Ghost Wrap #49 (Famous Brands vs. Spur | Sibanye-Stillwater | De Beers | Mondi | Life Healthcare | Datatec | Fortress)
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Description
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 recapped a week's worth of news across a variety of sectors: Famous Brands vs. Spur is becoming a very interesting battle indeed, with the latter as my pick. Sibanye-Stillwater has given the green light to the next phase of the Keliber lithium project. De Beers is really struggling with demand for diamonds at the moment. Mondi has managed to exit Russia, with letters of credit securing the final two payments from the buyer of the asset. Life Healthcare announced a deal for Alliance Medical Group, reflecting what looks to me like a modest investment return on that asset since 2016 Datatec is proof that you can find fast-growing companies on the local market, if you know where to look. Fortress has proposed a rather clever way to get rid of the dual-class structure in its shares, by using a portion of its stake in NEPI Rockcastle. 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.
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