Thursday, July 31, 2025

DealMakers

Ghost Bites (Accelerate Property Fund | AECI | Astoria | Brimstone | Glencore | Orion Minerals)

Glencore's production update shows a nasty drop in own sourced copper. AECI's turnaround is making good progress. Brimstone has been boosted by Sea Harvest. Accelerate Property Fund remains highly speculative. Orion Minerals released a quarterly report. Astoria is reducing its stake in OIH.

Ghost Bites (Boxer | Greencoat | Kumba Iron Ore | Shaftesbury)

Boxer's performance has accelerated despite negative food inflation. Kumba Iron Ore's self-help strategies are paying off. Shaftesbury is partying it up in London's West End. Greencoat wishes there was more wind.

Ghost Stories #68: Clarity on managing risk for traders and investors

Tinus Rautenbach from Clarity by Investec is passionate about the markets and the full spectrum of its participants, from traders through to long-term investors. Clarity caters to them all, with Tinus joining me to share useful tips and insights into how volatility should be managed by different types of equity enthusiasts.

A Perspective on Fair Value in the South African Bond Market

In South Africa’s financial ecosystem, the concept of “fair value” arises frequently, particularly when discussing corporate bonds. Yet, for many investors, the differences between fair value and mark-to-market pricing, and why this might matter, can be misunderstood. Ian Norden of Intengo Market unpacks this issue and its impact on the market.

Ghost Bites (Accelerate Property Fund | Sea Harvest | Spear REIT | Valterra Platinum)

It's all eyes on the second half at Valterra Platinum. Sea Harvest's numbers are even better than previously guided. Spear REIT announced another acquisition. Accelerate Property Fund received reasonable support for the rights offer.

Ghost Bites (AVI | Cashbuild | Hyprop – MAS | Merafe | Spear REIT)

Hyprop has terminated its MAS bid - but is this really the end? AVI grew despite a demanding base. Cashbuild is also in the green. Spear REIT announced an acquisition. Merafe is posting very worrying numbers.

The Merch Awakens: The Real Star Wars Empire

In the summer of 1977, a sound was heard that changed the world forever. This wasn’t the sound of a politician’s voice, or the chanting of protesters - no, this was the distinctive sound of a lightsaber powering up. And through some brave entrepreneurial strategies, George Lucas used it to begin a toy revolution.

UNLOCK THE STOCK: PBT Group

In the 58th edition of Unlock the Stock, PBT Group returned to the platform to update us on the recent numbers and the latest strategic thinking.

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