Ghost Bites - Making Sense of SENS

This edition of Ghost Bites makes sense of these SENS announcements: Advtech's results are solid, but there's still an ugly duckling Italtile's manufacturing woes reflect broader SA deindustrialisation issues Sabvest is injecting capital into Frogfoot and Vox Telecoms Always do your own advice and speak to your financial advisor before making any investments. The Finance Ghost may hold positions in any of these stocks at time of recording or subsequently. Chapters (00:00:00) - Covid Education Group's 6th quarter results(00:02:13) - Schools, Rest of Africa, Margin(00:04:50) - Ital Tile(00:09:13) - Sabvest Investment in Frogfoot Telecoms and Hyper Fiber

This edition of Ghost Bites makes sense of these SENS announcements: JSE Limited (which is listed on its own product) released strong results Nedbank is making big strategic moves - and is still the market leader in two areas Pick n Pay's like-for-like growth is telling a more positive story Spur shareholders must stomach a legal provision Always do your own advice and speak to your financial advisor before making any investments. The Finance Ghost may hold positions in any of these stocks at time of recording or subsequently.

This edition of Ghost Bites makes sense of these SENS announcements: Boxer has achieved like-for-like growth despite a price deflationary environment Vodacom has upgraded guidance based on growth in Egypt Always do your own advice and speak to your financial advisor before making any investments. The Finance Ghost may hold positions in any of these stocks at time of recording or subsequently. Chapters (00:00:00) - Ghost Bytes: The Chart Podcast(00:00:22) - Boxer and Vodacom(00:05:29) - MTN, Vodacom vs. Telcom(00:07:49) - Vodacom: Egypt and the Middle East

This edition of Ghost Bites makes sense of these SENS announcements: African Rainbow Minerals has approved two substantial capex investments in South Africa Anglo American and Kumba Iron Ore have given production updates at the halfway mark Fairvest's fibre strategy looks juicy Pepkor puts together "FintechCo" - and it's worth more than Truworths or The Foschini Group Always do your own advice and speak to your financial advisor before making any investments. The Finance Ghost may hold positions in any of these stocks at time of recording or subsequently.

IMPORTANT: this episode includes an important malware warning related to a Ghost Mail website incident this week. Please listen to it carefully. This edition of Ghost Bites makes sense of these SENS announcements: Cashbuild has released its Q4 sales update and given us a view on SA consumer health Mr Price's latest numbers cement that view Sirius Real Estate has acquired another defence-themed property in Germany Nibbles: Director dealings | NEPI Rockcastle | ASP Isotopes | Mustek | Vukile Property Fund | Sappi | Shuka Minerals | Insimbi Industrial Always do your own advice and speak to your financial advisor before making any investments. The Finance Ghost may hold positions in any of these stocks at time of recording or subsequently. Chapters (00:00:00) - Ghostmail Has Suffered a Malware Attack(00:02:19) - Cash Build & Other Happy Things(00:04:42) - Mr. Price South Africa: Update(00:07:57) - NKD's Solid position in South African Clothing(00:09:18) - Real Estate: Sirius Real Estate, Germany(00:11:13) - Nibbles(00:13:37) - Sappy Minerals and SAPI Share Repurchase(00:14:46) - Goodbye Ghostmail, hello Dean Cromlen