LAB Acquisition Bullish

LABAT AFRICA LIMITED - Acquisition Of The Additional 49% Of Ahnamu Investments (Pty) Ltd

Labat Africa Limited
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What this filing means

Labat is acquiring the remaining 49% of Ahnamu Investments for R40 million via a share issuance, securing full ownership of a highly profitable ICT asset but introducing significant shareholder dilution.

Bull case

  • The acquisition gives Labat 100% control of an asset that generated R41.9 million in profit after tax over a 9-month period, which is transformative for a company with a market capitalization of roughly R100 million.
  • A binding five-year supply agreement provides Ahnamu with a clear revenue run-rate estimated at R200 million per annum.

Bear case

  • The R40 million purchase consideration will be settled by issuing 400 million new shares, resulting in substantial dilution for existing shareholders.
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Category
Acquisition
Event posture
No Edge
Published
Mar 20, 2026

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