The Finance Ghost
Dominique Olivier
The next space race is all in our heads
The next frontier isn’t space or AI - it’s the human brain. And it looks like we’re strapping in chips before we’ve even read the user manual. It's Musk vs. Altman in the fight for our minds, as explained by Dominique Olivier.
Ghost Bites
Ghost Bites (Aspen | Blue Label | Curro | Exxaro | Octodec | Spur | WBHO)
There's no sign of recovery in the Aspen share price. Conversely, Blue Label just keeps aiming for the stars. Exxaro, Spur, Octodec and WBHO all had positive stories. Curro is suffering with a slow and steady decline in numbers.
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
Ghost Bites
Ghost Bites (DRDGOLD | Equites Property Fund | Naspers – Prosus | Sabvest)
DRDGOLD is focusing on throughput more than yield. Equites Property Fund sold a large asset in the UK. The Naspers - Prosus growth story is firmly on track. Sabvest signed off on a great year.
Podcasts
PODCAST: No Ordinary Wednesday Ep107 | A pivot to lower interest rates in South Africa?
Inflation is at 3%. The Reserve Bank wants to lock it there. Interest rates are edging down. But the bigger picture is far from settled, as discussed by Jeremy Maggs with Investec Chief Economist Annabel Bishop. Just what does South Africa's macroeconomic policy mean for all of us?
Ghost Bites
Ghost Bites (Anglo American | BHP | Deneb | Dipula | Harmony Gold)
A busy day for mining saw results come in for BHP, along with the news of Anglo American laughing off the stealmaking coal disposal to Peabody and Harmony Gold getting approval for the copper deal in Australia. Dipula is buying Protea Gardens Mall and several other properties. Deneb is offloading a property.
Ghost Bites
Ghost Bites (Absa | Aveng | CA Sales | MTN | Northam Platinum | Orion Minerals | Thungela)
Absa's earnings were boosted by the credit loss ratio. MTN punters took profit on Monday, but why? Thungela's commitment to its dividend is incredible. CA Sales flagged strong earnings, Northam Platinum had a rough time with Eland and Aveng is an ugly story in Australia. Orion Minerals raised over R20 million from retail investors.
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