Ghost Stories #116: Burstone’s property platform play

Burstone has evolved from a traditional property company into something very different. Instead of relying on shareholders to fund growth, the company is increasingly using institutional partners and private capital to scale its platform. But can that model deliver the returns that investors are looking for? Andrew Wooler (CEO of Burstone Group) joined me to unpack the thinking behind the strategy.

Ghost Stories #115: Life after JIBAR – how Intengo simplifies the ZARONIA era

Debt has never been simple, but the shift from JIBAR to ZARONIA has added a whole new layer of complexity. Ian Norden of Intengo Market joined me to unpack what South Africa's new benchmark rate means for borrowers, lenders and treasury teams - and how Intengo can help.
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BHP vs. DRDGOLD: broader into copper; deeper into gold

In this deep dive, I contrast BHP and DRDGOLD as mining houses at the opposite end of the size and capex spectrum. Where BHP has diversified into copper, DRDGOLD has stuck to its knitting. But will that continue?

Absa vs. Standard Bank: African ambitions, South African money machines

In this deep dive, I look at the recent results of Absa and Standard Bank. There's much to learn from these financial services giants, but there's one clear theme that came through for me: though Africa may tell a great story in a slide deck, the South African businesses are still doing the heavy lifting.

 

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

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 – 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?