The Finance Ghost
Ghost Bites
Ghost Bites (Astral Foods | MTN Ghana | Primary Health Properties)
Astral Foods has tightened its earnings guidance. MTN Ghana has banked another strong quarter. Primary Health Properties is delivering on merger synergies. And there are plenty of Nibbles today!
Unlock the Stock
UNLOCK THE STOCK: Attacq Limited
In the 69th edition of Unlock the Stock, Attacq Limited returned to the platform to talk about the recent numbers and the strategic outlook for the business. The recorded presentation and Q&A session is available here.
Ghost Bites
Ghost Bites (Anglo American | CMH | Kumba Iron Ore | Merafe)
CMH is a great example of how to overcome disruption. Anglo American is a mixed bag, with diamonds going from bad to worse. Kumba Iron Ore is doing well, but remains at the mercy of Transnet. Merafe's smelter operations were negligible in the latest quarter.
Ghost Bites
Ghost Bites (Fairvest | Hulamin | Impala Platinum | Mondi)
Fairvest's capital raise made me wonder about the property cycle. Mondi is really struggling at the moment. Impala Platinum's latest quarter looked decent. Hulamin is selling the extrusions business.
Dominique Olivier
A curious case of choreomania
In 2026, it doesn’t take much to make millions of people do the same thing at once. We call it "going viral". But five hundred years ago, in a small European city, something else went viral - and the reasons why remain a mystery to this day. Dominique Olivier tells the story of choreomania. Dance enthusiasts, this one is for you!
Ghost Bites
Ghost Bites (Cashbuild | Clicks | Sasol | Spear REIT | Valterra Platinum)
Clicks is growing, but nowhere near fast enough for the valuation. Cashbuild has some positive momentum. Sasol's guidance for the year is encouraging. Spear REIT had no trouble raising the R1 billion in equity. Valterra Platinum's production numbers need to be viewed carefully.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Mergers & Acquisitions 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.
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