Saturday, December 21, 2024

Ghost Wrap 11 (Bowler Metcalf | PPC | Renergen | Orion | Sappi | British American Tobacco | Kaap Agri | Pick n Pay | Spur)

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Welcome to Ghost Wrap. It’s fast. It’s fun. It’s informative.

In this week’s episode of Ghost Wrap, we cover:

  • Bowler Metcalf is on the wrong side of load shedding.
  • PPC was a classic “buy the rumour, sell the deal” play.
  • Renergen raised R110 million via an accelerated bookbuild.
  • Orion Minerals finalised its funding package with the IDC.
  • Sappi reminded the market that valuations are forward looking.
  • British American Tobacco is still a cash cow, despite fulling volumes.
  • Kaap Agri released a terrific quarterly update that ticked all the right boxes.
  • Pick n Pay is losing more ground to Shoprite, with Pick n Pay Clothing as a silver lining.
  • Spur’s earnings have recovered above pre-pandemic levels.

The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Mazars website for more information.

Listen to the podcast below:

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