The Finance Ghost
Ghost Bites
GHOST BITES (Astoria | Lewis | Vukile)
Astoria has announced the sale of ISA Carstens. Lewis had a fantastic finish to 2024. Vukile's local property performance gives us clues about where the two-pot money went.
Dominique Olivier
Short Stories v.05: Ideas for good
In a profit-motivated world, there are companies that find ways to solve genuine social problems while staying true to their businesses. Savlon, Honda, Energizer, Phillips and Renault all caught the attention of Dominique Olivier with their initiatives.
Ghost Bites
GHOST BITES (Blue Label Telecoms | Reinet | The Foschini Group | York Timber)
The Foschini Group's momentum swung positive, but results still aren't good. York Timber got the funding for the Stevens Lumber Mills deal. Blue Label has cleared a regulatory hurdle. Reinet released its last-ever NAV that includes British American Tobacco.
Ghost Bites
GHOST BITES (Cashbuild | Sasol | Super Group)
Positive momentum continues at Cashbuild. The same definitely cannot said for Sasol, where they are struggling. Still, those problems pale in comparison to what Super Group is dealing with.
Ghost Bites
GHOST BITES (Coronation | Mr Price | Quilter | Vukile)
Coronation's AUM has moved sharply higher and Quilter also has a great story to tell about growth in that sector. Mr Price is winning market share and had a strong finish to 2024. Vukile's Spanish property acquisition may still go ahead in the aftermath of floods.
Ghost Bites
GHOST BITES (BHP | Clicks | Grindrod | Jubilee Metals | MTN)
BHP is on track to achieve guidance. Clicks seems to have disappointed the market, perhaps based on retail comparable sales. MTN caught a break in Nigeria. Grindrod's Port of Maputo had a tough 2024. Jubilee has power again for Roan.
Featured
MIC Khulisani Ventures: A Game-Changer for Black-Owned Businesses in South Africa
MIC Khulisani Ventures is looking for Black-Owned business with high scalability and a commitment to growth. Equity funding is available and applications close at the end of January 2025.
Ghost Bites
GHOST BITES (Hudaco | Murray & Roberts | South32 | Trustco)
Hudaco kicks the year off with an acquisition in South Africa (JSE: HUD)
There are potential synergies with other Hudaco businesses in terms of route...
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