TreasuryONE
Ghost Bites
Ghost Bites (Boxer | Greencoat | Kumba Iron Ore | Shaftesbury)
Boxer's performance has accelerated despite negative food inflation. Kumba Iron Ore's self-help strategies are paying off. Shaftesbury is partying it up in London's West End. Greencoat wishes there was more wind.
Ghost Stories
Ghost Stories #68: Clarity on managing risk for traders and investors
Tinus Rautenbach from Clarity by Investec is passionate about the markets and the full spectrum of its participants, from traders through to long-term investors. Clarity caters to them all, with Tinus joining me to share useful tips and insights into how volatility should be managed by different types of equity enthusiasts.
Sponsored
A Perspective on Fair Value in the South African Bond Market
In South Africa’s financial ecosystem, the concept of “fair value” arises frequently, particularly when discussing corporate bonds. Yet, for many investors, the differences between fair value and mark-to-market pricing, and why this might matter, can be misunderstood. Ian Norden of Intengo Market unpacks this issue and its impact on the market.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Sea Harvest | Spear REIT | Valterra Platinum)
It's all eyes on the second half at Valterra Platinum. Sea Harvest's numbers are even better than previously guided. Spear REIT announced another acquisition. Accelerate Property Fund received reasonable support for the rights offer.
Ghost Bites
Ghost Bites (AVI | Cashbuild | Hyprop – MAS | Merafe | Spear REIT)
Hyprop has terminated its MAS bid - but is this really the end? AVI grew despite a demanding base. Cashbuild is also in the green. Spear REIT announced an acquisition. Merafe is posting very worrying numbers.
Dominique Olivier
The Merch Awakens: The Real Star Wars Empire
In the summer of 1977, a sound was heard that changed the world forever. This wasn’t the sound of a politician’s voice, or the chanting of protesters - no, this was the distinctive sound of a lightsaber powering up. And through some brave entrepreneurial strategies, George Lucas used it to begin a toy revolution.
Unlock the Stock
UNLOCK THE STOCK: PBT Group
In the 58th edition of Unlock the Stock, PBT Group returned to the platform to update us on the recent numbers and the latest strategic thinking.
Podcasts
PODCAST: No Ordinary Wednesday Ep105 – Global consumer trends 2025
From AI-optimised shelf space to influencer-fuelled fast fashion, global consumer trends are in flux. Global Consumer Analyst at Investec UK, Eddy Hargreaves, joins No Ordinary Wednesday to explore retail innovation, brand strategy, and why selling to today’s cautious, connected shopper is trickier than ever.
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