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- 3609 Views
- The Finance Ghost
- 14 Jun 2022
Ghost Bites Vol 28 (22)
Standard Bank, Telkom, Sibanye-Stillwater and Remgro led the day of news. Exxaro and Harmony also chimed in, along with many director dealings.
- 10251 Views
- The Finance Ghost
- 14 Jun 2022
- 11
Ghost Stories Ep1: Charles Savage (EasyEquities)
An in-depth conversation with a great founder is a rare opportunity. It was a pleasure hosting Charles Savage to talk about, well, everything really.
- 5162 Views
- The Finance Ghost
- 13 Jun 2022
Easy Does It Podcast: Cooking up a Great Portfolio with The Finance Ghost
In the Easy Does It podcast, I talked about how to cook up a great portfolio with DJ@Large. This two-part series is well worth a listen!
- 2774 Views
- The Finance Ghost
- 13 Jun 2022
Ghost Bites Vol 27 (22)
Sirius and Thungela released important updates. There’s also news from Aveng, Equites, Sibanye-Stillwater and more.
- 3092 Views
- The Finance Ghost
- 13 Jun 2022
- 1
Transnet is still hurting Thungela
Thungela is printing cash. It would print even more if Transnet performed properly. Nonetheless, investors are waiting for a hopefully juicy dividend in August.
- 2153 Views
- The Finance Ghost
- 13 Jun 2022
Sirius: why price / NAV matters
I warned throughout 2021 about Sirius’ share price trading at a premium to NAV. This is the result of bad multiples happening to good people.
- 1597 Views
- MultiChoice Group
- 12 Jun 2022
MultiChoice Group (MCG, or the group), Africa’s leading entertainment company, delivered steady margins for the year ended 31 March 2022 (FY22)
Reduced losses in the Rest of Africa (RoA), a rebound in advertising revenues and a continued focus on cost containment.
- 7789 Views
- Chris Gilmour
- 12 Jun 2022
- 6
The Chinese GDP growth honeymoon is over
In this extraordinary piece, Chris Gilmour dishes out insights into China and why the GDP growth story may well be over.
- 2595 Views
- The Finance Ghost
- 12 Jun 2022
Ghost Bites Vol 26 (22)
Important announcements from ARC, The Foschini Group, Tongaat Hulett, Industrials REIT, BHP, Motus and more.
- 3027 Views
- The Finance Ghost
- 11 Jun 2022
- 3
The Foschini Group can’t put a foot wrong
The Foschini Group has great operating momentum, with significant positive steps taken in differentiating the business. The share price isn’t quite telling that story.