Welcome to Ghost Wrap. It's fast. It's fun. It's informative. In this week's episode of Ghost Wrap, we cover: Dis-Chem's latest numbers, including a very concerning second half of the financial year. The cyclicality of the shipping industry, with the most recent quarterly performance of Grindrod Shipping as a perfect example. The appeal of property in Eastern Europe, with NEPI Rockcastle generating strong income growth in a country far away from load shedding. Telkom's gigantic impairments as this technological dinosaur tries hard to avoid an asteroid. The broken balance sheet at Nampak as the company moves towards what will surely be a very painful rights offer. At the other end of the rights offer spectrum, the growth story at Purple Group and Sanlam's underwriting of the rights offer. Investec's powerful performance in the year ended March 2023, particularly in the UK. 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.