Ghost Wrap The Finance Ghost

Ghost Wrap is your regular update on the most interesting company news in the South African market.

In just a few minutes, you can get the latest news and my views on KAL Group, AB InBev, Redefine, RFG Holdings and Calgro M3.
The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Mazars website for more information.

Ghost Wrap is your regular update on the most interesting company news in the South African market.

In just a few minutes, you can get the latest news and my views on MTN Nigeria, Datatec, Capital & Regional, Harmony Gold as well as Astral Foods and Quantum Foods in the poultry sector.
The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Mazars website for more information.

Ghost Wrap is your regular update on the most interesting company news in the South African market.

In just a few minutes, you can get the latest news and my views on Sirius Real Estate, Afrimat, Oceana and PSG Financial Services.
The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Mazars website for more information.

Welcome to Ghost Wrap, your regular update on the most interesting company news in the South African market.

In this episode of Ghost Wrap, I focused on recent M&A news across various sectors:

MultiChoice's R125/share mandatory offer from Canal+ and the potential strategic direction going forward.
Grindrod Shipping's selective capital reduction and intended delisting, leaving Taylor Maritime as the sole shareholder.
MC Mining's battle with Goldway and the surprising number of offer acceptances.
Sanlam's clever deal in India to gain a more strategic position in Shriram. 

The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Mazars website for more information.

Welcome to Ghost Wrap, your regular update on the most interesting company news in the South African market.

In this episode of Ghost Wrap, I focused on recent news across various sectors:

Transaction Capital didn't get quite as much as it hoped for the WeBuyCars shares, but still raised over R900 million at what seems like a good price. The group has also announced the sale of Nutun Australia.
Sun International had some bright spots in 2023 and could really do with reduced load shedding as it gears up for the Peermont acquisition.
Thungela is as cyclical as can be and has expanded into the Australian market - yet the capex split still tells a story of a predominantly South African group.
OUTsurance reported a mixed bag of numbers and decent dividend growth overall, with significant attention on whether the push into Ireland will work. 

The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Mazars website for more information.

Welcome to Ghost Wrap, your regular update on the most interesting company news in the South African market.

In this episode of Ghost Wrap, I focused on recent news across various sectors:

Mustek is a lesson in two things: the danger of a value trap and the threat of competition in lucrative sector.
Curro is telling the market that it wants to fill its schools, yet the company increased fees by a much higher rate than inflation in 2023.
Sea Harvest is another good example of a corporate that saw a sharp rise in net finance costs, yet the dividend payout ratio moved higher.
Quilter is an offshore business that is doing a great job of growing its operations in the UK, making it a compelling rand hedge for South African investors. 

The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Mazars website for more information.