Monday, July 21, 2025

WeTransfer: rage against the machine

The rule of thumb on the internet is that unless it's obvious what the product is, the product is probably you. WeTransfer's attempt to change its Ts & Cs is proof, as explained by Dominique Olivier.

Ghost Stories #64: Beyond the S&P 500 – emerging market opportunities (with Kingsley Williams of Satrix)

With half of 2025 in the rearview mirror, it's been a period in which investors have actively looked for opportunities beyond the United States. That's good news not just for alternatives like Europe, but emerging markets like India and China as well. Kingsley Williams joined me to talk about the key drivers and opportunities in each of those markets.
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Ghost Bites (BHP | Hyprop – MAS | Quantum Foods | Valterra Platinum | Vodacom – Remgro)

Hyprop has put in a conditional offer to MAS shareholders. Vodacom and Remgro tweaked the terms of the fibre deal. BHP's production is strong, but iron ore prices are weak. Valterra Platinum's production ruined the first half numbers. Quantum Foods has had some shareholder register developments.

Ghost Bites (AECI | Redefine)

AECI has announced a few asset disposals that the market loved, but they've also hinted at further acquisitions as well. Redefine is selling Rosebank Corner.

 

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GHOST WRAP – The JSE Winners’ Club in 2025

At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?

GHOST WRAP – April’s droppers and whoppers

There may have been many public holidays in April, but that didn't stop the market from reacting to the broader geopolitical turmoil. With recession concerns as a key theme, which stocks did well and which ones delivered a nasty drop? This podcast is an overview of recent big share price moves among larger local companies on the JSE, revealing some interesting trends. Ghost Wrap is brought to you by Forvis Mazars.
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