Powered by The Finance Ghost
- 5679 Views
- The Finance Ghost
- 23 Jan 2024
Ghost Wrap #60 (Motus | Attacq | Clicks | Woolworths)
In this episode of Ghost Wrap, you only need five minutes to get the most important insights into Motus, Attacq, Clicks and Woolworths.
- 3940 Views
- The Finance Ghost
- 23 Jan 2024
Ghost Bites (AVI | Bowler Metcalf | Cashbuild | Clicks | Jubilee Metals | Karooooo | Woolworths)
AVI, Cashbuild, Clicks and Woolworths all gave us insights into the state of South African consumers and where they are spending money. Karooooo released important quarterly numbers.
- 8892 Views
- Dominique Olivier
- 22 Jan 2024
- 7
UFC: The business of bliksem
As South Africa celebrates Dricus du Plessis as our new world champion, Dominique Olivier delves into the history of the UFC. Predictably, it’s incredibly interesting.
- 3892 Views
- The Finance Ghost
- 22 Jan 2024
Ghost Bites (Afrimat | Attacq | Brimstone – Sea Harvest | Datatec | Pan African Resources | Reinet | South32)
Sea Harvest announced a major deal to acquire parts of the Terrasan business, with a knock-on impact for Brimstone as well. Afrimat also released an M&A update. Look out for numbers from Attacq, Pan African Resources, South32 and others.
- 3975 Views
- The Finance Ghost
- 19 Jan 2024
Ghost Bites (Ascendis | Fortress | Novus)
The Ascendis story has taken another turn. Fortress got strong approval for the scheme to sort out its share class structure. Novus has been busy with share buybacks.
- 3372 Views
- The Finance Ghost
- 18 Jan 2024
Ghost Bites (BHP | Kore Potash | Motus | Richemont)
Richemont blew the market away with a positive surprise. Motus’ earnings are way down, but this was expected. BHP has a few production headaches. Kore Potash is still hanging on for that EPC contract.
- 3262 Views
- The Finance Ghost
- 16 Jan 2024
Ghost Bites (Grindrod | Kibo Energy | Ninety One | Trustco)
Grindrod has great news to report from the Maputo Port. Kibo Energy is trying hard to keep investors interested. Ninety One’s AUM ticked higher. Trustco is doing some odd-looking things.
- 4355 Views
- The Finance Ghost
- 15 Jan 2024
Ghost Wrap #59 (Merafe | Pick n Pay | Frontier Transport | Tharisa + Northam Platinum)
In the first Ghost Wrap podcast of 2024, I covered the latest from Merafe, Pick n Pay, Frontier Transport and PGM duo Tharisa and Northam Platinum.
- 2812 Views
- The Finance Ghost
- 15 Jan 2024
Ghost Bites (Metair | Northam)
Metair has appointed a new CEO to help stabilise the company after a terribly unlucky period. Northam has significantly increased production, especially in third party purchases.
- 12020 Views
- Dominique Olivier
- 14 Jan 2024
- 8
Boeing, Boeing, gone!
With Boeing in the news again for all the wrong reasons, Dominique Olivier shows the dark side of M&A and how the quest to cut costs can lead to tragedies.
- Thorts: Corporate governance considerations for Boards of Directors overseeing entities outside of South Africa
- Ghost Global (PepsiCo | Delta | Morgan Stanley | Ericsson | Blackrock)
- Ghost Wrap #60 (Motus | Attacq | Clicks | Woolworths)
- Ghost Bites (Advanced Health | AECI | Altron | AVI | British American Tobacco | De Beers (Anglo) | Labat | Naspers + Prosus | RAC)
- Weekly corporate finance activity by SA exchange-listed companies