BROKERS’ NOTES: Buy CATL, sell Tesla

Simon Brown of Just One Lap on what the smart money is doing

BACKSTORY: Herman Vermaak of Stadio

The FM chats to Herman Vermaak, head of Stadio’s school of engineering & architecture

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Thungela is building up a head of steam

Though Thungela’s shares have dropped 32% so far this year, its mines are making money,  in contrast with the 30% or so of South African coal producers that ...

THE FINANCE GHOST: Retailers are giving credit where it’s due

Four major retailers are reporting higher credit sales, and it seems they are not taking undue risks

Action aplenty as optimism rises

Directors’ dealings signal confidence in a range of companies, while the A2X auction platform has shown a notable uptick in activity

CHRISTO DE WIT: It’s too soon to judge whether bitcoin is a safe-haven asset

It sometimes behaves as if it can be a place to hide during market turmoil, but it does not do so consistently

Light at the end of Accelerate’s tunnel?

Efforts to turn the Fourways Mall around are starting to pay off, which could see the Reit re-appear on value chasers’ radars

Reunert: misunderstood, mischaracterised and mispriced

A quiet reinvention story is unfolding as the industrial firm pivots to energy and digital growth

SIMON BROWN: Aiming at the targets

Why narrowing South Africa’s inflation range could help consumers and the economy

THE FINANCE GHOST: Mutliplying the risks at US retailer Costco

Costco, America’s sweetheart, trades on a p:e that induces altitude sickness, despite the baleful shadow of Trump tariffs

Flush Harmony Gold polishes copper assets

The gold price windfall will help to fund the purchase of another copper mine in Australia

Mike Ratcliffe of Vilafonté

The FM chats to Mike Ratcliffe, co-founder and owner of Vilafonté, and founder and chair of Wine Business Advisors

Pick n Pay: Now for the hard yards

Retailer Pick n Pay is surviving, but it’s still far from thriving

BROKERS’ NOTES: Buy Sygnia, sell Famous Brands

Mark Tobin, founder of Coffee Microcaps, on what the smart money is doing

THE FINANCE GHOST: Are private hospitals on the mend?

After several years of unhealthy business choices, Netcare and Life Healthcare are looking more robust — which could be contagious for  Mediclinic, in a good ...