…Financial Action Task Force will announce their decision at their 24 February meeting. A paradigm shift is happening AI has suddenly landed and it’s going to be wild. I rate it with some other major technological paradigm shifts; The personal computer in 1974 The internet in 1990 (yes we had dial up bulletin boards before…

…see if that holds. Attacq (JSE code: ATT) sells 30% of their Waterfall Investment Company to GERF for R2.5billion. That’s almost half of their market cap. * I hold ungeared positions. 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…

…and 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…

…podcast. JSE Direct started life on ClassicFM in July 2008 and 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…

Simon Shares The local Q4 GDP came in at -1.3%, worse than expected -0.4% and shows the real pain of load shedding and Transnet issues. Q1 2023 not expected to be any better. Every set of results mentions load shedding and retailers are spending ±R1billion a year on diesel. Rand is looking weak, very weak….

Simon Shares Combined Motor Holdings* (JSE code: CMH) strong trading update puts the stock on a PE of under 5x and a dividend yield of ±15%. A great well run company, but what will get the price moving higher or do we just live off dividends? * I hold ungeared positions. Strong first quarter returns…

…here is SA retail (excluding food as we have to eat). Consumer broken and costs on the increase. Shoprite Revenue / EPs / dividends Last 20 years pic.twitter.com/59TijgaUYF — Simon Brown (@SimonPB) May 14, 2023 Rand trades at worst level ever on Friday, R19.5169/US$. Track all markets on TradingView Transaction Capital (JSE code: TCP), last…

…26%. On the show this morning @Mia_Kruger mentioned Tigerbrands price/book at lowest levels, yip. Here’s all data for the stock, 1998 last time we at 1.5x. pic.twitter.com/6YSaJO9zho — Simon Brown (@SimonPB) May 31, 2023 Spar (JSE code: SPP) trading update, ouch. Is Shoprite* (JSE code: SHP) eating everybody’s lunch? Don’t forget to action your Purple…

…club. Some thoughts. The resort is world class, well maintained with a ton to do for kids and adults. 1/n pic.twitter.com/29yaV2GP8b — Simon Brown (@SimonPB) June 5, 2023 Buying SA Inc. shares Not yet but building a watch list with the plan being to buy 10-15 stocks over the months ahead. Why? Inflation comes down…