Welcome to Ghost Wrap. It’s fast. It’s fun. It’s informative.
In this week’s episode of Ghost Wrap, we cover:
- Bowler Metcalf is on the wrong side of load shedding.
- PPC was a classic “buy the rumour, sell the deal” play.
- Renergen raised R110 million via an accelerated bookbuild.
- Orion Minerals finalised its funding package with the IDC.
- Sappi reminded the market that valuations are forward looking.
- British American Tobacco is still a cash cow, despite fulling volumes.
- Kaap Agri released a terrific quarterly update that ticked all the right boxes.
- Pick n Pay is losing more ground to Shoprite, with Pick n Pay Clothing as a silver lining.
- Spur’s earnings have recovered above pre-pandemic levels.
The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Mazars website for more information.
Listen to the podcast below:
Hi Ghost – did you see the SENS on Bell Equipment dated 19th December?
Hi – I did indeed, though it’s an oldie now! What’s on your mind?