CA&S Interim Results: Broadening the platform

CA&S has posted a resilient set of results in a period where consumer spending remained under pressure. The group concluded a number of acquisitions to broaden the platform. The company has placed its results here for the convenience of Ghost Mail readers.

Podcast: The fandom effect with Comic Con Africa (The Finance Ghost Plugged in with Capitec)

Comic Con Africa is a thriving business built on community, creativity and fandom. In this episode, Carla Massmann (Show Director of Comic Con Africa and Founder of Mogul Media) joins The Finance Ghost to discuss the rise of the geek economy, how Comic Con grew into one of Africa's biggest pop culture events, why community drives business success and what brands can learn from fans.
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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?