Ghost Bites: Vol 9 (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 (5)
Morne
19 May 2022Hi there. Thank you for this exciting publication. Can you please give me your view on the SA cannabis industry and Labat Africa as a prospect in this industry as they made a lot of strategic aquisitions of late
Phil
19 May 2022This is excellent briefing… may we please also receive this via email daily, similar to the spiced up Ghost Mail please. Alternatively, a “standing link” to this in the Ghost Mail will do.
The Finance Ghost
19 May 2022Hi Phil – Ghost Bites is a regular inclusion in the daily email – there will always be a “standing link” to click and view the full Bite on the website (plus access to the archive of those published before)
Daniel
19 May 2022I would like to get your view on long-term growth of Orion Minerals and Purple Group
The Finance Ghost
20 May 2022Hi Daniel! On Purple, I think the long term view on the business is promising. With a large user base, the team has the opportunity to increase adoption of financial products as well as volumes through the business. Of course, it’s easy to say this stuff and implementation is what will matter! I personally don’t hold Purple shares as I find the valuation too demanding in this environment. On Orion, I’m afraid exploratory mining just isn’t an area of expertise for me. From what I’ve read and understand, there seems to be a lot of positive momentum in the company.