Powered by The Finance Ghost
- 3188 Views
- The Finance Ghost
- 31 Oct 2023
- 1
Ghost Bites (AB InBev | Astral | BHP | Impala Platinum | Renergen | Sable Exploration and Mining | Sasfin | Woolworths)
On an exceptionally busy day of news, major updates came in from AB InBev, Astral Foods, Impala Platinum, Renergen, Sasfin and Woolworths.
- 3761 Views
- The Finance Ghost
- 31 Oct 2023
Ghost Bites (Adcorp | enX | Glencore | MTN | OUTsurance)
Adcorp is facing margin pressure. enX thinks it can sell Eqstra within the next year. Glencore has affirmed production guidance for most of its commodities. MTN is really struggling in Nigeria. OUTsurance increased its stake in Australia.
- 2211 Views
- The Finance Ghost
- 29 Oct 2023
Ghost Stories #23: Unpacking the African Bank Strategy (with CEO Kennedy Bungane)
After I wrote critically about the pricing of African Bank’s acquisition of two Sasfin businesses, African Bank reached out with an incredibly mature request for engagement. This podcast is the result, unpacking their strategy with CEO Kennedy Bungane.
- 2449 Views
- The Finance Ghost
- 27 Oct 2023
- 2
Ghost Bites (Renergen | Sasfin)
The Renergen rollercoaster continues, with the market overreacting to every announcement now. Sasfin continues to disappoint the market.
- 2260 Views
- The Finance Ghost
- 27 Oct 2023
Ghost Wrap #51 (Santova | Spear REIT | Bytes Technology | Super Group | Clicks)
You need just five minutes of your day to catch up on the latest news and my views on Santova, Spear REIT, Bytes Technology, Super Group and Clicks. Ghost Wrap is brought to you by Mazars.
- 3440 Views
- The Finance Ghost
- 27 Oct 2023
Ghost Bites (Afrimat | Balwin | Clicks | Kibo Energy | Mantengu | Nu-World | Oceana)
Afrimat, Balwin, Clicks, Nu-World and Oceana all released important numbers. Kibo Energy sold shares in MED to raise money. Mantengu has locked in a R500 million equity investor.
- 895 Views
- Marylou Greig
- 26 Oct 2023
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
- 644 Views
- Marylou Greig
- 26 Oct 2023
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
- 464 Views
- Vanessa Aitken
- 26 Oct 2023
Who’s doing what in the African M&A space?
Weekly summary of all M&A and financial market activity from across Africa (excluding South Africa)
- 2354 Views
- The Finance Ghost
- 26 Oct 2023
Ghost Bites (Bytes | DRDGOLD | Grindrod Shipping | Life Healthcare | Sibanye-Stillwater | Super Group)
Bytes is growing so strongly. Life Healthcare has dubious economics. DRDGOLD’s operational update is interesting. Sibanye is in more trouble. The debt market loves Super Group.
- 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