Sunday, May 25, 2025

Ghost Wrap 15 (Capitec | Standard Bank | Nedbank | AVI | Sea Harvest | Bidvest | Shoprite | STADIO | Renergen)

With major updates in the banking and fishing industries, it was an interesting week. Bidvest was perhaps the star of the week, while Shoprite struggling with load shedding. STADIO and Renergen also feature.

Ghost Wrap 14 (Murray & Roberts | Aspen | Cashbuild | Caxton & CTP | Investec Property Fund | Woolworths | MultiChoice | Sasfin)

I explain the big moves in Murray & Roberts. Aspen and Woolworths, along with major strategic news from MultiChoice and the ManCo deal at Investec Property Fund. I also cover Cashbuild, Caxton & CTP and Sasfin. Ghost Wrap is brought to you by Mazars.

Ghost Stories #7: Growth, Value and Markets (Nico Katzke, Head: Portfolio Solutions at Satrix)

Nico Katzke has an absolute wealth of experience and knowledge, which is why he is the Head of Portfolio Solutions at Satrix. He joined me to talk about, well, almost everything!

Ghost Wrap 13 (Adcock Ingram | KAP Industrial Holdings | Motus | Tiger Brands | Quantum Foods | Libstar | Bidcorp | City Lodge)

Covering numerous updates across the pharmaceutical, industrial, FMCG and hospitality sectors this week, Ghost Wrap is your whirlwind update on the week's most interesting JSE updates. Ghost Wrap is brought to you by Mazars.

Ghost Stories #6: Say Hello to Helium (Stefano Marani, CEO of Renergen)

In Ep6 of Ghost Stories, Renergen CEO Stefano Marani joined The Finance Ghost to unpack the uses of helium and Renergen's operations, along with the capital raising strategy for the project.

Ghost Wrap 12 (Zeda | Emira | Attacq | Italtile | Cashbuild | Pan African Resources | AngloGold | Gold Fields | DRDGOLD |...

Covering numerous updates across the gold mining, financial services, property and consumer sectors, Ghost Wrap is your whirlwind update on the week's most interesting JSE updates. Ghost Wrap is brought to you by Mazars.

Ghost Wrap 11 (Bowler Metcalf | PPC | Renergen | Orion | Sappi | British American Tobacco | Kaap Agri | Pick n Pay...

Welcome to your whirlwind update on the most interesting stories on the JSE in the past week, brought to you by Mazars.

Ghost Stories #5: The Importance of China (Siyabulela Nomoyi, Portfolio Manager at Satrix)

In this episode of Ghost Stories, Siyabulela Nomoyi (Quantitative Portfolio Manager at Satrix) joined me to talk about the importance of China not just...
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