The Finance Ghost
Ghost Bites
Ghost Bites (Araxi | Fortress Real Estate | Octodec | Tiger Brands | Vukile Property Fund)
Tiger Brands is executing a stunning turnaround. Fortress, Octodec and Vukile delivered interesting property updates. Araxi is hoping that investors will focus on normalised numbers.
Ghost Bites
Ghost Bites (Attacq | Mantengu | Nedbank | Pepkor | Sea Harvest | Stefanutti Stocks | Zeda)
Pepkor is just going from strength to strength - and starting a bank! Sea Harvest is grateful for the focus on hake. Zeda's earnings are up, but not for the best reasons. Attacq is on track. Stefanutti Stocks still has work to do on the balance sheet. Nedbank has settled with Transnet. Mantengu has swung sharply into losses.
Ghost Stories
Ghost Stories #84: Assurance and trust – the route to wider blockchain adoption
A decade ago, barely anyone you knew would even have heard of Bitcoin and cryptocurrency, let alone blockchain technology. But today, the tokenisation of digital assets is so important that regulators around the world are paying increasing attention to it. Dr Wiehann Olivier of Forvis Mazars joined me for insights into the evolution of cryptocurrency from the initial Bitcoin years through to stablecoins and adoption by leading institutions.
Unlock the Stock
UNLOCK THE STOCK: Calgro M3
In the 63rd edition of Unlock the Stock, Calgro M3 returned to the platform to talk about the recent numbers and the strategic outlook for the business.
Podcasts
PODCAST: No Ordinary Wednesday Ep115 | The great rewiring of global healthcare
Medicine is moving into a world where software spots patterns before humans sense symptoms, and breakthrough therapies can move markets faster than earnings reports. Longevity is rising, costs are climbing, and global healthcare systems are left to wonder whether innovation will save them or bankrupt them first. In this episode of Investec No Ordinary Wednesday, Jeremy Maggs speaks with Dr Jimmy Muchechetere from Investec Investment Management UK.
Ghost Bites
Ghost Bites (Harmony Gold | Invicta | Netcare | Oceana | PPC | Prosus – Naspers | Stefanutti Stocks)
Prosus - Naspers is growing strongly, with all eyes on the Just Eat Takeaway.com integration. PPC's turnaround strategy is working incredibly well. Invicta and Netcare both took advantage of share buybacks. Oceana was dragged down by fish oil prices. Harmony Gold is pushing further into copper. Stefanutti Stocks has settled with Eskom.
Ghost Bites
Ghost Bites (Blu Label – Cell C | Hammerson | Sea Harvest | Sirius Real Estate | SPAR)
Cell C's IPO fell short on pricing. SPAR's difficult turnaround continues. Sea Harvest is selling Ladismith Cheese. Hammerson bought a UK property and Sirius Real Estate closed an acquisition in Germany.
Dominique Olivier
The South Sea bubble: a financial crash to remember
If you’ve been watching the current frenzy around artificial intelligence - the breathless predictions, the overnight billionaires, the declarations that civilisation is either saved or doomed - you may feel a faint sense of déjà vu as you read Dominique Olivier's tale of The South Sea Company bubble. It even caught out Sir Isaac Newton!
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