Ghost Wrap

The Finance Ghost
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Ghost Wrap

It's fast. It's fun. It's informative. Join The Finance Ghost for a weekly summary of the most interesting stories on the JSE.

  1. Ghost Wrap #82 (Clicks | Dis-Chem | The Foschini Group | Cashbuild)

    28 OCT

    Ghost Wrap #82 (Clicks | Dis-Chem | The Foschini Group | Cashbuild)

    Ghost Wrap is your regular update on the most interesting company news in the South African market. This episode covers: Clicks and Dis-Chem as the dynamic duo in arguably the most appealing retail model. The Foschini Group's latest acquisition in the UK, proving once more that the group isn't scared of risk. Cashbuild's positive momentum in both the share price and sales growth. The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.

    6 min
  2. Ghost Wrap #81 (Nampak | Spar | Metair | Transaction Capital)

    2 OCT

    Ghost Wrap #81 (Nampak | Spar | Metair | Transaction Capital)

    Ghost Wrap is your regular update on the most interesting company news in the South African market. This episode covers: Nampak and a pretty heroic turnaround for the balance sheet. Spar's troubles, including Switzerland as what could easily be the next major headache. Metair's balance sheet pressures and the need for the Turkish disposal to go through quickly. Transaction Capital and the plan to focus on Nutun going forward, with the controlling stake in Mobalyz (SA Taxi) being sold. The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.

    7 min
  3. Ghost Wrap #80 (Sibanye-Stillwater | Truworths | Finbond | Barloworld)

    16 SEPT

    Ghost Wrap #80 (Sibanye-Stillwater | Truworths | Finbond | Barloworld)

    Ghost Wrap is your regular update on the most interesting company news in the South African market. This episode covers: Sibanye-Stillwater has had a great day, but the share price move needs some context. Truworths is riding the GNU-phoria, even though the best performing part of the business is in the UK! Finbond has secured an excellent deal in the US. Barloworld scared the market with a cryptic announcement about Russia. The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.

    6 min
  4. Ghost Wrap #79 (CA Sales Holdings | RCL Foods and Rainbow Chicken | Motus | Bidvest)

    4 SEPT

    Ghost Wrap #79 (CA Sales Holdings | RCL Foods and Rainbow Chicken | Motus | Bidvest)

    Ghost Wrap is your regular update on the most interesting company news in the South African market. This episode covers: CA Sales Holdings has a great business model that is still working beautifully. RCL Foods and Rainbow Chicken have reported numbers together for the last time, which gives us an opportunity to reflect on exactly why the unbundling made sense. Motus is struggling at the moment and the market doesn't seem to be punishing the share price, presumably because of the expectation of interest rate cuts. Bidvest reminds us of the value of diversification, with five out of seven divisions in the green and a reasonable overall result at group level. The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.

    5 min
  5. Ghost Wrap #78 (Italtile | ADvTECH and STADIO | Harmony)

    28 AUG

    Ghost Wrap #78 (Italtile | ADvTECH and STADIO | Harmony)

    Ghost Wrap is your regular update on the most interesting company news in the South African market. This episode covers: Italtile had a better second half as expected, but new risks have emerged. ADvTECH and STADIO have shown us that private education can be lucrative, provided the business model is right. Harmony got its gold production sorted at exactly the right time. The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.

    7 min
  6. Ghost Wrap #77 (Absa & Standard Bank | MTN | NEPI Rockcastle)

    20 AUG

    Ghost Wrap #77 (Absa & Standard Bank | MTN | NEPI Rockcastle)

    Ghost Wrap is your regular update on the most interesting company news in the South African market. This episode covers: Absa and Standard Bank as examples of divergence in performance within the same sector. MTN and the ongoing nightmare in Nigeria, necessitating an extension to the B-BBEE deal that references MTN's listed shares. NEPI Rockcastle as one of the best property funds on the local market. The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.

    6 min
  7. Ghost Wrap #76 (Italtile & Cashbuild | Quilter | AngloGold & Gold Fields)

    12 AUG

    Ghost Wrap #76 (Italtile & Cashbuild | Quilter | AngloGold & Gold Fields)

    Ghost Wrap is your regular update on the most interesting company news in the South African market. This episode covers: Italtile and Cashbuild as interesting plays for an improvement in consumer discretionary spending. Quilter releasing strong results that reminded the market of how good that business is. AngloGold and Gold Fields with such different production results, yet Gold Fields is out there making an acquisition. The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.

    6 min
  8. Ghost Wrap #75 (MTN's African subsidiaries | ArcelorMittal | Curro)

    5 AUG

    Ghost Wrap #75 (MTN's African subsidiaries | ArcelorMittal | Curro)

    Ghost Wrap is your regular update on the most interesting company news in the South African market. This episode covers: MTN's African subsidiaries and the difference in performance in Ghana and Uganda vs. the terrible situation in Nigeria. ArcelorMittal and the dangers of operating leverage. Curro clawing its way back towards pre-pandemic earnings. The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.

    7 min
See All (25)

About

It's fast. It's fun. It's informative. Join The Finance Ghost for a weekly summary of the most interesting stories on the JSE.

Information

  • Creator
    The Finance Ghost
  • Years Active
    2022 - 2024
  • Episodes
    25
  • Rating
    Clean
  • Copyright
    © 2022
  • Show Website
    Ghost Wrap

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