The Finance Ghost
Ghost Bites
Ghost Bites (Adcock Ingram | MAS – Hyprop | Reinet | Sasol)
Sasol closed 6% lower after a production update and trading statement. Adcock Ingram rallied after a cautionary. Reinet's NAV moved lower as expected. MAS has called the meeting that was demanded by institutional shareholders.
Podcasts
Ghost Stories #66: The exit edge – is private equity still outpacing IPOs?
The latest C-suite Barometer study by Forvis Mazars paints a positive picture for private equity and alternative investments, with 26% of global executives planning to use these channels to raise funds in the year ahead. But why is this the case? And will private equity continue to outpace IPOs as the exit mechanism for choice?
Ghost Stories
Ghost Stories #65: Altvest unplugged – a no-limits conversation with Warren Wheatley
With edgy branding and a highly unusual approach in South Africa of building from the ground up in public (i.e. while listed on the JSE), Altvest is playing life on hard mode. CEO and founder Warren Wheatley knows this, yet he remains steadfast in his belief about what they are building. Get ready for over an hour of hard-hitting conversation around Altvest's assets, director remuneration and more.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Assura – Primary Health Properties | Castleview | Jubilee Metals | MAS – Hyprop | Reinet | Sibanye-Stillwater...
The MAS situation is really heating up now, with the board giving strong views on the Hyprop offer. The Assura - Primary Health offer is going nowhere fast. Castleview has glaring capital raising inconsistencies. Sibanye announced an acquisition in the US. Accelerate's related party headaches continue. Jubilee Metals, Reinet and South32 released numbers.
Sponsored
Prime Kapital letter to MAS shareholders
Prime Kapital has sent a letter to shareholders of MAS regarding the voluntary bid by Hyprop. The letter is published here without amendment. This may assist you in forming a view on the various corporate actions around MAS.
Capitec
The Finance Ghost Plugged in with Capitec: Ep 1 (Bootstrapping a Brownie Business – TheHungryMute)
Makomborero Mutezo is in the early stages of building a food design empire. With a mix of culinary and design skills, plus a curious mind, he shares delicious insights in episode 1 of The Finance Ghost plugged in with Capitec.
Dominique Olivier
WeTransfer: rage against the machine
The rule of thumb on the internet is that unless it's obvious what the product is, the product is probably you. WeTransfer's attempt to change its Ts & Cs is proof, as explained by Dominique Olivier.
Ghost Bites
Ghost Bites (BHP | Hyprop – MAS | Quantum Foods | Valterra Platinum | Vodacom – Remgro)
Hyprop has put in a conditional offer to MAS shareholders. Vodacom and Remgro tweaked the terms of the fibre deal. BHP's production is strong, but iron ore prices are weak. Valterra Platinum's production ruined the first half numbers. Quantum Foods has had some shareholder register developments.
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