Tuesday, November 4, 2025

Ghost Bites (Altron | Ethos Capital | Exxaro | MTN Rwanda | Oceana | Pepkor | Redefine Properties | Santova)

Pepkor shows what is possible in retail. Santova paints a worrying picture around SA trade. Altron is a mixed bag, while Redefine looks solid and MTN Rwanda adds to the positivity around Africa. Oceana had a better than expected finish to the year. Ethos Capital is moving closer to a full value unlock. Exxaro sold a business.

Ghost Bites (Collins Property | Impala Platinum | MC Mining | MTN Nigeria | Nu-World | Renergen | Vodacom)

On a big day for telecoms, both Vodacom and MTN Nigeria released excellent numbers. Collins Property, Impala Platinum, MC Mining and Nu-World also had important updates. Renergen shareholders can thank their lucky stars that ASP Isotopes came along to save them.

PODCAST: No Ordinary Wednesday Ep113 | The new era of cyber risk

Deepfakes that fool the eye. Voices that sound real. Attacks that never sleep. As artificial intelligence reshapes both offence and defence, cyber risk has gone mainstream. In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Investec cybersecurity experts Nomalizo Hlazo and Tash van der Heever.

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