Tuesday, April 7, 2026
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Unlock the Stock

UNLOCK THE STOCK: Weaver Fintech

The Finance Ghost -
In the 67th edition of Unlock the Stock, Weaver Fintech returned to the platform to talk about the recent numbers and the strategic outlook for the business. The recorded presentation and Q&A session is available here.
Podcasts

PODCAST: No Ordinary Wednesday Ep124 | A crude awakening for inflation?

Investec Focus Radio -
In this episode of No Ordinary Wednesday, Investec’s Chief Economists Annabel Bishop and Phil Shaw examine how the energy shock is forcing central banks to reconsider their path. From London to Pretoria, policymakers face a familiar dilemma: tighten into slowing growth, or risk letting inflation take hold. Guest host Neo Ralefeta explores the implications for global growth and what it means for South Africa, from currency volatility to fuel supply risks and consumer costs.
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Ghost Bites
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Ghost Bites

Ghost Bites (BHP | Eastern Platinum | Exxaro | MTN | Nu-World | Orion Minerals)

The Finance Ghost -
A busy couple of days saw primarily mining sector updates, with important funding news at BHP and Orion Minerals. Exxaro has locked in a long-term supply contract with Eskom. Eastern Platinum hopes to break even in 2026. MTN Ghana has localised ownership of its fintech business. Nu-World's trading statement is encouraging.
Ghost Bites

Ghost Bites (African Rainbow Minerals | Datatec | Emira | Hyprop | Jubilee Metals | Master Drilling | RCL Foods | Remgro | Sephaku...

The Finance Ghost -
RCL Foods is betting on pets. Remgro is going ahead with the Mediclinic deal. Datatec is growing strongly. In property, we saw news from Emira and Hyprop. African Rainbow Minerals is investing further in copper, while Jubilee's copper EBITDA has at least swung positive. Master Drilling had a reasonable year. Sephaku Holdings needs more infrastructure spend to come through.

 

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Ghost Wrap

GHOST WRAP – Earnings season brings out the bulls and the bears

The Finance Ghost -
With the August / September earnings season behind us, it's helpful to look at share price moves over the past 30 days on the JSE to see how sentiment has shifted. The PGMs have driven the Top40 higher, while insurance has taken a breather.
Ghost Wrap

GHOST WRAP – The JSE Winners’ Club in 2025

The Finance Ghost -
At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?

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