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...

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...

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...

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...

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...

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...

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...

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...

Ghost Wrap is your regular update on the most interesting company news in the South African market. This episode covers: Balwin's push into rentals and what this means for the investment case. British American Tobacco's growth wobbly in the New Categories. Mr Price and the question marks around organic growth. Vodacom's challenges in finding growth outside of markets with risky currencies. The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit,...

Ghost Wrap is your regular update on the most interesting company news in the South African market. This episode covers: Richemont's sales disappointment and broader luxury pressures in China. AVI's ability to turn modest revenue growth into great profit growth. Karooooo living up to its growth promises after a tough period in Asia. Prosus giving the CEO a "moonshot" remuneration package. The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax...

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 KAP, Sephaku Holdings, ArcelorMittal and Nampak. 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.

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 Capital Appreciation, MultiChoice, Spar and The Foschini Group. 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 Balwin, Quantum Foods, De Beers, Tiger Brands and Bidcorp. 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 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...

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...

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...

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: NEPI Rockcastle just released record distributable earnings per share and Vukile easily raised R1 billion on the local market, so there's demand for offshore property strategies and with good reason - in some cases at least. Italtile gives us a lot of insight into the start of the local economy and...

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 the recent updates from these groups Sasol has seen its share price halve over the past year, with the wonderful opportunity for investors in 2020 becoming a very distant memory as infrastructure and other issues take their toll. ArcelorMittal is perhaps the most severe rollercoaster ride of them all on the JSE, with the steel industry...

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 the recent updates from four clothing retail groups: The Foschini Group got the market excited about the sector, with strong growth in the local business and encouraging commentary on margins - but the offshore businesses have suffered. Mr Price also put in promising revenue growth and has a positive gross margin story to tell, with the...

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 covered these important stories on the local market: Motus is a great example of how cyclical the used car industry is, with the additional challenge of having costly debt. Attacq's turnover and footfall update for November and December hass some real nuggets for those interested in the retail sector. Clicks achieved solid retail sales, but the...

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 covered these important stories on the local market: Merafe's 2023 production numbers are a good reminder of the importance of not just availability of electricity, but also the cost thereof. Pick n Pay has a critically important year ahead and Sean Summers has now appointed his executive team - can they save the share price? Frontier...