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Ghost Stories

Ghost Stories #95: Reeling in returns: Sea Harvest’s best-ever performance

The Finance Ghost -
The ocean is a mystical place that has captured our imagination as a species for as long as anyone can remember. And although there are many fish in the sea, taking advantage of that resource in a sustainable and profitable way really isn’t that simple. Sea Harvest has signed off on an incredible year that demonstrates the depth of the strategy - quite literally. CEO Felix Ratheb and CFO Muhammad Brey joined me to explain the fishing industry and how they make money.
Ghost Stories

Ghost Stories #94: Shoprite’s secret sauce: value retail culture meets omnichannel

The Finance Ghost -
Get ready for a masterclass in retail from Pieter Engelbrecht, CEO of South Africa's largest employer. If you're ready to learn about the secrets to Shoprite's success, you're in the right place. With the South African retail sector having to navigate tremendous challenges, Shoprite keeps coming out on top. But how do they do it?
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Ghost Bites

Ghost Bites (ADvTECH | FirstRand | Greencoat Renewables | Impala Platinum | Sanlam | STADIO)

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Education sector duo ADvTECH and STADIO are showing excellent growth. FirstRand's improvement in certain metrics is extraordinary. Sanlam's numbers are complex. Impala Platinum can be grateful for PGM prices. Greencoat Renewables is embarking on major share buybacks.
Ghost Bites

Ghost Bites (AfroCentric | Cashbuild | Labat Africa | Libstar | Lighthouse Properties | Quilter | Sanlam | Woolworths)

The Finance Ghost -
Woolworths is putting up a good fight in the retail market. Quilter is extracting growth from the UK market, while Cashbuild has found a way to improve margins. Lighthouse is delivering decent returns. Sanlam is investing billions in ARC. Look out for AfroCentric numbers, a Libstar Capital Markets Day announcement and a deal at Labat Africa.
Ghost Bites

Ghost Bites (Aspen | Brimstone | Caxton | Discovery | iOCO | Nedbank | Optasia | Sea Harvest | Shoprite | WBHO | Weaver)

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Ghost Bites

Ghost Bites (Bidvest | Clientèle | Italtile | JSE | Libstar | Merafe | MTN | RCL Foods | Thungela)

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Ghost Bites

Ghost Bites (Brait | Merafe | MTN Nigeria | Northam Platinum | Vukile Property Fund)

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Ghost Bites

Ghost Bites (Discovery | Fortress Real Estate | KAP | Libstar | Nedbank | OUTsurance | Spur | Tiger Brands | Truworths)

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Ghost Bites

Ghost Bites (AECI | Bidcorp | Blu Label | Fortress Real Estate | Hammerson | Motus | Mustek | Shaftesbury | Valterra Platinum)

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Ghost Bites

Ghost Bites (African Rainbow Minerals | Altron | NEPI Rockcastle | Octodec | RCL Foods | Redefine Properties | Super Group)

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Ghost Bites

Ghost Bites (Aveng | Clientèle | Gemfields | Mr Price | Nedbank | Octodec | Sasol | SPAR)

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Ghost Bites

Ghost Bites (Anglo American | AngloGold | Dis-Chem | enX | Sibanye-Stillwater | Spar)

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Ghost Bites

Ghost Bites (Blu Label | City Lodge | Equites Property Fund | Gold Fields | Jubilee Metals | Kumba Iron Ore | Mondi |...

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Ghost Bites

Ghost Bites (Araxi | Aveng | DRDGOLD | Glencore | Grindrod | Merafe | Pan African Resources | Sibanye-Stillwater | Transpaco)

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Ghost Wrap

GHOST WRAP – Earnings season brings out the bulls and the bears

The Finance Ghost -
With the August / September earnings season behind us, it's helpful to look at share price moves over the past 30 days on the JSE to see how sentiment has shifted. The PGMs have driven the Top40 higher, while insurance has taken a breather.
Ghost Wrap

GHOST WRAP – The JSE Winners’ Club in 2025

The Finance Ghost -
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?

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