Friday, April 4, 2025

CAUTION: potholes ahead!

After a tough first quarter of the year, investors seeing their portfolios decline in value may be questioning whether their current strategy is still right, or if a change is needed. Kingsley Williams of Satrix shares his insights into diversification and portfolio strategies.

Hot take: chillies and the human desire for suffering

Curry. Con carne. Arrabbiata. Peri-peri. In almost every corner of this world, you’ll find a dish that’s been given the signature bite of the chilli pepper. As strong as they are small, these pungent peppers have achieved the culinary equivalent of world domination, when all they really wanted to do was to get us to stop eating them.  Dominique Olivier explains.
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GHOST BITES (Jubilee Metals | Murray & Roberts | Orion Minerals | Primary Health Properties – Assura)

Murray & Roberts released the business rescue plan. Primary Health Properties is trying to seduce Assura shareholders. Jubilee Metals needs to make a decision on the Zambian Large Waste project. Orion Minerals has a new CEO.

GHOST BITES (Accelerate Property Fund | Life Healthcare)

Accelerate has sold its stake in Portside - and at a modest discount to NAV. Life Healthcare shareholders gave a resounding approval to the LMI disposal.

 

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GHOST WRAP – Q1 winners on the JSE

In considering how the first few months of the year have played out, some surprising winners have emerged. The performance in gold is simply a case of the sector carrying on where it left off in 2024, but what about platinum? And where did that telecoms rally come from? Also, have retail stocks continued their slide since the previous episode of Ghost Wrap that focused on that issue?

GHOST WRAP – Retailers on sale on the JSE

The retail sector got off to a very poor start in 2025. With practically the entire sector down, are there stocks that were punished more than they should've been? This podcast is a useful summary of recent retail updates.
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