Wednesday, September 10, 2025

The Finance Ghost

Ghost Stories #72: Superbalist to Bash – from startup exits to an omnichannel masterclass at TFG

Claude Hanan and Luke Jedeikin have quite the story to tell. With brands like Superbalist and Bash under their belts, this duo made the journey from indie startup founders to corporate executives responsible for driving growth in groups like Takealot and The Foschini Group (TFG). On this podcast, they explain exactly why omnichannel is so powerful.

Ghost Bites (Altvest | AVI | Clientele | Metrofile | Sun International)

Altvest is going all-in on bitcoin. AVI's beverages business drove them forward. Sun International's casinos continue to struggle. Clientele's customer base is under pressure. Metrofile's margins went the wrong way.

Ghost Bites (African Rainbow Minerals | Bell Equipment | Copper 360 | Dipula Properties | Putprop)

African Rainbow Minerals had a poor period. Bell Equipment's cash is the highlight. Copper 360 needs to raise R1.15 billion in equity and Dipula Properties successfully raised R559 million. Putprop released results.

Everybody loves a good brand rivalry

Whether the medium is sport, politics, or pop culture, one thing is for sure: human beings gravitate towards conflict. Brands know this, and that’s why, every so often, they take off their gloves and enter the ring. American Eagle vs. Gap gave Dominique Olivier the perfect opportunity to dig into historical brand rivalries.

PODCAST: No Ordinary Wednesday Ep108 | Striking gold in global markets

The six resources stocks among South Africa’s “Magnificent 10” are shining on the back of gold and platinum strength, but can the rally withstand US inflation, China’s demand shifts and local logistics woes? Jeremy Maggs speaks to Osa Mazwai and Campbell Parry of Investec.

Ghost Bites (African Rainbow Minerals | Anglo American – Valterra Platinum | Ascendis | Dipula | Fortress Real Estate | Pan African Resources |...

Sanlam's latest results are a mixed bag. Dipula Properties is raising capital and Fortress Real Estate is telling a positive story. African Rainbow Minerals had a tough period. Pan African Resources rewarded punters this year. Ascendis and Trellidor released results. Anglo is fully out of Valterra Platinum.

African M&A Analysis H1 2025 (excluding South Africa)

Round-up of African M&A activity for H1 2025 (excluding South Africa)

Who’s doing what this week in the South African M&A space?

Weekly summary of Merger & Acquisition activity by South African companies

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