The Finance Ghost
DealMakers
Revolution in the boardroom: how shareholders are shaping modern business
In today’s world, shareholders are not just passive investors; they are active and engaged, demanding more than just financial returns.
DealMakers
Leveraging M&A for strategic growth
When executed correctly, there is little that can beat M&A for long-term growth and value creation.
Ghost Bites
Ghost Bites (Anglo American – Valterra Platinum | Aspen | Cashbuild | Discovery | Woolworths)
Woolworths takes the fight to Checkers. Discovery is showing excellent growth. Aspen had an awful year. Cashbuild is grinding away. Anglo American is selling the remaining shares in Valterra Platinum.
Ghost Bites
Ghost Bites (AfroCentric | ArcelorMittal | ASP Isotopes | Barloworld | Invicta | iOCO | Motus | Shoprite)
Shoprite released more excellent numbers. iOCO is on a firm footing these days. Motus was helped by a decrease in debt. ASP Isotopes is hitting big milestones. Invicta is acquiring a UK business. Barloworld's sanctions investigation is complete. AfroCentric needs to find growth. ArcelorMittal has started shutting the Longs business.
Ghost Bites
Ghost Bites (Bell Equipment | Bidvest | Blue Label | Brimstone | CA Sales | RCL Foods | Santam | Sea Harvest | Sun...
CA Sales, RCL Foods, Santam and Sea Harvest all released solid numbers. Bidvest, Bell Equipment and Brimstone are struggling to various degrees. Sun International posted a resilient set of numbers. Blue Label has given more details on the Cell C restructure.
Financial Results
Sea Harvest interim results: geared for success
Sea Harvest's interim results for the six months to June 2025 represent a pleasing turnaround in the company's performance, with revenue up 34% and HEPS increasing by 91%.
Financial Results
CA&S interim results: stronger earnings, capacity building and expansion
CA Sales Holdings posted resilient interim results and expanded into East Africa with the Tradco stake. The company is following an approach of targeted strategic investment to secure its long-term success.
Financial Results
RCL Foods FY25 results: improved sales mix and cost savings drive HEPS growth
RCL Foods released results for the year ended June 2025, with revenue from continuing operations up 1.8% and HEPS from continuing operations up 14.4%.
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