Ghost Wrap

Ghost Wrap #59 (Merafe | Pick n Pay | Frontier Transport | Tharisa + Northam Platinum)

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:

  • Merafe's 2023 production numbers are a good reminder of the importance of not just availability of electricity, but also the cost thereof.
  • Pick n Pay has a critically important year ahead and Sean Summers has now appointed his executive team - can they save the share price?
  • Frontier Transport announced a substantial special dividend, rewarding shareholders who dig around on the JSE for cheap shares.
  • Tharisa and Northam Platinum announced recent production numbers, for the quarter and six months ended December 2023 respectively. Tharisa's share price has been slightly shielded by chrome production in the past year, but both are well down as the PGM market has suffered. 

    • 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
    WorldWide Markets with Simon Brown by JustOneLap.com

    WorldWide Markets with Simon Brown

    19 Listeners

    The Money Show by Radio 702

    The Money Show

    34 Listeners

    The Diary Of A CEO with Steven Bartlett by DOAC

    The Diary Of A CEO with Steven Bartlett

    8,453 Listeners

    FT News Briefing by Financial Times

    FT News Briefing

    677 Listeners

    The Gareth Cliff Show by The Real Network

    The Gareth Cliff Show

    66 Listeners

    BizNews Radio by BizNews

    BizNews Radio

    16 Listeners

    Investec Focus Radio SA by Investec

    Investec Focus Radio SA

    6 Listeners

    Honest Money by Warren Ingram

    Honest Money

    9 Listeners

    SMWX by Sizwe Mpofu-Walsh

    SMWX

    11 Listeners

    MoneywebNOW by Moneyweb Radio

    MoneywebNOW

    6 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    429 Listeners

    Magic Markets by The Finance Ghost and Moe-Knows

    Magic Markets

    2 Listeners

    History of South Africa podcast by Desmond Latham

    History of South Africa podcast

    115 Listeners

    Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

    Behind the Balance Sheet

    43 Listeners

    Merryn Talks Money by Bloomberg

    Merryn Talks Money

    49 Listeners