Wednesday, April 30, 2025
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Satrix

What’s Trumps in a Topsy-Turvy World?

Nico Katzke -
Nico Katzke of Satrix covers a number of critical investment trends in the current environment, ranging from the appeal of gold through to the risks facing bonds. As always, diversification is key.
Dominique Olivier

The IVF pioneer that the world (almost) forgot

Dominique Olivier -
Science doesn’t just progress in laboratories. It unfolds in the margins, shaped by the people, politics, and institutions around it. The story of IVF, when told in full, reminds us that breakthroughs are often born twice: once in the petri dish, and again in the public imagination. Dominique Olivier explains how IVF was really developed.
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Ghost Bites
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Ghost Bites

GHOST BITES (CMH | Gemfields | HCI | Kore Potash | MTN Ghana | Novus – Mustek | Quantum Foods | Reinet | WeBuyCars)

The Finance Ghost -
MTN Ghana is off to a great start this year, with Quantum Foods, WeBuyCars and Kore Potash also delivering positive news. Reinet looks flat this quarter. CMH is facing serious problems. The latest auction results at Gemfields look a bit odd. HCI's latest oil drilling is a disappointment. The TRP got a bloody nose on the Novus - Mustek deal.
Ghost Bites

GHOST BITES (ASP Isotopes | Delta Property Fund | Finbond | Impala Platinum | Merafe – Glencore | Renergen | YeboYethu)

The Finance Ghost -
ASP Isotopes is an exciting new JSE listing. Implats, Merafe-Glencore and Renergen gave mining sector updates. Finbond wants to raise up to R2bn in preference shares. YeboYethu enjoyed a higher Vodacom share price. Delta Property Fund sold a property.

 

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Podcasts
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Ghost Wrap

GHOST WRAP – Q1 winners on the JSE

The Finance Ghost -
In considering how the first few months of the year have played out, some surprising winners have emerged. The performance in gold is simply a case of the sector carrying on where it left off in 2024, but what about platinum? And where did that telecoms rally come from? Also, have retail stocks continued their slide since the previous episode of Ghost Wrap that focused on that issue?
Ghost Wrap

GHOST WRAP – Retailers on sale on the JSE

The Finance Ghost -
The retail sector got off to a very poor start in 2025. With practically the entire sector down, are there stocks that were punished more than they should've been? This podcast is a useful summary of recent retail updates.

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