Ghost Wrap

Ghost Wrap #49 (Famous Brands vs. Spur | Sibanye-Stillwater | De Beers | Mondi | Life Healthcare | Datatec | Fortress)

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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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    Ghost WrapBy The Finance Ghost
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