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Famous Brands – results fresh out the oven
After releasing results for the year ended February 2022, Famous Brands rallied by as much as 11% before settling down to a 4.9% gain by lunchtime on Tuesday. As a quick reminder, Famous Brands is
Ghost Bites Vol 18 (22)
Gold Fields and Famous Brands were my focus areas on the day, with important announcements as always from many other companies.
The US dollar is calling the shots
In an uncertain market, one thing has been stable: given time, the US dollar is the ultimate market mover.
Easy Does It podcast: Ins and Outs of USD Investing
In the Easy Does It podcast, Mohammed Nalla and I go head-to-head in debating US stocks. It’s a fun format and we loved it!
Santam flags a tough net result
Premium growth has been strong, but the floods hit underwriting margins and the market hit investment returns.
Ghost Bites Vol 19 (22)
Santam’s operational update was interesting. There was also news from Tradehold, Fairvest, Labat Africa and others.
Top People and Partnership for Primedia as the Group Poises For Growth
Just months into his role as Group CEO of the Primedia Group, Jonathan Procter, is making sure that growth is on the horizon for leading media mega-group Primedia.
Ghost Bites Vol 20 (22)
Capital Appreciation Group was the highlight. Harmony Gold showed us that renewable energy has financial benefits too. Oceana, AME and others were also in the news.
Thorts: When unplanned for events can trump a share sale deal
“Ancillary matters” often creep up on the parties and serve to delay or frustrate matters, with an obvious impact on the price
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
China’s Malacca dilemma
Chris Gilmour puts on his geopolitical hat once more and gives excellent context to the importance of Taiwan and the impact on US – China relations in particular.
TreasuryONE webinar: Inflation, rate hikes and recession
The recording of the latest TreasuryONE webinar is available. Watch the video to learn more about the drivers behind the inflation and currency movements that have defined the market in recent months.
