Podcasts
South African M&A Analysis Q1 2022
Round up of South African M&A activity for Q1 2022 plus the M&A and GCF league tables
Harmony knocked by production numbers
Harmony Gold’s Hidden Valley operation has taken the shine off results this year.
Increased risk aversion as dollar strengthens further
Risk aversion sentiment continues, with a strengthening USD and a share drop in palladium in particular.
Ghost Bites: Vol 6 (22)
Earnings updates, labour issues and an indication of how much money Transnet makes (before debt at least).
Inflation, war and India: are there opportunities?
With inflation running away and conflict in Ukraine likely to endure, where are the opportunities?
MTN’s strategy is paying off
MTN’s latest quarterly update is nearly perfect. The strategy is being delivered successfully in key markets.
Ghost Bites: Vol 7 (22)
Earnings from Calgro, Balwin, Vodacom, Altron, Redefine and more on a busy day for JSE investors.
Calgro M3 just shot the lights out
With the third highest revenue performance in the company’s history, Calgro M3’s turnaround is gathering momentum.
Market update: currencies and commodities
Chinese retail sales data gave emerging markets currencies a knock.
Ghost Bites: Vol 8 (22)
Insightful presentations from BHP and Discovery are worth a look. Of course, there’s yet more drama at Ascendis Health.