Ghost Wrap

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

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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:

  • 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.

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