Ghost Bites
Ghost Bites (ACOF | Argent Industrial | Fortress Real Estate | Goldrush | Invicta | Lighthouse Properties | Naspers/Prosus | SA Corporate Real Estate)
Prosus is generating much better free cash flow outside of Tencent. Fortress Real Estate is raising capital. Important numbers came in from Argent Industrial, Goldrush, Invicta, Lighthouse Properties and SA Corporate Real Estate. ACOF is also showing promising signs.
Ghost Stories
Ghost Stories #107: The real risk is playing it “safe”
Volatility feels like risk. The daily noise, the red screens, the uncomfortable drawdowns - these are the stress points for investors. This is what might keep you out of the market altogether. But what if the real risk was avoiding the markets over the long-term, rather than managing the bumps along the way? Kingsley Williams of Satrix explains.
Ghost Bites
Ghost Bites (Bell Equipment | Crookes Brothers | Merafe | Spear REIT)
Bell Equipment's earnings are dropping sharply. Spear REIT's year is off to a decent start. Merafe has reached a full agreement with Eskom around tariffs, enabling the restart of two smelters. Crookes Brothers was assaulted by Mother Nature.
