The Finance Ghost
Ghost Bites
Ghost Bites (ArcelorMittal | Mantengu Mining | South32 | Supermarket Income REIT | Tharisa)
ArcelorMittal's longs business is still likely to close. South32's Mozal Aluminium smelter is also at risk. Supermarket Income REIT's latest deal is a fascinating data point for property pricing in the UK. Tharisa corrected a financial error. Mantengu Mining is changing its name.
Ghost Stories
Ghost Stories #64: Beyond the S&P 500 – emerging market opportunities (with Kingsley Williams of Satrix)
With half of 2025 in the rearview mirror, it's been a period in which investors have actively looked for opportunities beyond the United States. That's good news not just for alternatives like Europe, but emerging markets like India and China as well. Kingsley Williams joined me to talk about the key drivers and opportunities in each of those markets.
Dominique Olivier
The boxer and the million-dollar burger
What did George Foreman, the man who once flattened Joe Frazier in two rounds, know about small kitchen appliances? Apparently, quite a lot - at least when it came to selling them. Dominique Olivier tells the story of George Foreman Grill, a wild success for Salton that made the boxer fabulously wealthy.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Delta Property Fund | MAS | Schroder European Real Estate)
MAS shareholders have spoken - and Prime Kapital have a fight on their hands. Accelerate Property Fund is trying to tie up loose ends with related parties. Schroder's European portfolio is a mixed bag. Delta's disposal of 88 Field shows how CBDs have deteriorated.
Podcasts
PODCAST: No Ordinary Wednesday Ep104 – How South Africa can shift gears for growth
South Africa has spent more than a decade in economic drift. So, how do we get back on track? In this episode of No Ordinary Wednesday, Jeremy Maggs is joined by Cumesh Moodliar, CEO of Investec South Africa, and Osagyefo Mazwai, Investment Strategist at Investec Wealth & Investment International, to unpack the hard truths, and outline a roadmap to recovery and long-term prosperity.
Ghost Bites
Ghost Bites (Renergen | Southern Palladium)
Renergen shareholders have given a resounding yes to the ASP Isotopes deal. Southern Palladium has released an optimised prefeasibility study that shows improved returns and a lower peak funding requirement.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Join our community of SUBSCRIBERS and be part of the conversation.
To subscribe, simply enter your email address on our website or click the subscribe button below. Don't worry, we respect your privacy and won't spam your inbox. Your information is safe with us.
