Podcast: PGMs crushed

In JSE Direct, Latest by Simon Brown

JSE Direct with Simon BrownSimon 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: ANH) just keeps on falling, why?
  • PGMs getting crushed. Platinum down at US$934, palladium around US$2,000 and rhodium US$13,300. What’s happening? When does it reverse?

* I hold ungeared positions.

Upcoming events;

Download the audio file here.

Platinum 1 year chart ~ daily

Platinum 1-year chart ~ daily

Palladium 1 year chart ~ daily

Palladium 1-year chart ~ daily

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JSE Direct is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

JSE Direct Podcast

Simon Brown - Just One Lap founderThursdays are all about hard-core investing with Simon Brown’s famous JSE Direct 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

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