Posts by: The Finance Ghost
Ghost Stories #17: Investing with Impact (with Grant Field, CEO Fedgroup)
Grant Field, CEO of Fedgroup, joined me to talk about their impact investing platform and how this offers and exciting and accessible entry point into alternative assets. I highly recommend giving this a listen.
Ghost Bites (Choppies | Conduit Capital | Invicta | RMB Holdings)
Choppies announced a deal and the figures are impossible to understand. Invicta announced a deal with no figures. RMH Holdings is fighting in court. Conduit has sold CLAH, at last.
Ghost Bites (Accelerate Property Fund | Bell Equipment | Bytes | Hulamin | Kibo Energy | Naspers + Prosus | Sasol | Sebata | Tharisa)
Finally, a busy day on the JSE. Bell released great numbers and Bytes gave a solid update from the AGM. Tharisa is happy to be diversified. Sasol has an emissions problem. Accelerate’s dividend is gone. And of course, Prosus doing Prosus things.
Ghost Global: Go Big or Go Bolt-On
Used correctly, bolt-on acquisitions can be a wonderful way to grow. The deal prices make a huge difference to success, as does having a coherent strategy. Salesforce and Home Depot are useful examples.
Ghost Bites – but with a passport (Delta | PepsiCo | Swatch | Northam Platinum | RMB Holdings)
With no news of any importance on the JSE by 4pm, I decided to look abroad to where things are actually happening. Here’s the latest on Delta Air Lines, PepsiCo and Swatch, with Northam and RMB releasing announcements at the death.
Who’s doing what in the African M&A space?
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites (Absa | Ninety One | Rebosis)
Absa has given a very important update for the interim period, reflecting a sharp jump in the credit loss ratio that has muted HEPS growth. Also look out for news from Ninety One and Rebosis.
Sustainable Investing 101: Investing with Impact for a Better World
At Satrix, we have a range of funds that support investors who wish to invest sustainably.