Ghost Wrap
Ghost Wrap #75 (MTN’s African subsidiaries | ArcelorMittal | Curro)
MTN's African subsidiaries are further evidence that using "Africa" as an umbrella term is dangerous. Speaking of danger, operating leverage at ArcelorMittal is a massive concern. Curro is clawing its way back to pre-pandemic earnings.
Ghost Wrap
Ghost Wrap #74 (Balwin | British American Tobacco | Mr Price | Vodacom)
What does Balwin's push into rentals mean for the investment case? How are British American Tobacco's New Categories performing? Is Mr Price growing in the core business? And is Vodacom managing to grow? Find out in Ghost Wrap, brought to you by Forvis Mazars.
Ghost Wrap
Ghost Wrap #73 (Richemont | AVI | Karooooo | Prosus)
Get the latest on Richemont's sales, AVI's profitability, Karooooo's growth and the moonshot remuneration package for the Prosus CEO.
Ghost Wrap
Ghost Wrap #72 (KAP | Sephaku Holdings | ArcelorMittal | Nampak)
Get the latest on KAP's performance, Sephaku's positioning for the GNU Dawn, ArcelorMittal as a risky (but interesting) punt and Nampak as a turnaround story that is on a solid footing.
Ghost Wrap
Ghost Wrap #71 (Capital Appreciation | MultiChoice | Spar | The Foschini Group)
This episode of the Ghost Wrap podcast brings you what you need to know on Capital Appreciation, MultiChoice, Spar and The Foschini Group - in just five minutes!
Ghost Wrap
Ghost Wrap #70 (Balwin | Quantum Foods | De Beers | Tiger Brands | Bidcorp)
Get the latest on Balwin's KZN deal, Quantum Foods doing better in eggs, De Beers continuing to struggle, Tiger Brands with a brave dividend increase and Bidcorp with ongoing growth.
Ghost Wrap
Ghost Wrap #69 (KAL Group | AB InBev | Redefine | RFG Holdings | Calgro M3)
This podcast covers the latest from KAL Group, AB InBev, Redefine, RFG Holdings and Calgro M3, brought to you by Mazars.
Ghost Wrap
Ghost Wrap #68 (MTN Nigeria | Datatec | Capital & Regional | Harmony Gold | Astral Foods + Quantum Foods)
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