Ghost Bites - Making Sense of SENS

Ep.3 Why credit ratings matter; why REITs raise capital so easily

The Finance Ghost — Thu, 09 Jul 2026 19:54:42 +0000

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

Ep.2 South32 exits aluminium; Optasia is tough to assess

The Finance Ghost — Sun, 05 Jul 2026 12:13:58 +0000

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.

Ep.1 Absa's expense issues; Transnet boosts Thungela

The Finance Ghost — Thu, 02 Jul 2026 13:03:48 +0000

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