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Good Morning Voornaam,

Are you ready to Unlock the Stock? The first edition of this exciting platform is nearly upon us, proudly brought to you by A2X. Afrimat and Capital Appreciation will be presenting on Thursday at 12pm and you'll have the opportunity to ask the management teams questions afterwards. You need to register here to attend>>>

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Was Oprah in charge of SENS yesterday?

You get an announcement! And you get an announcement! And YOU get an announcement!

Yesterday was absurd on SENS. There were no fewer than 14 company announcements that deserved to be covered in detail. I can't recall ever seeing such a busy day!

There is absolutely no chance you can catch up other than by reading Ghost Bites. I know this, because I spent more hours than I'm willing to admit pulling this together yesterday. For the latest on Adcock Ingram, Aveng, BHP, KAP, Kumba Iron Ore, Motus, NEPI Rockcastle, Salungano, Sasol, Sibanye-Stillwater, Super Group, Texton, Tiger Brands and Transpaco (and breathe!), read Ghost Bites here>>>

There are two announcements that I need to highlight to lift them from the noise, as the relevant companies really wanted you to see them as a Ghost Mail reader:

Sasol's interim results were a mixed bag, with an interim dividend of R7.00 per share declared. Get the details here>>>
If you are a shareholder in Salungano Group, then you'll find bids on the screen at R1.40 from RBFT Investments. If you want to, the liquidity is there for you to exit your shares. Get more information here>>>

And remember, the Ghost Wrap podcast is a weekly summary of the most interesting news on the JSE. The latest episode covered Zeda, Emira, Attacq, Italtile, Cashbuild, Pan African Resources, AngloGold, Gold Fields, DRDGOLD, Absa and Discovery. This podcast is designed for busy people and is brought to you by Mazars. Find it here>>>

The rand still looks vulnerable

As we head into the calm befor e the budget speech storm, the rand looks vulnerable around the R18.20 mark. The dollar is on the front foot and that isn't good news at the moment for our currency. The main focus of the budget speech will surely be on the current energy crisis and this will inform the direction for the rand.

TreasuryONE notes the other important news later today: the US Fed minutes which could move the dollar depending on their tone. This is a BIG day for the rand and may not end well.

Podcasts: come and learn with me

There are a couple of great shows for you to enjoy today:

Renergen CEO Stefano Marani joined me on Ghost Stories to talk about helium, the Renergen projects and the capital raising strategy going forward. Don't miss this discussion>>>
Learn about the nuts and bolts of a multi-asset investment platform from Trive South Africa COO, Marius Grobler. He joined us on Magic Markets to unpack what goes on behind the scenes at a brokerage. Enjoy it here>>>

With that, I leave you to a day of ridiculous load shedding. Make the most of every PowerWindow (trademark pending) that you get!

PS: it's not too late to register for the bizval webinar at 12pm today, covering key concepts related to a due diligence process . If you are a business owner or investor in private companies, this is important stuff! Register here>>>

Ghost Bites (Adcock Ingram | Aveng | BHP | KAP | Kumba Iron Ore | Motus | NEPI Rockcastle | Salungano | Sasol | Sibanye-Stillwater | Super Group | Texton | Tiger Brands | Transpaco)

Tuesday saw an incredible number of announcements on the JSE, spanning across various industries. Ghost Bites includes 14 detailed company updates this morning!

Sasol interim CHEPS up 9%, mixed earnings performance

Sasol's interim results are a mixed bag. Get closer to the details in this article provided by the company.

Ghost Stories #6: Say Hello to Helium (Stefano Marani, CEO of Renergen)

In Ep6 of Ghost Stories, Renergen CEO Stefano Marani joined The Finance Ghost to unpack the uses of helium and Renergen's operations, along with the capital raising strategy for the project.

Listen Now

Magic Markets Ep112: The Brokerage Engine Room (with Trive)

A multi-asset investment platform is a complicated animal to build and operate. Trive South Africa COO Marius Grobler joined us to explain how it all works behind the scenes.

Listen Now

Ghost Wrap 12 (Zeda | Emira | Attacq | Italtile | Cashbuild | Pan African Resources | AngloGold | Gold Fields | DRDGOLD | Absa | Discovery)

Covering numerous updates across the gold mining, financial services, property and consumer sectors, Ghost Wrap is your whirlwind update on the week's most interesting JSE updates. Ghost Wrap is brought to you by Mazars.

Listen Now

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Disclaimer

Our content is intended to be used and must be used for informational purposes only. You must do your own analysis before executing any investments or strategic decisions, based on your own circumstances. We do not provide personalised recommendations or views as to whether an investment approach or corporate strategy is suited to the needs of a specific individual or entity. You should take independent financial advice from a suitably qualified individual who gives due regard to your personal circumstances.

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