Simon Shares
- Renergen* (JSE code: REN) finally gets phase 1 helium flowing.
- ArcelorMittal (JSE code: ACL) update, everything they warned about went wrong.
- MPC Thursday (26 January) and FOMC Wednesday (1 February). Raising 0.25% each.
Stocks making money from load shedding
- Reunert (JSE code: RLO). High voltage cables and circuit breakers.
- Mustek (JSE code: MST). Green energy division.
- Famous Brands (JSE code: FBR). Lights out need food.
- Mahube Infrastructure (JSE code: MHB). Wind and solar operations paying a dividend (DY ±13.5%) and trading below NAV.
- Kibo Energy (JSE code: KBO). Are they a going concern? They issued shares to pay a £19,635.44 invoice.
This is well worth a listen, some important data points from @StefMarani that help understands the road ahead .. https://t.co/6CGNRd6QUe
— Simon Brown (@SimonPB) January 24, 2023
@simonbrown_za ArcelorMittal SA horror update as the second half was loss making #investing #share #jse ♬ original sound – SimonBrown
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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.
Thursdays 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