thungela.
Ghost Bites
Ghost Bites (Investec | Life Healthcare | Pick n Pay | Shaftesbury | Shuka Minerals | Spear REIT | Tharisa)
Pick n Pay is still a loss-making business. Positive jaws at Investec looks encouraging. Life Healthcare is also on the up, along with Shaftesbury and Spear REIT. Tharisa had a rough interim period. Shuka Minerals makes its market debut.
Ghost Bites
GHOST BITES (Castleview – SA Corporate Real Estate | Remgro | Schroder European Real Estate)
Remgro's capital markets day proved that you should find someone who looks at you the way Remgro looks at dividends. Castleview bought more of SA Corporate Real Estate. In other property news, Schroder's valuation dropped again.
