TreasuryONE
Ghost Stories
Ghost Stories #86: The “always-on” mentality at Sirius Real Estate
Sirius Real Estate is a great example of a JSE-listed property fund that gives local investors a chance to participate in offshore markets. With a strategy focused on the UK and Germany, Sirius follows an “always-on” mentality to the opportunities in those markets. To understand more about the strategy of the fund and how they win in these markets, I was joined by a full house of CEO Andrew Coombs, CFO Chris Bowman and CIO Tariq Khader. Get ready to learn all about Sirius and the opportunities for this fund.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Alexforbes | Equites Property Fund | Fairvest | Hyprop | Lighthouse Properties | Nutun | Remgro | Standard...
A very busy day of property news saw updates from Accelerate, Equites, Fairvest, Hyprop and Lighthouse, with tailwinds visible across the sector. Alexforbes and Standard Bank gave important financial sector updates. Remgro wants to increase its exposure to Mediclinic SA. Tharisa's SARS victory saved their numbers. Nutun desperately needs to swing to profitability.
Ghost Bites
Ghost Bites (Crookes Brothers | Mahube Infrastructure | Mantengu | PBT | Premier – RFG | Quantum Foods)
Quantum Foods had one of its best periods in a decade. Mantengu has a lot to do in the second half of the year. PBT Holdings unlocked strong margin gains. Crookes Brothers is a reminder of how tough agri is, while Mahube Infrastructure proves that renewables aren't easy either.
Ghost Stories
Ghost Stories #85: Why DIY investing and advice belong together
DIY investing is all the rage and certainly has a place in the market, but so does financial advice. After all, you might love decorating a home, but wouldn’t you still use an architect to design it properly? Kapil Joshi of Momentum Wealth joined me to discuss a best-of-both-worlds approach to DIY investing and financial planning.
Dominique Olivier
The man who sold a country that didn’t exist
This is the tale of the rise and fall of a nation that existed only on paper, and the man who convinced thousands that it was real. Dominique Olivier entertains and shocks you with the story of Gregor MacGregor, one of the most extraordinary frauds in history.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Deneb | eMedia | Frontier Transport | Growthpoint | HCI | KAL | Life Healthcare | Nampak |...
A huge day of news saw the HCI stable (including Deneb, eMedia, Frontier Transport and Tsogo Sun) release results. Growthpoint released a quarterly update. Nampak is a great turnaround story, while Accelerate Property Fund is also coming right. Numbers came in from KAL, Life Healthcare and Novus as well, while Sirius Real Estate announced another acquisition.
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
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