Ghost Wrap #11 (Bowler Metcalf | PPC | Renergen | Orion | Sappi | British American Tobacco | Kaap Agri | Pick n Pay | Spur)

Welcome to Ghost Wrap. It's fast. It's fun. It's informative.

In this week's episode of Ghost Wrap, we cover:

• Bowler Metcalf is on the wrong side of load shedding.
• PPC was a classic "buy the rumour, sell the deal" play.
• Renergen raised R110 million via an accelerated bookbuild.
• Orion Minerals finalised its funding package with the IDC.
• Sappi reminded the market that valuations are forward looking.
• British American Tobacco is still a cash cow, despite fulling volumes.
• Kaap Agri released a terrific quarterly update that ticked all the right boxes.
• Pick n Pay is losing more ground to Shoprite, with Pick n Pay Clothing as a silver lining.
• Spur's earnings have recovered above pre-pandemic levels.

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.