Posts by: The Finance Ghost
Ghost Bites (Clientele | Fortress | Hammerson | Impala Platinum | Nampak | Sanlam | Santam | Truworths)
This is a good day to learn about how the new insurance accounting standard is distorting earnings. Also look out for property, mining and retail updates, along with Nampak pricing its rights offer.
Unlock the Stock: Barloworld
Barloworld has made its first appearance on Unlock the Stock, with CEO Dominic Sewela presenting the strategy and taking questions.
Ghost Bites (Absa | Sable Exploration and Mining | Transcend Property + Emira | Trustco)
Absa implemented its B-BBEE deal. Sable announced a joint venture opportunity. Transcend and Emira released the joint buyout circular. Trustco is converting debt to equity.
Ghost Stories #20: Dividends – Delights and Dangers with Nico Katzke (Head of Portfolio Solutions at Satrix)
Dividends tend to get a lot of respect among investors. Is this warranted? Are they always worth celebrating, or is this just shuffling money around? In this in-depth discussion with Nico Katzke, we unpacked this topic.
RCL Foods Limited Group Financial Results for the year ended June 2023
View RCL Foods Limited Short Form Announcement
Finalisation Announcement in respect of the Naspers Capitilisation Issue and Naspers Share Consolidation
The Naspers Board is pleased to advise Shareholders that the Proposed Transaction is now unconditional insofar as it relates to Naspers
Ghost Bites (African Rainbow Minerals | AVI | Bidvest | Brimstone | Cognition | MAS | Nampak | Naspers + Prosus | PPC | RCL Foods | Sea Harvest)
On a busy day of news, we saw everything from corporate activity at Naspers / Prosus through to results in the agriculture and food space from the likes of RCL Foods, AVI and Sea Harvest. You’ll also see numbers from companies ranging from Bidvest to MAS
Ghost Bites (Bowler Metcalf | Coronation | Orion Minerals | Sanlam | Santam | Shoprite | The Foschini Group)
It was a big day for retail updates, with Shoprite and The Foschini Group being the big news. We also saw updates from Bowler Metcalf, Coronation, Orion Minerals, Sanlam and Santam.
Ghost Bites (Aspen | Calgro M3 | Capital & Regional | Grindrod Shipping)
Aspen secured another contract, but they are vague on details. Calgro M3 flagged a big jump in HEPS. Capital & Regional closed the Gyle deal. Grindrod Shipping is a lesson in cycles.
Investment in Africa: Exploring the continent’s growth potential
Investors who recognise Africa’s potential and embrace its unique opportunities stand to reap the benefits of being early movers in the next big frontier.