Posts by: The Finance Ghost
Ghost Bites (British American Tobacco | Rebosis | Thungela)
British American Tobacco needs to keep increasing prices because volumes are falling. Rebosis issued a business rescue and operational update. Transnet keeps letting Thungela down.
TreasuryONE webinar: likelihood of a recession in 2023?
Is the world headed for a recession in 2023? Join yours truly and the team from TreasuryONE in unpacking the data and answering great questions from the attendees of this webinar.
Ghost Bites (Anglo | Amplats | ARC | Gemfields | Italtile | Kumba | Spar)
Anglo looks to the future. Amplats faces operational pressures. ARC updates the market. Rubies are red, Gemfields is green. Italtile hints at its performance. Kumba updates guidance. Spar responds to media allegations.
Are consumers craving credit?
Chris Gilmour digs into the tricky topic of whether South African consumers are in a position to keep borrowing (and hence buying).
Ghost Bites (Aspen | Ellies | Northam Platinum – Royal Bafokeng Platinum | PBT Group | Shoprite – Massmart)
Aspen takes a big step for vaccines in Africa This deal includes the receipt of $30 million in funding Back in August, Aspen announced an agreement with the Serum Institute of India that would allow
Going direct: building a direct-to-consumer retail business
In the busiest season for retailers, we were grateful to have two successful entrepreneurs who gave us their time to share insights into building a direct-to-consumer business.
Ghost Bites (Barloworld | Gold Fields | Nutritional Holdings | Orion Minerals | RMB Holdings | Vodacom)
Barloworld’s spin-off of Zeda is complete. Chris Griffith is out at Gold Fields. Nutritional Holdings will be kicked off the JSE. Orion secures a funding package. RMB Holdings interim results. Vodacom closes the Egypt deal.
No relaxing into the holidays
You might be on the beach. Your boss might be on the beach. But here’s the thing: the rand isn’t on the beach yet. This is still a busy week of data, as TreasuryONE explores.
Food for thought: SAFEs and regulatory aspects
Entering into a SAFE, while relatively simple on the face of it, requires long-term thinking to ensure that both founder and investor are protected.
Thorts: Corporate governance considerations for Boards of Directors overseeing entities outside of South Africa
Financial assistance resolutions remain the cause of many sleepless nights for attorneys and their clients.