Friday, October 11, 2024

Ghost Wrap #62 (Sasol | ArcelorMittal | Sappi | Curro | British American Tobacco)

This Ghost Wrap podcast covers three cyclical stocks (Sasol / ArcelorMittal / Sappi) before moving into Curro's growth challenges and British American Tobacco's business model.

Ghost Wrap #61 (The Foschini Group | Mr Price | Truworths | Pepkor)

In this episode of the Ghost Wrap podcast, I focused on four competing clothing retailers and their recent updates. Ghost Wrap is brought to you by Mazars.

Ghost Wrap #60 (Motus | Attacq | Clicks | Woolworths)

In this episode of Ghost Wrap, you only need five minutes to get the most important insights into Motus, Attacq, Clicks and Woolworths.

Ghost Wrap #59 (Merafe | Pick n Pay | Frontier Transport | Tharisa + Northam Platinum)

In the first Ghost Wrap podcast of 2024, I covered the latest from Merafe, Pick n Pay, Frontier Transport and PGM duo Tharisa and Northam Platinum.

Ghost Wrap #58 (Tharisa | enX – Nedbank | Thungela | Italtile | Grindrod)

This episode of Ghost Wrap brings you the need-to-know updates on Tharisa, enX's deal with Nedbank, Thungela, Italtile and Grindrod. This is made possible by Mazars.

Ghost Wrap #57 (British American Tobacco | Absa + Nedbank | Transaction Capital | Spur | Murray & Roberts)

Going into more detail than usual this week, I covered the outlook at British American Tobacco, the recent banking updates, the state of play at Transaction Capital, exciting stuff at Spur and improvement at Murray & Roberts. Ghost Wrap is brought to you by Mazars.

Ghost Wrap #56 (Purple Group | Spar | Pepkor | Bidvest | Attacq)

In this podcast, I covered a variety of sectors in the form of Purple Group, Spar, Pepkor, Bidvest and Attacq. It's a tough market out there, but there's always so much to learn!

Ghost Wrap #55 (Mr Price | Southern Sun vs. City Lodge | Sirius Real Estate | African Rainbow Capital | Sibanye-Stillwater)

In this Ghost Wrap podcast, you can get the latest on retailer Mr Price, the hospitality sector (Southern Sun vs. City Lodge) and a trio of capital raises.
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