JSE Direct Archives - Just One Lap

Podcast: Budget review (3.5/5)

Simon Brown 24 February 2021JSE Direct, Latest

Budget 2021 with AJM Tax I was again invited to moderate the AJM Tax post-budget panel with three excellent guests; Pieter Janse van Rensburg – AJM Tax Daniel Silke - Political Futures Consulting Adriaan Giessing – Seed Invest You can download the AJM Rax budget highlight booklet here. Download the audio file here Subscribe to our ...

Podcast: GameStop perfect craziness

Simon Brown 28 January 2021JSE Direct, Latest

Upcoming events; 18 February ~ JSE Power Hour: ETFs and tax-free investing GameStop perfect craziness Three things came together to push this stock up +20x in a week; Massive short position Option buying Markets love stories Simon dissects the three explains how it all played out and why it is perfectly legal. GameStop daily chart ...

Podcast: 2020 finished an klaar

Simon Brown 10 December 2020JSE Direct, Latest

Simon Shares Trellidor* (JSE code: TRL), I've been buying. We've seen DIY stocks doing well and small SA Inc shares surprise to the upside and I think this could be one of them. Interim is end December so an update should arrive around mid-February. Sygnia (JSE code: SYG) results were really good. This stock was ...

Podcast: Finding infrastructure stocks

Simon Brown 5 November 2020JSE Direct, Latest

Simon Shares US Election results pretty much playing as expected. Trump doing well in early counting but some important states still to come but he has declared victory and is heading for the courts. Upcoming events; 05 November ~ JSE Power Hour: Searching for income 19 November ~ JSE Power Hour: Twenty years of ETFs Download ...

Podcast: Bankruptcy

Simon Brown 15 October 2020JSE Direct, Latest

Simon Shares PPC (JSE code: PPC) results. The $150million debt in the DRC is the problem. If they solve that they'll do a rights issue. If not they're bankrupt. The president's speech on Thursday should give them some hope as he likely promises lots of energy and infrastructure spending. Balwin (JSE code: BWN) results. Not ...

Podcast: Where’s the cash?

Simon Brown 8 October 2020JSE Direct, Latest

Simon Shares How to fix the JSE, some great ideas by Keith McLachlan. SARB buys R39.4billion of local government bonds in the secondary market in September. French Canal+ takes 6.5% stake in Multichoice (JSE code: MCG). Shoprite* (JSE code: SHP) says their loyalty program is a huge part of them gaining R4billion in market share? ...

Podcast: Presidential markets

Simon Brown 1 October 2020JSE Direct, Latest

Simon Shares Day 188 of lockdown. August CPI 3.1%. Everybody now suddenly knows about the expanded unemployment rate? Capitec* (JSE code: CPI) results were as always solid. Hit hard by the pandemic, but resilient. Valuations are rich, as always. Alviva (JSE code: AVV). Remember old Pinnacle, once a darling and then hit by claims of ...

Podcast: Missing the bus

Simon Brown 24 September 2020JSE Direct, Latest

Simon Shares Day 181 of lockdown. The Tongaat (JSE code: TON) deal to sell their starch unit to Barloworld for R5.35billion is happening and the Tongaat share price loved the news. We're seeing a strong bounce locally while the US markets are also having a better run, risk back on (for now). But what was ...

Podcast: Buying after the lockdown

Simon Brown 17 September 2020JSE Direct, Latest

Simon Shares Day 174 of lockdown. Level 1? The Foschini Group (JSE code: TFG) trading update spooked the market, but it was the six months to end September. In other words, all lockdown. African Rainbow Capital (JSE code: AIL) results including an R750million non-renounceable rights issue. Trading at some 75% discount to the net asset ...

Podcast: Upside surprises

Simon Brown 10 September 2020JSE Direct, Latest

Simon Shares Day 167 of lockdown. Local Q2 GDP -16.4% (-51% if you annualise it). Makes us one of the worst-hit economies for Q2, not surprising as we did very hard lockdown. Now to get out of the hole and that's going to be the hard part. Of our three main political parties, the honest ...