Ghost Wrap

Ghost Wrap #62 (Sasol | ArcelorMittal | Sappi | Curro | British American Tobacco)

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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 focused on the recent updates from these groups

  • Sasol has seen its share price halve over the past year, with the wonderful opportunity for investors in 2020 becoming a very distant memory as infrastructure and other issues take their toll.
  • ArcelorMittal is perhaps the most severe rollercoaster ride of them all on the JSE, with the steel industry only for those with an exceptionally strong stomach.
  • Sappi demonstrates that the paper industry is also a tough place to play, with swing traders doing better than long-term holders of this stock.
  • Curro may be growing its earnings at a solid rate, but the company is still coming to terms with growth that is well below original expectations.
  • British American Tobacco is now profitable in the non-combustibles business and is still doing what it does best in the traditional smoking business: putting through pricing increases that fund dividends. 

    • 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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