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Ghost Bites
GHOST BITES (Gemfields | Wesizwe Platinum)
At the worst possible time, the Zambian government has driven a stake through the heart of Gemfields. At Wesizwe Platinum, going concern status still rests on a regulatory approval in China.
Ghost Bites
GHOST BITES (Naspers – Prosus | Schroder European Real Estate)
Naspers and Prosus took a knock from the US government designating Tencent as a military company - and I bought the dip. Schroder European Real Estate sold a mall in Germany.
Ghost Bites
GHOST BITES (ArcelorMittal)
The year is off to a poor start for local business sentiment, with ArcelorMittal finally making the tough decision to pull the plug on the Longs business amid mounting losses.
Ghost Wrap
GHOST WRAP – Five Insights from December 2024
This Ghost Wrap podcast and transcript brings you insights from December 2024 on Italtile, Prosus, Renergen, Metair and Bell Equipment.
Dominique Olivier
Made to break? The fight for the right to repair
The future is fixable - at least, that’s what consumers would like to see. Big businesses are still digging in their heels when it comes to open repairs, but new legislation may be increasing pressure soon. Dominique Olivier unpacks the right to repair and why it matters.
Ghost Bites
GHOST BITES (Accelerate | AECI | Bell Equipment | Cilo Cybin | Gemfields | Prosus – Naspers | Thungela)
Prosus is investing further in Latin America and Thungela is chasing dreams in Australia. Bell Equipment's earnings are dropping sharply, Gemfields is in trouble and Accelerate Property Fund is still treading water. And why is the AECI CFO suddenly on the way out?
Ghost Bites
GHOST BITES (Aspen | Metair | Rex Trueform | Sanlam | Sasfin)
Aspen is bringing Eli Lilly's Ozempic competitor to the SA market. Metair is getting even less from the Mutlu disposal than we thought. Rex Trueform is buying a software group at a huge multiple. Sanlam unlocked billions from Allianz. Sasfin is delisting this month.
Ghost Bites
GHOST BITES (enX | Grindrod | MAS | NEPI Rockcastle | Sibanye-Stillwater | South32)
EBITDA margins are significantly lower at Grindrod. Sibanye-Stillwater has raised $500 million through a streaming deal in its local PGM mines. South32 is navigating the Mozambique unrest successfully.
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