Wednesday, February 26, 2025

DealMakers

GHOST BITES (Altron | Burstone | Cashbuild | Gemfields | Naspers – Prosus | Rainbow Chicken | Sasol | Stor-Age)

Naspers - Prosus set the hares running with news of the Just Eat acquisition. Sasol's results also got a lot of focus. Altron, Gemfields and Rainbow Chicken had positive news to share. Cashbuild is slightly up and Stor-Age is ticking over. Burstone is increasing exposure to Australian industrial properties.

Sasol’s stringent cost control and efficient capital management help offset impact of challenging macroeconomic environment

Sasol’s financial performance for the six months ended 31 December 2024 was impacted by a challenging macroeconomic and operating environment. However, stringent cost and efficient capital management helped to offset the impact and improve free cash flow generation compared to the previous corresponding period.

Ghost Stories #56: Don’t waste the TFSA opportunity

Tax-free savings accounts (TFSA) are one of the most building blocks in any equity portfolio. The advantage of compounding tax-free returns over a long period is incredibly powerful and can really turbocharge a long-term wealth creation journey. Siyabulela Nomoyi joined me to discuss the importance of TFSA investments.

PODCAST: Can tech titans keep up the pace?

Big tech stocks have stabilised after the DeepSeek shock in January, but will they continue to dominate the market this year, or is the next disruption around the corner? Tinus Rautenbach, head of Investec’s new trading and investing platform, Clarity, shares his views on the latest episode of the No Ordinary Wednesday podcast.

GHOST BITES (Dis-Chem | Sibanye-Stillwater)

Dis-Chem's wholesale strategy is working beautifully. SIbanye-Stillwater has become increasingly reliant on gold rather than other parts of the group.

Get rich or dope tryin’ – business lessons from Lance Armstrong

Some people will do absolutely anything to win. In some instances, we call that determination. In others, we call it greed. Just how blurry is the line between those two things? Take a lesson from the most tested athlete in the world: Lance Armstrong.

GHOST BITES (Adcock Ingram | AECI | Anglo American | Barloworld | Blue Label Telecoms | Equites | Gold Fields | Hulamin | Mondi...

Anglo American released an ugly set of numbers. Adcock Ingram, AECI, Barloworld and Mondi aren't exactly shooting the lights out either. Blue Label Telecoms reported flat earnings. Gold Fields should've had a stronger year. Look out for Equites, Hulamin and Tiger Brands as well.

ANSARADA DealMakers Annual Awards – Results 2024

The 24th Annual Awards were held on Tuesday 18 February 2025, at the Sandton Convention Centre.

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