Ghost Wrap

Ghost Wrap #58 (Tharisa | enX - Nedbank | Thungela | Italtile | Grindrod)

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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 covered these important stories on the local market:

  • Tharisa has PGM and chrome operations, which means the company has two levers to pull in response to commodity prices.
  • enX is selling Eqstra to Nedbank, which has interesting financial and strategic considerations for investors in both those groups.
  • Thungela can't do much about local infrastructure at Transnet and the negative effect it has, but some clever dealmaking in the Aussie acquisition has paid off.
  • Italtile is still suffering in an environment where consumers are buying holidays and experiences, not new bathrooms.
  • Grindrod has a partially mitigating factor when it comes to local infrastructure, holding an indirect stake in the company operating the Maputo port - and that concession is being extended by the Mozambican government. 

    • 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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