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

This edition of Ghost Bites makes sense of these SENS announcements: Argent Industrial lands another offshore acquisition Aspen gets regulatory approval in Canada for its GLP-1 generic Coronation and Ninety One gave updates on their latest Assets Under Management (AUM) Prosus will be paid over R40 billion for the remaining stake in Delivery Hero South32 signs off on a strong FY26 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 Bites Podcast(00:00:35) - Arjun Industrial's diversification with another offshore deal(00:02:12) - Aspen Pharmacare: Good News For GLP1 Generic(00:04:20) - Coronation's AUM update, 91.5% up(00:05:46) - 91 Asset Management's strong growth(00:07:08) - Process Technologies to sell remaining stake in Delivery Hero to Uber(00:09:26) - South32

This edition of Ghost Bites makes sense of these SENS announcements: Accelerate Property Fund sells the BMW showroom in Fourways and gives earnings guidance Alphamin's latest quarter has been driven by tin prices - but how does the AI theme affect this company? Purple Group is acquiring Telescope AI, but there are questions around the valuation Sappi's latest quarter isn't quite as bad as expected 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) - Some news from the week(00:00:31) - Accelerate Property Fund: Good News for Shareholders(00:04:07) - Alpha Minute: The Metal of Computing(00:11:00) - Commentary on Purple's Deal(00:12:35) - Sapi: update on EBITDA, but still down(00:14:02) - None of this podcast is designed to be financial advice

This edition of Ghost Bites makes sense of these SENS announcements: Fitch upgrades the credit ratings of several local banks Hyprop initially announces a R500 million capital raise, but raises R739 million in the end 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 Podcast(00:00:16) - Fitch Upgrades South Africa's Banks(00:04:10) - Hyprop's capital raise(00:09:53) - Ghost Bytes: The Money Podcast

This edition of Ghost Bites makes sense of these SENS announcements: Remgro finalises the Mediclinic restructure South32 gets out of the aluminium sector Hudaco’s consumer-related products segment boosted the interim period Signs of life at Optasia – but I’m waiting for detailed results Supermarket Income REIT refinances £445 million in debt 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: Absa’s Africa Regions segment is struggling with interest margin Institutional investors were happy to throw money at Fortress Real Estate Gemfields is being severely hurt by its ruby business Harmony achieved production guidance in gold and copper Hudaco had a poor interim period PBT Holdings bucks the trend in consulting Sun International’s recent growth is in line with guidance Métier did the heavy lifting at Sephaku Resilient REIT lives up to its name Thungela was boosted by Transnet Freight Rail in this period 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 Bites Podcast(00:01:17) - Absa's Q2 results disappoint(00:03:09) - Fortress Real Estate Raises $1.35m(00:03:51) - Gem Fields(00:05:17) - Hemelis Mining's 2017 Trading Update(00:06:34) - Hudaiko's interim results disappoint(00:08:24) - PBT Holdings : Solid Quarter(00:09:27) - Sun International(00:10:25) - Supaku Holdings reports FY 2019 results(00:11:25) - Resilient Reit(00:12:28) - Importance of Transnet Freight Rail at Tungela(00:15:12) - Ghost Bites Podcast