Ghost Wrap
Ghost Wrap #21 (Clicks | Nu-World | Purple Group | Cashbuild | Oceana | Raubex | Mining Production (BHP + Glencore + Merafe +...
This week's Ghost Wrap lays bare the impact of load shedding and inflation on a number of businesses, both good and bad. Look out for major retail, mining and financial services news in this episode.
Ghost Wrap
Ghost Wrap #20 (Aveng | PSG Konsult | De Beers + Richemont | Alphamin | Universal Partners | Stor-Age | Sappi | Glencore)
There's some juicy dealmaking this week (Stor-Age, Sappi and Glencore), alongside tough numbers from Aveng and good ones at Alphamin and PSG Konsult. Watch out for Chinese luxury demand at De Beers and Richemont!
Others
Investment School with Bruce Whitfield: how to research stocks
In my first ever appearance on The Money Show, Bruce Whitfield invited me to an Investment School segment to discuss what I love most: researching stocks and understanding companies.
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.
