Ghost Bites
Ghost Bites (Copper 360 | Merafe | Momentum | Pan African Resources | Sirius Real Estate | Tiger Brands)
Tiger Brands put in an exceptional margin performance. Sirius Real Estate had a busy period of deals. Pan African Resources had a record year of cash flow, but the market hated the guidance. Momentum is still living up to its name. NERSA has thrown Merafe a lifeline. Copper 360 finds no love in the market.
Ghost Bites
Ghost Bites (African Media Entertainment | Aspen | Delta Property Fund | Dis-Chem | Nampak | Remgro | SPAR)
SPAR is now a catastrophe. Dis-Chem's valuation makes it a sitting duck. Mediclinic is enjoying the benefit of operating leverage. Nampak was dragged down by one local segment. Aspen is considering share buybacks. African Media Entertainment is growing in a tough market. Delta Property Fund is making progress.
Dominique Olivier
Dirt on display: the art of museum “acquisition”
A reality TV star, a stolen coffin, and the uncomfortable history of how museum preservation can look a lot like theft. Dominique Olivier digs into the ethical debates around where global relics are displayed and "owned" in the competitive environment of museums.
