SA Economy Archives - Page 4 of 4

Podcast: Don’t shoot the messenger

Simon Brown 13 February 2020JSE Direct, Latest

Simon Shares Ecsponent (JSE code: ECS) have announced they will default on their March preference share dividends. This is a mess and preference shareholders are in a real bind. If you hold any, contact your lawyer. AngloGold Ashanti (JSE code: ANG) confirms the sale of their Mponeng to Harmony (JSE code: HAR) for US$300million meaning ...

Podcast: The economy is broken

Simon Brown 5 December 2019JSE Direct, Latest

Upcoming events; 05 December ~ Position your portfolio for 2020 Download the audio file here Subscriber to our feed here Sign up for email alerts as a new show goes live Subscribe or review us in iTunes Simon Shares Third quarter GDP came in at -0.6% making the fourth negative GDP in the last seven quarters (since Jan 2018). ...

Podcast: Goals, processes and habits

Simon Brown 7 November 2019JSE Direct, Latest

Simon Shares October was a decent month for the Top40, adding almost 3% and now 9.5% year-to-date excluding dividends. Moody's makes us negative but not junk and the ZAR soars. Finance minister, Tito Mboweni, says government 'not considering' the idea of prescribed assets. https://www.businesslive.co.za/bd/national/2019-11-05-treasury-not-considering-prescribed-assets-mboweni-says/ The Shoprite* (JSE code: SHP) update what was way more interesting ...

Podcast: Stale bulls

Simon Brown 7 June 2018JSE Direct, Latest

Download the audio file here Subscriber to our feed here Sign up for email alerts as a new show goes live Subscribe or review us in iTunes. Simon Shares Wildest story of the year. Imbalie (JSE code: ILE) is ditching beauty to become a miner via a reverse listing! Local GDP for Q1 2018 was a shocker at -2.2%. ...

Podcast: Rand protection for your portfolio

Simon Brown 30 March 2017JSE Direct, Latest

Rand protection for your portfolio Simon Shares Capitec* (JSE code: CPI) through results got everybody talking about the "arrears coverage ratio" dropping to 208% vs. 223% previously and vs. 196% in 2015. This got all the attention last time as well, I not concerned and my 'aggressive' buy price is now around R719. I have ...

Podcast: How do we get smarter?

Simon Brown 12 May 2016JSE Direct, Latest

How do we get smarter? How do we get smarter? Simon Shares Calgro M3 (JSE code: CGR) results were great. We're seeing operational leverage coming through and a lot of projects seem to have only added a modest amount in this year with more coming in the new financial year and the memorial parks look ...