Ghost Bites - Making Sense of SENS

By The Finance Ghost

Each day in Ghost Mail, The Finance Ghost covers the daily company updates on the Johannesburg Stock Exchange. This podcast is a highlights reel of Ghost Bites, helping you make sense of the daily SEN... more

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FAQs about Ghost Bites - Making Sense of SENS:

How many episodes does Ghost Bites - Making Sense of SENS have?

The podcast currently has 8 episodes available.

Ghost Bites - Making Sense of SENS episodes:

July 30, 2026Ep.8 Boxer's growth algorithm | Vodacom's pyramids and profits
This edition of Ghost Bites makes sense of these SENS announcements:
Boxer has achieved like-for-like growth despite a price deflationary environment
Vodacom has upgraded guidance based on growth in Egypt
Always do your own advice and speak to your financial advisor before making any investments. The Finance Ghost may hold positions in any of these stocks at time of recording or subsequently.
...more
11min
July 27, 2026Ep.7 Mining projects and production | Fairvest's fibre push | Pepkor fintech
This edition of Ghost Bites makes sense of these SENS announcements:
African Rainbow Minerals has approved two substantial capex investments in South Africa
Anglo American and Kumba Iron Ore have given production updates at the halfway mark
Fairvest's fibre strategy looks juicy
Pepkor puts together "FintechCo" - and it's worth more than Truworths or The Foschini Group
Always do your own advice and speak to your financial advisor before making any investments. The Finance Ghost may hold positions in any of these stocks at time of recording or subsequently.
...more
15min
July 24, 2026Ep.6 Cashbuild and Mr Price updates; Sirius acquisition in Germany
IMPORTANT: this episode includes an important malware warning related to a Ghost Mail website incident this week. Please listen to it carefully.
This edition of Ghost Bites makes sense of these SENS announcements:
Cashbuild has released its Q4 sales update and given us a view on SA consumer health
Mr Price's latest numbers cement that view
Sirius Real Estate has acquired another defence-themed property in Germany
Nibbles: Director dealings | NEPI Rockcastle | ASP Isotopes | Mustek | Vukile Property Fund | Sappi | Shuka Minerals | Insimbi Industrial
Always do your own advice and speak to your financial advisor before making any investments. The Finance Ghost may hold positions in any of these stocks at time of recording or subsequently.
...more
17min
July 21, 2026Ep.5 Aspen's fat profits from thinner people; Prosus exits Delivery Hero
This edition of Ghost Bites makes sense of these SENS announcements:
Argent Industrial lands another offshore acquisition
Aspen gets regulatory approval in Canada for its GLP-1 generic
Coronation and Ninety One gave updates on their latest Assets Under Management (AUM)
Prosus will be paid over R40 billion for the remaining stake in Delivery Hero
South32 signs off on a strong FY26
Always do your own advice and speak to your financial advisor before making any investments. The Finance Ghost may hold positions in any of these stocks at time of recording or subsequently.
...more
12min
July 16, 2026Ep.4 Accelerate's rollercoaster share price; Purple buys Telescope
This edition of Ghost Bites makes sense of these SENS announcements:
Accelerate Property Fund sells the BMW showroom in Fourways and gives earnings guidance
Alphamin's latest quarter has been driven by tin prices - but how does the AI theme affect this company?
Purple Group is acquiring Telescope AI, but there are questions around the valuation
Sappi's latest quarter isn't quite as bad as expected
Always do your own advice and speak to your financial advisor before making any investments. The Finance Ghost may hold positions in any of these stocks at time of recording or subsequently.
...more
15min
July 09, 2026Ep.3 Why credit ratings matter; why REITs raise capital so easily
This edition of Ghost Bites makes sense of these SENS announcements:
Fitch upgrades the credit ratings of several local banks
Hyprop initially announces a R500 million capital raise, but raises R739 million in the end
Always do your own advice and speak to your financial advisor before making any investments. The Finance Ghost may hold positions in any of these stocks at time of recording or subsequently.
...more
11min
July 05, 2026Ep.2 South32 exits aluminium; Optasia is tough to assess
This edition of Ghost Bites makes sense of these SENS announcements:
Remgro finalises the Mediclinic restructure
South32 gets out of the aluminium sector
Hudaco’s consumer-related products segment boosted the interim period
Signs of life at Optasia – but I’m waiting for detailed results
Supermarket Income REIT refinances £445 million in debt
Always do your own advice and speak to your financial advisor before making any investments. The Finance Ghost may hold positions in any of these stocks at time of recording or subsequently.
...more
13min
July 02, 2026Ep.1 Absa's expense issues; Transnet boosts Thungela
This edition of Ghost Bites makes sense of these SENS announcements:
Absa’s Africa Regions segment is struggling with interest margin
Institutional investors were happy to throw money at Fortress Real Estate
Gemfields is being severely hurt by its ruby business
Harmony achieved production guidance in gold and copper
Hudaco had a poor interim period
PBT Holdings bucks the trend in consulting
Sun International’s recent growth is in line with guidance
Métier did the heavy lifting at Sephaku
Resilient REIT lives up to its name
Thungela was boosted by Transnet Freight Rail in this period
Always do your own advice and speak to your financial advisor before making any investments. The Finance Ghost may hold positions in any of these stocks at time of recording or subsequently.
...more
16min

FAQs about Ghost Bites - Making Sense of SENS:

How many episodes does Ghost Bites - Making Sense of SENS have?

The podcast currently has 8 episodes available.