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- 6804 Views
- The Finance Ghost
- 22 Jun 2022
- 2
STADIO: the alternative to UNISA
STADIO has 38,000 students and a perfectly achievable plan to get to 56,000. It’s not hard to build a strong bull case for this business.
- 1990 Views
- The Finance Ghost
- 22 Jun 2022
Orion belts out a capital raise
Orion is raising AUD20 million and has secured AUD6 million already. That leaves a big gap to close, especially as investors grow nervous of global conditions.
- 2807 Views
- The Finance Ghost
- 21 Jun 2022
Ghost Bites Vol 32 (22)
Absa and Brait were the major stories of the day, with the likes of Novus raising a few eyebrows as well.
- 4177 Views
- The Finance Ghost
- 21 Jun 2022
Brait: bread, boets and (exchangeable) bonds
Brait is an investment holding company with fascinating underlying businesses. Many people are scratching around this group, deciding if there’s an opportunity here.
- 1794 Views
- Andre Botha TreasuryONE
- 21 Jun 2022
The Fed shows its hand
Despite the public holidays, there’s been plenty going on. After a Fed hike and ECB emergency meeting, all eyes are on Powell’s Congress testimony on Wednesday.
- 2450 Views
- The Finance Ghost
- 21 Jun 2022
Absa gives us more banking insights
The banks have been excellent performers this year, though prices have come off recently. What does Absa’s update tell us about the sector?
- 3416 Views
- The Finance Ghost
- 20 Jun 2022
Ghost Bites Vol 31 (22)
Omnia, Stor-Age, City Lodge, MAS, Fortress, Gemfields – there are plenty of bites in here!
- 3840 Views
- The Finance Ghost
- 20 Jun 2022
Omnia: a special year
Omnia has comprehensively beaten the market this year. With cyclical exposures and a major fight with SARS, there’s much for investors to consider.
- 3021 Views
- The Finance Ghost
- 20 Jun 2022
- 2
Putting your money in Stor-Age
Stor-Age has been a dependable place to put your money over the craziness of the pandemic and subsequent market sell-off. The latest results show why.
- 3107 Views
- The Finance Ghost
- 19 Jun 2022
Ghost Bites Vol 30 (22)
Important updates from Novus, Capital & Counties, Glencore, BHP and others. There are also director dealings at Equites that you should read about.