resource investment

Podcast: Jean Pierre Verster on resource investment woes

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…rights issue and Lonmin (LON) looking very ill with large debt burden due in 2016. “Peak prices in gold and silver are four years old”. How much longer can this commodity sell off continue? Likely longer than anybody expects. Jean Pierre Verster – 36One Asset Management China and the impact on commodity prices and what…

Podcast: How many shares in an ideal portfolio?

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…1 minute chart just noise? In your experience, which indicator has produced the best results for the Alsi? Download the audio file here or subscriber to our feed here or sign up for email alerts as a new show goes live or subscribe in iTunes.     JSE – The JSE is a registered trademark of the JSE Limited. JSEDirect is an…

Where to invest offshore?

Podcast: Managing current markets

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…JSE Power Hour for us earlier in the year called “Separating the Sizzle from the Steak”. It’s about finding dodgy numbers in listed companies. The video is at the bottom of the post . Download the audio file here or subscriber to our feed here or sign up for email alerts as a new show goes live or subscribe in iTunes. JSE…

Podcast: Is Balwin worth buying?

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…a reverse take over. They will have 73 hospitals with around 10,200 beds and 35 clinics, and nearly 32,000 employees across Middle east, UK and SA. Keith McLachlan Small and Mid Cap fund manager at Alpha Wealth Balwin (JSE code: BWN) are listing on the JSE today as a residential development company. We chat to…

Podcast: New Astoria listing from Anchor Capital

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Simon Shares Lonmin (JSE code: LON) a disaster of a storey. Back in July 2008 Xstrata offered GBP33 a share valuing he company at around R100billion at the time. It was rejected as under valuing the company. Stock has traded over R600 in 2007, now under 200c and a massive (seriously massive) rights issue at…

Podcast: How to price a share

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…reached and a single bulk withdrawal is made. Marcus I have bought some shares of a certain company, the fund has grown and I have made a profit. Please advise if its wise to cash out the profit and leave the original investment intact? Do you think it is wise to re-invest the gain on…

Podcast: Book reviews for investors and traders

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…to stay away and will continue to do so. Balwin, Stor-Age, Trellidor, M-FiTech (JSE codes: BWN, SSS, TRL & MFI). What’s the common link? All recent listings currently trading below listing price. Not a good sign for a listing boom. Books Trading Trading in the Zone – Mark Douglas (detailed review) Trend Following – Michael…

Podcast: How to become a fund manager

Simon BrownJSE Direct, Latest

…it here. Balwin (JSE code: BWN) published their first set of results as a listed company, for the six months ending August. Really strong numbers but one confusing comment from management was that the second half of the year is seasonally stronger than the first. yet this is over the Christmas holidays when builders shut…