Ghost Wrap
Ghost Wrap #19 (Investec | CMH | Northam Platinum + RB Plats + Implats | Pick n Pay | EOH | Nampak | Murray...
Episode 19 of Ghost Wrap features M&A from Investec, Northam Platinum, Glencore, Murray & Roberts and Rebosis. There were earnings from CMH and Pick n Pay, with EOH and Nampak giving balance sheet updates.
Ghost Wrap
Ghost Wrap #18 (Absa | RCL Foods | Metair | York Timber | Nampak | EOH | Bell Equipment | Barloworld)
In this week's Ghost Wrap, a number of marginal companies on the JSE are in the spotlight. There's also deal activity at Absa and RCL Foods, along with results from Bell Equipment and Barloworld.
Ghost Stories
Ghost Stories #11: Investing in 12B Solar with Grovest (with Jeff Miller, CEO Grovest)
Jeff Miller, CEO of Grovest, joined me to introduce the Twelve B Energy Fund and the opportunities that it offers to investors who are looking for a tax-enhanced exposure to solar assets.
Ghost Stories
Ghost Stories #10: Unpacking the Trauma at Transaction Capital (with David Hurwitz, CEO)
Raw, unedited and getting to the crux of key matters around what has happened at Transaction Capital and perhaps most importantly, what the future holds. CEO David Hurwitz is in the hot seat.
Ghost Wrap
Ghost Wrap #17 (Remgro | Steinhoff | York Timber | RFG Holdings | CA Sales Holdings | Master Drilling | Bell Equipment | Gemfields...
In this week's Ghost Wrap, we deal with investment holding companies, FMCG, mining services, mining and primary agriculture companies. Brought to you by Mazars, this is your whirlwind summary of JSE news.
Ghost Stories
Ghost Stories #9: Why Bias is Bad for You (with Kingsley Williams of Satrix)
Kingsley Williams of Satrix is here to help you understand cognitive bias and how it affects the quality of your decision making. This is useful not just for your portfolio, but for your life as well!
Ghost Wrap
Ghost Wrap #16 (Transaction Capital | Sun International | AngloGold + Gold Fields | Hyprop | Sabvest Capital | STADIO | Caxton | Balwin)
Aside from Transaction Capital dominating the headlines, there was good news from Sun International, STADIO, Caxton and Sabvest. Gold Fields and AngloGold announced a JV. Hyprop missed an interim dividend. The outlook for Balwin is worrying.
Ghost Stories
Ghost Stories #8: Of Dark Stores and “Dark” Stores (with Roy Bagattini, CEO of Woolworths)
In this candid discussion with Woolworths CEO Roy Bagattini, we unpacked great insights into how the retailer is navigating this environment. This episode of Ghost Stories is brought to you by EasyEquities.
