Saturday, September 27, 2025

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Ghost Bites (Barloworld | Capital Appreciation | Ethos Capital | Fairvest | Tsogo Sun)

Fairvest's portfolio strategy is working beautifully. Barloworld is having another difficult year, whereas Ethos Capital is having a much better time of things. Tsogo Sun is excited about the casino opportunity in Somerset West. Capital Appreciation has settled the Dariel earn-out after it missed profit targets.

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

Weekly summary of Merger & Acquisition activity by South African companies

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies

Who’s doing what in the African M&A and debt financing space?

Weekly summary of all M&A, financial and debt market activity from across Africa (excluding South Africa)

Navigating the challenges of renewable asset valuation

Valuing these assets is a complex and highly technical process which can result in a heightened risk of mispricing and overpaying for assets.

Virtual Assets Regulation in Southern Africa: a regional comparative analysis

Emerging regulatory clarity is positioning Southern Africa as a promising environment for the responsible development and adoption of virtual assets.

Ghost Stories #73: STADIO – A bright future for students and shareholders

STADIO Holdings is enjoying excellent support in the market for its strategy, evidenced by a strong share price performance in a year when the shine has come off many SA Inc. stocks. This begs the question: how are they getting it right? CEO Chris Vorster and CFO Ishak Kula joined me on this podcast to explain how the growth strategy is playing out.

Ghost Bites (Burstone | Gemfields | Grand Parade | Remgro)

Remgro's NAV grew solidly this year and they insist on a special dividend instead of more buybacks. Burstone's platform strategy is growing, but perhaps not quickly enough. Gemfields needs things to improve rather urgently. Grand Parade's casino exposure is problematic.

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