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- 3700 Views
- The Finance Ghost
- 29 Mar 2023
- 1
Ghost Bites (4Sight Holdings | Barloworld | Impala Platinum | Indluplace | RCL Foods)
Barloworld is growing strongly. RCL Foods to sell Vector Logistics. Indluplace gives an operating update. Impala nearly has TRP approval for its offer. 4Sight nearly doubles profits.
- 3387 Views
- The Finance Ghost
- 29 Mar 2023
Ghost Stories #11: Investing in 12B Solar with Grovest (with Jeff Miller, CEO Grovest)
Jeff Miller, CEO of Grovest, joined me to introduce the Twelve B Energy Fund and the opportunities that it offers to investors who are looking for a tax-enhanced exposure to solar assets.
- 2720 Views
- The Finance Ghost
- 28 Mar 2023
Woes for local food retailers amidst the ongoing energy crisis – an analysis of Woolworths and Shoprite
In a lovely example of fundamental and technical analysis, Alexander Weiss of Trive South Africa takes a look at Woolworths and Shoprite, including key trading levels.
- 3541 Views
- The Finance Ghost
- 28 Mar 2023
Ghost Bites (Advanced Health | Attacq | EOH | Master Drilling | Metair | Murray & Roberts | PBT | Stor-Age | Super Group | Steinhoff)
Major trading or earnings updates came in from EOH, Master Drilling, Metair and Stor-Age. Advanced Health, Attacq, Murray & Roberts and PBT had deal-related news. Super Group raised debt capital and Steinhoff is still worthless.
- 4071 Views
- The Finance Ghost
- 28 Mar 2023
Ghost Stories #10: Unpacking the Trauma at Transaction Capital (with David Hurwitz, CEO)
Raw, unedited and getting to the crux of key matters around what has happened at Transaction Capital and perhaps most importantly, what the future holds. CEO David Hurwitz is in the hot seat.
- 3854 Views
- The Finance Ghost
- 27 Mar 2023
Ghost Bites (ADvTECH | Datatec | Fairvest | Gemfields | Murray & Roberts | Premier Group + Brait | Remgro + Distell + Mediclinic | Tharisa | Thungela | Vukile | Woolworths)
Monday was a busy day, with a variety of updates across several sectors. The dividend at Thungela was probably the news of the day, doing nothing to stop the slide in that share price.
- 3017 Views
- The Finance Ghost
- 26 Mar 2023
Ghost Wrap #17 (Remgro | Steinhoff | York Timber | RFG Holdings | CA Sales Holdings | Master Drilling | Bell Equipment | Gemfields | Astoria)
In this week’s Ghost Wrap, we deal with investment holding companies, FMCG, mining services, mining and primary agriculture companies. Brought to you by Mazars, this is your whirlwind summary of JSE news.
- 3004 Views
- The Finance Ghost
- 26 Mar 2023
Ghost Bites (AYO | Eastern Platinum | Gemfields | Grand Parade | Northam Platinum)
AYO settles with the PIC, but the terms are a mystery. Eastern Plats launches a major rights offer. Gemfields releases great results with a cautious outlook. Grand Parade is a much cleaner group. Northam: all the earnings, but no dividend.
- 3347 Views
- The Finance Ghost
- 23 Mar 2023
Ghost Bites (Accelerate | Bell Equipment | Blue Label Telecoms | Equites | Remgro | Resilient | Schroder | Sibanye-Stillwater | Steinhoff)
Solid earnings out of Bell Equipment, while property funds (Accelerate and Schroder) are under pressure, with Equites selling properties below NAV. Resilient has been quite resilient. Cell C needs a new CEO, Remgro needs buybacks and Steinhoff needs a miracle.
- 1033 Views
- Marylou Greig
- 23 Mar 2023
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
- 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