Ghost Wrap
Ghost Wrap #63 (NEPI Rockcastle | Vukile | Italtile | Bidcorp | Spar | Pick n Pay)
The latest Ghost Wrap podcast brings you my views on NEPI Rockcastle, Vukile, Italtile, Bidcorp, Spar and Pick n Pay. This podcast is brought to you by Mazars.
Ghost Wrap
Ghost Wrap #62 (Sasol | ArcelorMittal | Sappi | Curro | British American Tobacco)
This Ghost Wrap podcast covers three cyclical stocks (Sasol / ArcelorMittal / Sappi) before moving into Curro's growth challenges and British American Tobacco's business model.
Ghost Wrap
Ghost Wrap #61 (The Foschini Group | Mr Price | Truworths | Pepkor)
In this episode of the Ghost Wrap podcast, I focused on four competing clothing retailers and their recent updates. Ghost Wrap is brought to you by Mazars.
Ghost Wrap
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.
Ghost Wrap
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.
Ghost Wrap
Ghost Wrap #58 (Tharisa | enX – Nedbank | Thungela | Italtile | Grindrod)
This episode of Ghost Wrap brings you the need-to-know updates on Tharisa, enX's deal with Nedbank, Thungela, Italtile and Grindrod. This is made possible by Mazars.
Ghost Wrap
Ghost Wrap #57 (British American Tobacco | Absa + Nedbank | Transaction Capital | Spur | Murray & Roberts)
Going into more detail than usual this week, I covered the outlook at British American Tobacco, the recent banking updates, the state of play at Transaction Capital, exciting stuff at Spur and improvement at Murray & Roberts. Ghost Wrap is brought to you by Mazars.
Ghost Wrap
Ghost Wrap #56 (Purple Group | Spar | Pepkor | Bidvest | Attacq)
In this podcast, I covered a variety of sectors in the form of Purple Group, Spar, Pepkor, Bidvest and Attacq. It's a tough market out there, but there's always so much to learn!
