Sunday, December 22, 2024

Ghost Wrap 12 (Zeda | Emira | Attacq | Italtile | Cashbuild | Pan African Resources | AngloGold | Gold Fields | DRDGOLD | Absa | Discovery)

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Welcome to Ghost Wrap. It’s fast. It’s fun. It’s informative.

In this week’s episode of Ghost Wrap, we cover:

  • Zeda’s first update as a listed company was excellent.
  • Emira Property Fund showcases a year-on-year recovery in its portfolio.
  • Attacq is selling 30% of Waterfall City to the GEPF as a great price for listed shareholders.
  • Italtile and Cashbuild are struggling with consumer confidence and affordability for home improvement projects.
  • Pan African ResourcesAngloGoldGold Fields and DRDGOLD gave a flurry of gold mining updates that didn’t tell a great story for the sector.
  • Absa is a red bank with green numbers that look highly impressive.
  • Discovery didn’t impress anyone with its attempt at adjusted earnings – interest rates are too important to just ignore.

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:

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