Simon Shares PGMs are on the move, most notably palladium and rhodium. But the miners are not. Combined Motor Holdings* (JSE code: CMH) strong trading update. MTN (JSE code: MTN) vs. Vodacom (JSE code: VOD) updates. Who’s winning? Strong Astral (JSE code: ARL) update, but for the half ending March – so off low base….
Is Facebook (Meta Platforms) ex-growth?
…2020 levels. Market cap below US$600billion, that happens to be the number House legislators picked as the threshold for a “covered platform” in a package of competition bills aimed at Big Tech. Active users declined $10billion lost revenue due to new iOS privacy rules $10billion on metaverse. Regulatory issues. Meta threatens to shut down Facebook…
What’s down with Purple Group?
…in 2011. Every week Simon chats to industry experts, answers listener question (contact him here to send your Q’s) and gives his views on the state of markets and individual shares. Reach Simon by email at simon@justonelap.com, or Twitter @SimonPB Just One Lap user survey highlights 27 September 2024 China to the Rescue and ZAR…
Budget 2022, highlights and lowlights
…became a podcast in 2011. Every week Simon chats to industry experts, answers listener question (contact him here to send your Q’s) and gives his views on the state of markets and individual shares. Reach Simon by email at simon@justonelap.com, or Twitter @SimonPB Just One Lap user survey highlights 27 September 2024 China to the…
Investing while war rages in Europe
…at 29c a little light, but back in profit. War in Europe Inflation is the biggest economic issue. Energy, PGMs and agriculture. Will central banks stick to their rate rising trend? People want to buy the Russian ETF, why? Even if peace happens today, sanctions will be in place for some time to come. Buy…
Prosus/Naspers, is there value in the NAV?
…- 19 00 Forming the foundation of your portfolio using one ETF with Gareth Stobie ETFSA, a focused ETF specialist and investment manager, has launched the JSE’s first […] More Info Reaching your Investment Goals using ETFs (Durban) 8 October 18 00 – 19 00 Forming the foundation of your portfolio using one ETF with…
Geopolitics, inflation and markets with Mohammed Nalla
Just as the world was starting to move beyond the pandemic and supply chain constraints we started seeing rising inflation, interest rate increases and rising energy prices. Then war broke out in Europe. Beyond the human tragedy of war, this makes 2022 a very complex environment for business, supply chains, central bankers and of course…
Tencent ex-growth. Woe is Prosus & Naspers
…and 1800c dividend. “developments in terms of new thermal coal projects which have been hampered by financing opportunities, given ESG pressures on carbon fuels” * I hold ungeared positions. Upcoming events; Reaching your Investment Goals using ETFs (Johannesburg & Webcast) 3 October 18 00 – 19 00 Forming the foundation of your portfolio using one…
2022 winners so far, banks and miners
…move higher. * I hold ungeared positions. Upcoming events; Reaching your Investment Goals using ETFs (Johannesburg & Webcast) 3 October 18 00 – 19 00 Forming the foundation of your portfolio using one ETF with Gareth Stobie ETFSA, a focused ETF specialist and investment manager, has launched the JSE’s first […] More Info Reaching your…
What the Rouble teaches us
…Roubles (maybe), reports of paying interest on debt with Roubles and of course traders in for a buck. USDRUB Upcoming events; Reaching your Investment Goals using ETFs (Johannesburg & Webcast) 3 October 18 00 – 19 00 Forming the foundation of your portfolio using one ETF with Gareth Stobie ETFSA, a focused ETF specialist and…