The Finance Ghost
Unlock the Stock
UNLOCK THE STOCK: Capital Appreciation Ltd
In the 59th edition of Unlock the Stock, Capital Appreciation returned to the platform to walk us through their recent performance and their growth areas going forwards.
Podcasts
PODCAST: No Ordinary Wednesday Ep106 – Beyond the balance sheet | Humanising wealth
What do the colours of a popular toothpaste tell us about how we think about wealth?
In the latest episode of the No Ordinary Wednesday podcast, Alexandra Nortier and Marc Romberg, joint heads of Wealth Management at Investec Wealth & Investment International, join Jeremy Maggs to explore how the nature of wealth is changing.
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
DealMakers
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)
Ghost Bites
Ghost Bites (Astoria | Collins Property | Glencore | Jubilee Metals | Quilter | Sirius Real Estate)
Glencore needs a big second half. Sirius Real Estate has done more deals, as has Collins Property. Quilter's dividend has grown much faster than earnings. Jubilee Metals guides for a big 2026 in copper. Astoria's NAV took a significant knock from diamonds.
Financial Results
Nedbank Group Interim Results 2025
Nedbank has released group interim results with financial performance slightly ahead of guidance. Both HEPS and the interim dividend per share increased by 6%. Nedbank has placed their results here for the benefit of Ghost Mail readers.
Ghost Bites
Ghost Bites (JSE | Nedbank | Pick n Pay | Shoprite | Telkom)
Pick n Pay is showing positive momentum and Shoprite is doing extremely well, but is it slowing down? Nedbank needs SA growth to pick up. Telkom is a victim of high expectations. The JSE itself is growing earnings despite all the delistings.
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