The Finance Ghost
Podcasts
PODCAST: No Ordinary Wednesday Ep127 | The Everything Shock
What began as a geopolitical conflict is rapidly becoming something much larger. Oil is only one part of the story. Natural gas, fertilisers, chemicals, shipping routes, aluminium, aviation fuel and global supply chains are all now being affected by the fallout from the Iran war. In the latest episode of No Ordinary Wednesday, Jeremy Maggs speaks to Investec’s Osa Mazwai and Campbell Parry about why this is increasingly being described as an “everything shock.”
Ghost Bites
Ghost Bites (Coronation | Datatec | eMedia | Frontier Transport | HCI | Pepkor | Santova | Stefanutti Stocks | Tsogo Sun | Zeda)
On another ultra busy day of earnings, we saw a positive update from HCI despite pressure in other names in the stable (eMedia / Frontier Transport / Tsogo Sun). Pepkor is my pick in the clothing sector and Zeda is working out well for me. Coronation, Datatec, Santova and Stefanutti Stocks all joined the fray.
Ghost Bites
Ghost Bites (Altron | Exemplar REITail | Netcare | Omnia | Pick n Pay | PPC | RMB Holdings)
Pick n Pay's core business is still going backwards. Altron's numbers look spectacular, with positive news also coming in from Exemplar REITail, Netcare, Omnia and PPC. RMB Holdings has heavily impaired its NAV.
Ghost Bites
Ghost Bites (Finbond | Gemfields | Hyprop | MAS | Orion Minerals | Quantum Foods | Reunert | Richemont | Trematon)
Richemont has welcomed a return to growth in Asia Pacific. MAS is making big changes - and Hyprop is happy to be on the other side of a deal for a property in Bulgaria. Finbond, Gemfields and Reunert all have positives and negatives to consider. Orion Minerals raised capital, while Trematon might sell Generation Education.
Dominique Olivier
Play money: Comic Con and the geek economy
Millennials and Gen Z aren't buying houses by default anymore. But they sure are buying other things! Dominique Olivier's recent visit to Comic Con Cape Town was an eye-opening experience about the power of the broader geek economy.
Ghost Bites
Ghost Bites (4Sight Holdings | Afrimat | Investec | Nampak | Netcare | Oceana | Pick n Pay | Sanlam | Spear REIT |...
Afrimat is a tale of two terrible halves. Investec wants to double its private banking business. Pick n Pay's group HEPS isn't telling you what is actually happening at Pick n Pay's core business. Updates also came in from 4Sight, Nampak, Netcare, Oceana, Sanlam, Spear REIT and Tharisa.
Ghost Bites
Ghost Bites (Africa Bitcoin Corporation | Balwin | Mantengu | Southern Sun | Vukile Property Fund)
Balwin is set to go private thanks to the PIC. Southern Sun achieved excellent growth. Vukile Property Fund easily raised the funds for the Italian expansion. Africa Bitcoin Corporation's best business is ACOF. Mantengu is mulling over a reverse takeover.
Ghost Stories
Ghost Stories #102: A market holding its breath
In this episode of Ghost Stories, I was joined by Satrix’s Nico Katzke to unpack a global market that feels eerily calm in the face of rising risk. From Middle East tensions and the growing threat of energy disruption to the curious resilience of equity markets, the conversation explores whether investors are underpricing just how fragile the current environment really is.
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