Ghost Bites Archive
Ghost Bites (Harmony Gold | Life Healthcare | Mpact vs. Caxton | Thungela)
Harmony Gold, or Harmony Copper? Life Healthcare emerges from the pandemic. The wrong kind of Mpact. Thungela can mitigate the Transnet strike.
Rhodium, a rose by another name?
Ghost Mail reader Greg Salter has written a wonderful piece on rhodium, the unsung hero of the South African economy during Covid. It’s absolutely worth a read.
Schools haven’t been A+ investments
There are three major education groups on the JSE. If your assumption is that these are steady investments, you are badly wrong. Learn more with the Ghost Grads.
Unlock the Stock: Growthpoint
As the stalwart of the property sector, Growthpoint is always of interest to investors. With so much opportunity in this space after the pandemic, this was an excellent edition of Unlock the Stock.
Ghost Bites (Emira Transcend deal | Finbond | Mpact vs. Caxton)
Emira’s offer to Transcend has received regulatory approval. Finbond’s losses have deepened. Mpact responds to Caxton.
The dollar blows them all away
Chris Gilmour reminds us that the UK has had these problems coming for a while, with the strength of the dollar highlighting that the Great British Pound isn’t so great anymore.
Ghost Bites (Altron | Famous Brands | Kumba Iron Ore | Sappi | Sirius)
Altron reports a big jump in HEPS. Famous Brands has surpassed pre-pandemic earnings. Transnet is negatively impacting Kumba. Sappi released great quarterly guidance. Sirius put out a positive message but watch the numbers.
Ghost Bites (Afrocentric | Datatec | Tharisa)
Afrocentric receives a complicated offer from Sanlam. Datatec’s earnings are significantly lower. Tharisa has reported higher production numbers.
Ghost Global (US Banks | GM | Porsche | Samsung)
US banks will report numbers against a backdrop of recessionary risks. General Motors has dethroned Toyota in the US. Porsche is the fifth most valuable company in Germany. Samsung has slumped on falling smartphone demand.
Ghost Bites (Grindrod Shipping | Steinhoff | Spear | Zeder)
Grindrod Shipping announces the Taylor details. Steinhoff gives an update on PEPCO and others. Spear has acquired a great property. Zeder is trading at a 30% discount to NAV.