JSE Direct with Simon Brown

Podcast: Marvellous Shoprite

Simon BrownJSE Direct, Latest

Simon Shares Shoprite* (JSE code: SHP) results. Christo Wiese gets R342m in dividends. 21million consumers using their Xtra Savings and 1.5million downloads of the Sixty60 app. The market did not much like the Murray & Roberts* (JSE code: MUR) results. Old Mutual updates 2021 GDP forecast to 5.5%. This is after Stats SA released GDP…

Podcast: PGMs crushed

Simon BrownJSE Direct, Latest

Simon Shares Clicks (JSE code: CLS) revised trading update, previous EPS growth was 8%-13%. Now revised to 0%-3%. Afrocentric (JSE code: ACT). Great little stock. Not a bad update from Famous Brands* (JSE code: FBR) US inflation for August was 5.3%. US poverty levels went down in 2020, during the pandemic. AB Inbev (JSE code:…

Simple philosophy, maximum impact

Njabulo NsibandeCash Club, Latest

…some money leftover in the emergency fund. I didn’t want to clean it out, take up any debt, or liquidate my investment portfolio. This is where the “spend less than what you earn” philosophy comes into play. The other advantages gained from acting in accordance with this belief revealed themselves to me during this time….

Energy crisis brewing in Europe and China

Podcast: Energy crisis brewing in Europe and China

Simon BrownJSE Direct, Latest

…on Tesla, Apple, clean energy and more 14 October ~ Investment Fundamentals with Keith McLachlan Listen/download here. Subscribe to our feed here Sign up for email alerts as a new show goes live Subscribe or review us in iTunes JSE – The JSE is a registered trademark of the JSE Limited. JSE Direct is an independent broadcast…

JSE Direct with Simon Brown

Podcast: EOH back in profit

Simon BrownJSE Direct, Latest

…PGMs remains under pressure. EOH (JSE code: EOH) makes an operational profit, but the debt pile remains. * I hold ungeared positions. Upcoming events; 14 October ~ Investment Fundamentals with Keith McLachlan 21 October ~ JSE Power Hour: Small cap investing with Anthony Clark Download the audio file here. Subscribe to our feed here Sign…

JSE Direct with Simon Brown

Podcast: Aveng share consolidation

Simon BrownJSE Direct, Latest

…AEG) have announced plans for a 1:500 share consolidation in December. This usually sees prices weakness after the consolidation. * I hold ungeared positions. Upcoming events; 14 October ~ Investment Fundamentals with Keith McLachlan 21 October ~ JSE Power Hour: Small cap investing with Anthony Clark 27 October ~ FX and Commodity prices and their…

The crocodile that crossed the river

Njabulo NsibandeCash Club, Latest

When I was younger there was a commonly shared story about how foreign nationals crossed the river to get to South Africa. It was a fascinating story because it sounded both plausible and implausible at the same time. The story went as follows: Migrants would simply get on the back of a crocodile, holding a…

Construction

Podcast: Property development stocks

Simon BrownJSE Direct, Latest

…rally * I hold ungeared positions. Upcoming events; 21 October ~ JSE Power Hour: Small cap investing with Anthony Clark 27 October ~ FX and Commodity prices and their effects on investments 04 November ~ JSE Power Hour: Bold predictions from SA’s top broker 11 November ~ Investment Valuation with Keith McLachlan Download the audio…

JSE Direct with Simon Brown

Podcast: Miners go shopping

Simon BrownJSE Direct, Latest

Simon Shares Tesla (NYSE code: TSLA) becomes the worlds 7th trillion-dollar company. Excellent Santova (JSE code: SNV) results. My bad pandemic crash sale. Decent Famous Brands* (JSE code: SSW) results. Implats (JsE code: IMP) wants to buy Royal Bafokeng Platinum (JSE code: RBP). Sibanye-Stillwater* (JSE code: SSW) buys two Brazilian mines for US$1billion and 19.99%…

Podcast: Renergen helium reserves soar

Simon BrownJSE Direct, Latest

…from SA’s top broker 11 November ~ Investment Valuation with Keith McLachlan 16 November ~ Creating Wealth through trading & investing (JHB) 17 November ~ Creating Wealth through trading & investing (CPT) Download the audio file here Subscribe to our feed here Sign up for email alerts as a new show goes live Subscribe or review…