Wednesday, June 3, 2026

UNLOCK THE STOCK: Metair Investments

In the 71st edition of Unlock the Stock, Metair Investments joined the platform to discuss the challenges and opportunities in their fascinating business. With exposure to South Africa's automotive sector, this is a great way to understand that value chain.

PODCAST: No Ordinary Wednesday Ep127 | The Everything Shock

What began as a geopolitical conflict is rapidly becoming something much larger. Oil is only one part of the story. Natural gas, fertilisers, chemicals, shipping routes, aluminium, aviation fuel and global supply chains are all now being affected by the fallout from the Iran war. In the latest episode of No Ordinary Wednesday, Jeremy Maggs speaks to Investec’s Osa Mazwai and Campbell Parry about why this is increasingly being described as an “everything shock.”
Latest
In Case you missed it

Ghost Bites (Bidcorp | British American Tobacco | Burstone | Invicta | Momentum | Santova | Telkom)

Telkom is brimming with confidence, while Bidcorp and British American Tobacco are executing on their global business strategies. Invicta had a flat period, with Burstone also not giving investors much to get excited about. Santova is a good business in a tough environment. Momentum's capital markets day makes for good reading.

Ghost Bites (Copper 360 | Merafe | Momentum | Pan African Resources | Sirius Real Estate | Tiger Brands)

Tiger Brands put in an exceptional margin performance. Sirius Real Estate had a busy period of deals. Pan African Resources had a record year of cash flow, but the market hated the guidance. Momentum is still living up to its name. NERSA has thrown Merafe a lifeline. Copper 360 finds no love in the market.

 

BE PART OF THE GHOST MAIL COMMUNITY

Join 140,000 investors in the Ghost Mail community.

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

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 – 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?
Verified by MonsterInsights