The Finance Ghost
Ghost Bites
GHOST BITES (Reinet)
There was only one major story for the day and it was a big one: Reinet has sold its entire stake in British American Tobacco, leaving the company with a strong acquisition warchest.
Ghost Bites
GHOST BITES (Jubilee Metals | Life Healthcare | Northam Platinum | Schroder European Real Estate | Tharisa)
Life Healthcare is selling LMI but is retaining exposure to earnout payments. There were mining production updates from Jubilee Metals, Northam Platinum and Tharisa. Schroder European Real Estate's valuations are under pressure again.
Satrix
Low-Risk High-Reward: The Low-Volatility Anomaly
Nico Katzke explores the high-risk, high-reward "truism" in investing and whether it is actually possible to have one's cake and eat it by focusing on lower volatility stocks.
Dominique Olivier
DeLorean: Who’s driving this thing?
Gullwing doors, fairy curses, cocaine busts and sneaky accounts in Panama. As it turns out, being the world’s most recognisable time machine isn’t even the most interesting part of the DeLorean story. Buckle up as Dominique Olivier takes you on a little drive down memory lane - and where we’re going, we don’t need roads.
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.
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