The Finance Ghost
Podcasts
PODCAST: No Ordinary Wednesday Ep116 | Markets in dissonance – what 2025 taught us
The year-end episode of the No Ordinary Wednesday podcast confronts a familiar contradiction: markets that looked buoyant, and an economy that often didn’t. In a conversation between host Jeremy Maggs and Investec's Chief Investment Strategist Chris Holdsworth, this podcast dissects the year’s dissonance and the lessons it leaves behind - above all, that in a noisy world, valuation discipline and diversification remain the investor’s most dependable anchors.
Unlock the Stock
UNLOCK THE STOCK: Pan African Resources
In the 64th edition of Unlock the Stock, Pan African Resources returned to the platform to talk about the recent numbers and the strategic outlook for the business.
Ghost Bites
Ghost Bites (Aveng | British American Tobacco | Gemfields | RMB Holdings | Schroder European Real Estate | Stor-Age | Trematon)
Stor-Age raised capital at a premium to NAV. Gemfields looks brighter. Aveng won't be selling McConnell Dowell for now at least. British American Tobacco unlocked over R7 billion in cash. RMB Holdings received an expression of interest from Atterbury. Reality has hit at Trematon. Schroder European Real Estate is a struggle.
Dominique Olivier
19 November 2025: the last day that we could trust our eyes
A shift in AI has severed the link between images and reality. Now we’re left navigating a world where our eyes can’t keep up. Tapping into her art school days and a famous book named Ways of Seeing, Dominique Olivier contemplates the latest jump forward in AI image generation - and what it means for trust on the internet.
Ghost Bites
Ghost Bites (Brimstone | British American Tobacco | Hyprop | Sappi | Stor-Age | Vodacom)
Hyprop's bookbuild was a huge success and now Stor-Age is jumping on that bandwagon. Vodacom is taking control of Safaricom. Sappi is trying to improve its situation in European graphic paper. British American Tobacco is selling down ITC Hotels, while Brimstone is reducing its Oceana stake.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
DealMakers
Who’s doing what in the African M&A and debt financing space?
Weekly summary of M&A, financial and debt market activity from across Africa (excluding South Africa)
DealMakers
The perils of oversimplifying technology due diligence in acquisitions
Whether your company makes food, builds houses, manages logistics, sells products or provides services, your critical functions run on information technology. As such, it...
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