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Thorts: Legal considerations relating to electronic meetings
It is important to preserve shareholders’ rights in virtual AGMs, and to allow them to hold the Board to account in a reasonable and effective manner.
- 5469 Views
- The Finance Ghost
- 12 Oct 2022
- 2
Ghost Bites (Grindrod Shipping | Steinhoff | Spear | Zeder)
Grindrod Shipping announces the Taylor details. Steinhoff gives an update on PEPCO and others. Spear has acquired a great property. Zeder is trading at a 30% discount to NAV.
- 1765 Views
- Kayla Soni and Sinawo Bikitsha
- 12 Oct 2022
Ghost Global (US Banks | GM | Porsche | Samsung)
US banks will report numbers against a backdrop of recessionary risks. General Motors has dethroned Toyota in the US. Porsche is the fifth most valuable company in Germany. Samsung has slumped on falling smartphone demand.
- 3641 Views
- The Finance Ghost
- 11 Oct 2022
Ghost Bites (Afrocentric | Datatec | Tharisa)
Afrocentric receives a complicated offer from Sanlam. Datatec’s earnings are significantly lower. Tharisa has reported higher production numbers.
- 5947 Views
- The Finance Ghost
- 10 Oct 2022
Ghost Bites (Altron | Famous Brands | Kumba Iron Ore | Sappi | Sirius)
Altron reports a big jump in HEPS. Famous Brands has surpassed pre-pandemic earnings. Transnet is negatively impacting Kumba. Sappi released great quarterly guidance. Sirius put out a positive message but watch the numbers.
- 3223 Views
- Chris Gilmour
- 7 Oct 2022
The dollar blows them all away
Chris Gilmour reminds us that the UK has had these problems coming for a while, with the strength of the dollar highlighting that the Great British Pound isn’t so great anymore.
- 3342 Views
- The Finance Ghost
- 7 Oct 2022
Ghost Bites (Emira Transcend deal | Finbond | Mpact vs. Caxton)
Emira’s offer to Transcend has received regulatory approval. Finbond’s losses have deepened. Mpact responds to Caxton.
- 5023 Views
- The Finance Ghost
- 7 Oct 2022
Unlock the Stock: Growthpoint
As the stalwart of the property sector, Growthpoint is always of interest to investors. With so much opportunity in this space after the pandemic, this was an excellent edition of Unlock the Stock.
- 4996 Views
- Kayla Soni and Kreeti Panday
- 7 Oct 2022
- 4
Schools haven’t been A+ investments
There are three major education groups on the JSE. If your assumption is that these are steady investments, you are badly wrong. Learn more with the Ghost Grads.
- 7813 Views
- Greg Salter
- 6 Oct 2022
- 2
Rhodium, a rose by another name?
Ghost Mail reader Greg Salter has written a wonderful piece on rhodium, the unsung hero of the South African economy during Covid. It’s absolutely worth a read.