Monday, July 7, 2025

Dumb luck: the Timothy Dexter story

In a world obsessed with optimisation and five-year forecasts, there’s something deeply satisfying about success that arrives by mistake. And as mistakes go, Timothy Dexter was incredibly good at turning them into happy accidents. Dominique Olivier tells his story.

PODCAST: No Ordinary Wednesday ep103 – tensions, tariffs and the fragile global economy

At the midpoint of 2025, the global economy stands at a precarious intersection of cooling inflation on one side and rising geopolitical tensions on the other. In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Investec Chief Economists Annabel Bishop (South Africa) and Phil Shaw (UK) about the shocks and signals shaping markets.
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Ghost Bites (Alphamin | Capitec | Hudaco | Reinet)

Reinet is selling Pension Insurance Corporation. It's too easy for Hudaco to blame the macro conditions. Alphamin had a much better quarter. Capitec's credit rating comes with a positive story about South Africa.

Ghost Bites (Bytes Technology | Castleview | Goldrush | KAP – Sasol | Sun International)

Bytes Technology shed nearly a third of its value based on the AGM update. Sun International walks away from the Peermont deal. KAP is fighting with Sasol over ethylene supply. Goldrush responds to the noise around the National Lottery Licence. Castleview raises R200m.

 

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GHOST WRAP – The JSE Winners’ Club in 2025

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?

GHOST WRAP – April’s droppers and whoppers

There may have been many public holidays in April, but that didn't stop the market from reacting to the broader geopolitical turmoil. With recession concerns as a key theme, which stocks did well and which ones delivered a nasty drop? This podcast is an overview of recent big share price moves among larger local companies on the JSE, revealing some interesting trends. Ghost Wrap is brought to you by Forvis Mazars.
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