Saturday, June 14, 2025
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Ghost Stories

Ghost Stories #63: The Think Big South Africa Competition with PSG

The Finance Ghost -
PSG Financial Services is the proud sponsor of the Think Big South Africa competition, in collaboration with Economic Research Southern Africa (ERSA). PSG wants to encourage South Africans to get involved in their country at the highest level, bringing forward policy ideas and constructive solutions to drive conversations and real change in our country. PSG CEO Francois Gouws joined me to explain why.
Unlock the Stock

UNLOCK THE STOCK: Greencoat Renewables

The Finance Ghost -
In the 55th edition of Unlock the Stock, Greencoat Renewables joined us for the first time ahead of their debut on the JSE.
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Ghost Bites

Ghost Bites (Fortress Real Estate | Karooooo | Quantum Foods | Renergen – ASP Isotopes | Southern Palladium)

The Finance Ghost -
Renergen released the ASP Isotopes deal circular. There's an interesting move on the Quantum Foods share register. Zak Calisto is monetising R1.35bn of his Karooooo stake. Southern Palladium raised A$8 million. Fortress gave details on the Polish development pipeline.
Ghost Bites

Ghost Bites (Assura – Primary Health Properties | MultiChoice | Naspers – Prosus | Pan African Resources)

The Finance Ghost -
Pan African Resources and Naspers/Prosus have both been winners for me this year, with latest numbers showing why. MultiChoice is in much pain. Assura is going ahead with the KKR/Stonepeak offer, not the Primary Health Properties merger.

 

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Ghost Wrap

GHOST WRAP – April’s droppers and whoppers

The Finance Ghost -
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.
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?

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