Saturday, December 21, 2024

GHOST STORIES #52: Beating Money Dysmorphia

To close out the year, René Basson of Satrix made her debut on Ghost Stories for a fascinating conversation on the topic of money dysmorphia. This is a mismatch between financial behaviour and financial means - and yes, it can work in both directions i.e. whether you have plenty of money or not enough!

IG MARKETS PODCAST: The Trader’s Handbook Ep13 – Building your trading blueprint: season finale of The Trader’s Handbook

In this final episode of The Trader’s Handbook, Shaun Murison joined me to wrap up an insightful season by exploring the cornerstone of trading success: crafting a solid trading plan.
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GHOST BITES (enX | Grindrod | MAS | NEPI Rockcastle | Sibanye-Stillwater | South32)

EBITDA margins are significantly lower at Grindrod. Sibanye-Stillwater has raised $500 million through a streaming deal in its local PGM mines. South32 is navigating the Mozambique unrest successfully.

GHOST BITES (London Finance & Investment Group | Powerfleet | Schroder European Real Estate)

London Finance & Investment Group is set to delist. Powerfleet has given an idea of what its enlarged group now looks like financially. Schroder European Real Estate is fighting with French tax authorities.

 

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GHOST WRAP – Five insights from November 2024

In a new format for the Ghost Wrap podcast, I looked back on five important insights in the South African market from November 2024. A full transcript and important share price charts are now included. Ghost Wrap is brought to you by Forvis Mazars.

GHOST WRAP #82 (Clicks | Dis-Chem | The Foschini Group | Cashbuild)

In this retail-focused Ghost Wrap, I cover the recent numbers at Clicks, Dis-Chem and Cashbuild, along with the latest acquisition by The Foschini Group in the UK.
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