JSE Direct with Simon Brown

Podcast: Smashed coin

Simon BrownJSE Direct, Latest

This JSE Direct is proudly brought to you by IG, the specialists in CFD trading and a registered financial services provider. Simon Shares Taste (JSE code: TAS), nasty results and they’re running out of money and still not profitable. I think a delisting is likely. Another Viceroy research report just landed, this time targeting NEPI …

JSE Direct with Simon Brown

Podcast: Structuring Europe

Simon BrownJSE Direct, Latest

This JSE Direct is proudly brought to you by IG, the specialists in CFD trading and a registered financial services provider. Simon Shares This JSE Direct is proudly brought to you by IG, the specialists in CFD trading and a registered financial services provider. Invicta (JSE code: IVT) HEPS at 2c with the SARS fine …

JSE Direct with Simon Brown

Podcast: Managing the pain of losing money

Simon BrownJSE Direct, Latest

This JSE Direct is proudly brought to you by IG, the specialists in CFD trading and a registered financial services provider. Simon Shares Mid terms, Democrats sweep Congress while Republicans keep the Senate and now things get interesting. Markets will likely ignore this, remember the immediate sell off after Brexit and Trump victories and then ...
JSE Direct with Simon Brown

Podcast: Portfolio results and updates

Simon BrownJSE Direct, Latest

This JSE Direct is proudly brought to you by IG, the specialists in CFD trading and a registered financial services provider. Simon Shares Calgro M3* (JSE code: CGR) results a horror. Sure some is due to the new IFRS, but a lot else hurting them right now and I am selling my last remaining shares ...
JSE Direct with Simon Brown

Podcast: Correlation is not causation

Simon BrownJSE Direct, Latest

This JSE Direct is proudly brought to you by IG, the specialists in CFD trading and a registered financial services provider. Simon Shares More delistings. I write about this for next weeks FinWeek. But it is expected and does indicate we're at (or near) a bottom with quality at really cheap valuations. Top40 just holding ...
JSE Direct with Simon Brown

Podcast: Too small to matter

Simon BrownJSE Direct, Latest

This JSE Direct is proudly brought to you by IG, the specialists in CFD trading and a registered financial services provider. Simon Shares NO show next week (18 Oct 18), I am holidaying. Remember the chart of the Top40 I posted a few weeks back, showing the trading range? We broken the range again, but ...
JSE Direct with Simon Brown

Podcast: Small cap pain

Simon BrownJSE Direct, Latest

Simon Shares This JSE Direct is proudly brought to you by IG, the specialists in CFD trading and a registered financial services provider. September was such a rough month that the best performing full equity fund in South Africa returned -0.4% for the month. Not a single full local equity fund was positive. Upcoming events ...
JSE Direct with Simon Brown

Podcast: Are you buying?

Simon BrownJSE Direct, Latest

Simon Shares This JSE Direct is proudly brought to you by IG, the specialists in CFD trading and a registered financial services provider.’ Alexander Forbes (JSE code: AFH) fires their CEO with zero f***s given. Nigeria making nice to MTN (JSE code: MTN) and Standard Bank (JSE code: SBK). Choppies (JSE code: CHP) snuck a ...
JSE Direct with Simon Brown

Podcast: Managing fallen angels

Simon BrownJSE Direct, Latest

Simon Shares CPI 4.9% vs 5.2%, rates on hold? Naspers (JSE code: NPN) unbundling Multichoice. About R5.5billion profit so market cap some R55billion on 10x PE. That puts them into the Top40. The theory that Multichoice is dead is very misplaced. Aspen (JSE code: APN) gives another update to the market trying to help investors ...
JSE Direct with Simon Brown

Podcast: Shares or cash for dividend?

Simon BrownJSE Direct, Latest

Simon Shares Metrofile* (JSE code: MFL) results were a mixed bag with the reduced dividend expected but they are essentially going to almost halve the cover ratio over two years and that is more aggressive than expected. Growth was modest, but the results commentary was even ore modest. Two analysts I know spoke to management …