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- 3373 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.
- 2815 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.
- 12021 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.
- 2977 Views
- The Finance Ghost
- 14 Jan 2024
Ghost Bites (Frontier Transport | Merafe | Sappi | Schroder European Real Estate | Tongaat)
Frontier Transport announced a special dividend. Merafe signed off on 2023 production. Sappi shuts the Lanaken Mill in Belgium. Schroder property valuations move lower. Tongaat creditors approved the plan.
- 2661 Views
- The Finance Ghost
- 11 Jan 2024
Ghost Bites (Efora Energy | Kibo Energy | Pick n Pay | Tharisa)
Tharisa achieved a solid quarter of production. Sean Summers has made significant leadership changes at Pick n Pay. Kibo Energy issued a lot of shares to a lender. Efora Energy is suspended from trading but has acquired a property.
- 3127 Views
- The Finance Ghost
- 9 Jan 2024
Ghost Bites (Kibo Energy | Life Healthcare | Lighthouse | Telkom | Texton)
Telkom is a step closer to a Swiftnet deal. Texton closes the rights offer. Life’s disposal of Alliance Medical Group is unconditional. Lighthouse sells Hammerson. Kibo chases money.
- 8809 Views
- Dominique Olivier
- 6 Jan 2024
- 7
Why is Keith Haring everywhere right now?
Decades after his death, Keith Haring’s artworks are all over t-shirts, mugs and caps at a store near you. Dominique Olivier tries to understand why this might be happening.
- 18905 Views
- The Finance Ghost
- 2 Jan 2024
- 18
Letter from the Editor: From Cape to Clarens
Even ghosts take breaks and go on roadtrips. I decided to write about my experience from Cape Town to Clarens.
- Who’s doing what this week in the South African M&A space?
- Ghost Stories Ep19: The Investec USD S&P 500 Autocall
- Nedbank Group Interim Results 2024
- Ghost Bites (African Media Entertainment | City Lodge | Delta Property Fund | Frontier Transport | KAL Group | Mahube Infrastructure | Mr Price | Spar | Trematon)
- Calgro M3 just shot the lights out