Tuesday, October 14, 2025

The Finance Ghost

The Finance Ghost Plugged in with Capitec: Ep 4 (A dose of inspiration with The Local Choice Pharmacy)

Hugh Cunningham is as passionate about customer service and product assortment as he is about medicine. As the co-owner of The Local Choice Pharmacy Harmelia, Hugh focuses on business management, while his wife and co-founder Yolandi ensures the dispensary runs smoothly. On episode 4 of The Finance Ghost Plugged in with Capitec, Hugh shares excellent insights on specialist retail and how pharmacies really work.

Ghost Bites (Adcock Ingram | MAS | Newpark | SA Corporate Real Estate | Sappi)

Sappi is digging for every cent they can. SA Corporate Real Estate is acquiring a large residential property portfolio. MAS has a significant change of direction. Adcock Ingram shareholders say yes to Natco Pharma. Newpark REIT was hurt by reversions.

Port Royal: the city that sank for its sins

Before there was Las Vegas, there was Port Royal: a city of pirates, plunder, and peril clinging to the southern edge of Jamaica. The 17th-century hotspot was once the beating, drunken heart of the Caribbean, until one Sunday in 1692, when the earth opened up and swallowed it whole (quite literally). There's more truth to Disney's tales of Captain Jack Sparrow than you might realise.

Ghost Bites (Deneb | Discovery | Equites Property Fund | Hammerson | Pick n Pay)

Pick n Pay might be improving, but they are still loss-making. Discovery has lofty medium-term targets. Equites Property Fund remains bullish on SA vs. UK. Hammerson is enjoying strong support in the debt markets. Deneb is acquiring 80% in Dawning Filters.

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)

The impact of AI on M&A transactions

The proliferation of AI-enabled businesses creates new complexities in transaction evaluation and execution,.

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