Ghost Bites: Vol 8 (22)
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
Comments (4)
LEZANDER DAVIDS
18 May 2022Good morning,
Would it be possible to request an analysis of Purple Group? I have been having a very hard time with my investments in that company. I have bought the the last 4 dips but it just keeps dipping and I’m starting to wonder if I haven’t made a mistake..
Do you consider it to be a growth stock? Do you view it as a good long term investment? Any thoughts would be greatly appreciated.
Loving the new content style and layout by the way, keep it up!
The Finance Ghost
18 May 2022Hi Lezander – that’s a particularly volatile stock and one that needs a very long term view! I am a huge fan of the EasyEquities product and the team clearly knows how to deliver something that resonates with a wide audience.
I wrote a balanced view on the company in InceConnect in April, shortly before the Ghost Mail rebrand.
You can read it here: https://www.inceconnect.co.za/article/purple-group-easyequities-profit-growth-stalls
Hope that helps!
Morne
18 May 2022I there. Thank you for this insightful publication. Can you please provide your view on the cannabis industry in SA and also, do you think Labat Africa is a good prospect since they made strategic acquisitions of late?
The Finance Ghost
18 May 2022Hi Morne – I’m afraid that’s not an area of expertise for me at all. Labat has certainly been very busy, that much I do know! I would treat it as a high risk but interesting industry. I’m sorry I can’t be of more help than that!