Ghost Biz - 19 March 2026
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Today in Ghost Biz, Gary Stroebel and The Finance Ghost discuss:
• Spar Group vs Woolworths Holdings: Spar looks to cut costs through a voluntary severance program, while Woolworths moves the other way — acquiring a key supplier to strengthen control of its supply chain.
• Mr Price Group: The market reacts negatively to its European acquisition of NKD, with concerns around valuation and execution risk — and a familiar warning about SA retailers expanding offshore.
• MTN Group: Despite strong operational performance and a sharp share price recovery, geopolitical risk linked to Iran remains a major overhang for investors.
• Spar Group vs Woolworths Holdings: Spar looks to cut costs through a voluntary severance program, while Woolworths moves the other way — acquiring a key supplier to strengthen control of its supply chain.
• Mr Price Group: The market reacts negatively to its European acquisition of NKD, with concerns around valuation and execution risk — and a familiar warning about SA retailers expanding offshore.
• MTN Group: Despite strong operational performance and a sharp share price recovery, geopolitical risk linked to Iran remains a major overhang for investors.
