Cases are captured based on the year of decision |
ESOP / HDP transaction values if at target firm, calculated as % of purchase price if at acquiring firm, calculated as % of acquirer's asset value if at merged entity, calculated as % of merged entity asset value |
Values R0 = Not Applicable |
Values R0 = Data not yet available |
Values R0 = Data not collected |
Values R0 = Data not quantifiable |
Variables |
Localisation fund = monies contributed by merging parties into a specific fund for localisation initiatives. Supplier Development Fund = fund established specifically to develop suppliers. Number of workers covered by ESOP = number of workers qualifying to benefit from the ESOP once established. Value of worker equity = ESOP value (see Values section above). Other Localisation commitments = commitments to localisation that are not part of a localisation fund. Procurement commitments = commitments to increase procurement from either local, historically disadvantaged (HDP) or SMME suppliers. Investment commitments = includes all investments such as capex, opex, supplier development, enterprise development etc. Training / Skills development = commitments towards educational or skills expenditure. HDP transaction = value of transaction to sell equity at a merging firm, to one or more HDPs. Significant cases = All cases highlighted in yellow are significant cases in terms of commitments. |