Podcasts
PODCAST: No Ordinary Wednesday Ep108 | Striking gold in global markets
The six resources stocks among South Africa’s “Magnificent 10” are shining on the back of gold and platinum strength, but can the rally withstand US inflation, China’s demand shifts and local logistics woes? Jeremy Maggs speaks to Osa Mazwai and Campbell Parry of Investec.
Financial Results
Sea Harvest interim results: geared for success
Sea Harvest's interim results for the six months to June 2025 represent a pleasing turnaround in the company's performance, with revenue up 34% and HEPS increasing by 91%.
Financial Results
CA&S interim results: stronger earnings, capacity building and expansion
CA Sales Holdings posted resilient interim results and expanded into East Africa with the Tradco stake. The company is following an approach of targeted strategic investment to secure its long-term success.
Financial Results
RCL Foods FY25 results: improved sales mix and cost savings drive HEPS growth
RCL Foods released results for the year ended June 2025, with revenue from continuing operations up 1.8% and HEPS from continuing operations up 14.4%.
Financial Results
Rainbow Chicken FY25 results: building on momentum
Rainbow Chicken's results for the year ended June reflect delivery of the strategy as intended, with revenue up 9% and HEPS more than tripling year-on-year.
Podcasts
PODCAST: No Ordinary Wednesday Ep107 | A pivot to lower interest rates in South Africa?
Inflation is at 3%. The Reserve Bank wants to lock it there. Interest rates are edging down. But the bigger picture is far from settled, as discussed by Jeremy Maggs with Investec Chief Economist Annabel Bishop. Just what does South Africa's macroeconomic policy mean for all of us?
Capitec
The Finance Ghost Plugged in with Capitec: Ep 2 (A business glow-up with Rabia Ghoor from swiitchbeauty)
Rabia Ghoor, founder of swiitchbeauty and winner of multiple awards, is one of South Africa’s most celebrated young entrepreneurs thanks to her fascinating backstory of starting the business at the age of 14 and dropping out of high school shortly thereafter. But in the decade or so since then, Rabia has built a powerhouse of an eCommerce business – a business that deserves the limelight beyond its founder.
Ghost Stories
Ghost Stories #71: ETFs are like a box of biscuits – how do you pick a flavour?
Exchange Traded Funds (ETFs) offer diversified exposure through a single investment, just like buying a box of biscuits and getting to enjoy a variety of flavours inside. But if you don't know how to read a fact sheet or assess which ETFs you like, then there's no way of knowing what's in the box. Siyabulela Nomoyi of Satrix joined me to share not just his love of biscuits, but also of researching ETFs.
Satrix
Autonomous Investing (AI) – Myth or Reality?
In an age dominated by AI innovations that blur the lines between reality and generative fiction, autonomous investing seems like the logical next frontier. Here, Nico Katzke of Satrix explores which parts of investing are likely to be impacted by AI – and (spoiler alert), the impact may not be what you expect.
Podcasts
PODCAST: No Ordinary Wednesday Ep106 – Beyond the balance sheet | Humanising wealth
What do the colours of a popular toothpaste tell us about how we think about wealth?
In the latest episode of the No Ordinary Wednesday podcast, Alexandra Nortier and Marc Romberg, joint heads of Wealth Management at Investec Wealth & Investment International, join Jeremy Maggs to explore how the nature of wealth is changing.
Financial Results
Nedbank Group Interim Results 2025
Nedbank has released group interim results with financial performance slightly ahead of guidance. Both HEPS and the interim dividend per share increased by 6%. Nedbank has placed their results here for the benefit of Ghost Mail readers.
