Tag:
Ghost Wrap
Ghost Wrap
Ghost Wrap #80 (Sibanye-Stillwater | Truworths | Finbond | Barloworld)
In this episode of Ghost Wrap, I covered interesting recent news from Sibanye-Stillwater, Truworths, Finbond and Barloworld. Ghost Wrap is made possible by ForvisMazars.
Ghost Wrap
Ghost Wrap #78 (Italtile | ADvTECH and STADIO | Harmony)
Italtile had a better second half as expected, but new risks have emerged. ADvTECH and STADIO have shown us that private education can be lucrative, provided the business model is right. Harmony got its gold production sorted at exactly the right time.
Ghost Wrap
Ghost Wrap #76 (Italtile & Cashbuild | Quilter | AngloGold & Gold Fields)
Italtile and Cashbuild are interesting plays for an improvement in consumer discretionary spending. Quilter released strong results. AngloGold and Gold Fields had such different production results, yet its Gold Fields out there doing deals.
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 #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 #67 (Sirius Real Estate | Afrimat | Oceana | PSG Financial Services)
Listen to the show here:
The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a...
Ghost Wrap
Ghost Wrap #66 (MultiChoice | Grindrod Shipping | MC Mining | Sanlam)
Listen to the show here:
The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a...
