Ghost Wrap

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

Listen Later
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.

    ...more
    View all episodesView all episodes
    Download on the App Store
    Ghost WrapBy The Finance Ghost
    • 5
    • 5
    • 5
    • 5
    • 5

    5

    1 ratings

    More shows like Ghost Wrap

    View all
    We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

    We Study Billionaires - The Investor’s Podcast Network

    3,375 Listeners

    WorldWide Markets with Simon Brown by JustOneLap.com

    WorldWide Markets with Simon Brown

    19 Listeners

    Be a Better Investor by Moneyweb Radio

    Be a Better Investor

    0 Listeners

    The Money Show by Radio 702

    The Money Show

    37 Listeners

    Founders by David Senra

    Founders

    1,754 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,332 Listeners

    BizNews Radio by BizNews

    BizNews Radio

    12 Listeners

    The 5 o’clock Shadow by Strictly Business by Strictly Business

    The 5 o’clock Shadow by Strictly Business

    1 Listeners

    Investec Focus Radio SA by Investec

    Investec Focus Radio SA

    7 Listeners

    Honest Money by Warren Ingram

    Honest Money

    8 Listeners

    MoneywebNOW by Moneyweb Radio

    MoneywebNOW

    5 Listeners

    Ideas That Matter Podcast by Vusi Thembekwayo by Vusi Thembekwayo

    Ideas That Matter Podcast by Vusi Thembekwayo

    123 Listeners

    Magic Markets by The Finance Ghost and Moe-Knows

    Magic Markets

    2 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    337 Listeners

    Ghost Stories by The Finance Ghost

    Ghost Stories

    0 Listeners