Investment fees are down some 95% in the last few decades and that has almost doubled the amount invested by individual.
Podcast: Predictions 2022
For the last ten years the first JSE Direct of the year os a predictions show with Marc Ashton, Keith McLachlan & Simon Brown.
New Sygnia global ESG ETF
Sygnia will be removing stocks that don’t meet their ESG requirements and that will hence change the weightings of the remaining stocks. But will it improve returns?
Podcast: Selling too early
Simon Shares Prosus (JSE code: PRX) selling another 2% of Tencent. Purple* (JSE code PPE) trading update for six months ending February. HEPS of about 0.85c. They did 1.54c HEPS for full year ending August after a loss in the first half last year. So this period showing slower growth. Purple Group, daily chart Growthpoint ...
Podcast: Two trillion dollars
Simon Shares PPC (JSE code: PPC) have made a deal with their DRC lenders. They potentially owed US$175million but now are only on the hook for US$16.5million. This stock was 60c in November and is now around 240c. PPC daily chart Renergen* (JSE code: REN) says helium concentration is +3%. But reference the US has ...
Podcast: Small caps for the win, so far
Simon Shares Shoprite* (JSE code: SHP) delivered really strong results for the six months ending December. Shoprite daily chart Purple* (JSE code: PPE) is up some 20% in the last ten days. A buyer has arrived and thanks to low liquidity they're moving the price. Good update from AdVTech* (JSE code: ADH) and results fro ...
Podcast: An undiscovered healthcare gem?
Simon Shares Ascendis (JSE code: ASC) lenders are flexing their muscle. Back in February L1 Health, Blantyre bought enough debt to be able to block any asset sales and with over R7billion in debt Ascendis desperately needs to sell their European crown jewels. There is now a forbearance agreement in place until the end of ...
Podcast: Budget review (3.5/5)
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 ...
Video: Everything ETFs and tax-free
December saw the twentieth anniversary of the first Exchange Traded Fund (ETF) listing on the JSE. Since 2000 the industry has grown to over R110billion in assets and 137 listings covering all investments options (local, offshore, equity, bonds, commodities and property). This first Power Hour event of 2021 was presented by Simon Brown and he ...
Podcast: Commodity super cycle?
Simon Shares Interesting titbit from TigerBrands (JSE code: TBS) update "It is too early to conclude whether the lower consumer demand levels evident in the month of January reflect an even more challenging environment than what was experienced over the past year." Upcoming events; Weekly, Wednesday at 5.30pm ~ Follow the Trader 18 February ~ Everything ETFs ...