JSE Direct with Simon Brown

Podcast: What inflation?

Simon BrownLatest, WorldWide Markets

Simon Shares South African inflation was 3.2% in March 2021. Pick n Pay (JSE code: PIK) results show it was all liquor and tobacco that was the pain as it was off 31%. Karooooo (JSE code: KRO) has returned after exiting as Cartrack. The market seemed confused as it opened at 6500c, it is now ...
JSE Direct with Simon Brown

Podcast: Selling too early

Simon BrownLatest, WorldWide Markets

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 ...
JSE Direct with Simon Brown

Podcast: Two trillion dollars

Simon BrownLatest, WorldWide Markets

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 ...
JSE Direct with Simon Brown

Podcast: Why all the panic?

Simon BrownLatest, WorldWide Markets

Simon Shares AdvTech* (JSE code: ADH) solid results in a tough market. Vivo Energy (JSE code: VVO) issued an update on Moroccan industry review and seems it's back to square one. Resilient (JSE code: RES) results not the horror show expected. Aveng (JSE code: AEG) wants to do another rights issue, again at 1.5c and ...
JSE Direct with Simon Brown

Podcast: It’s a bull market

Simon BrownLatest, WorldWide Markets

Simon Shares A great research report on Blue Gem covering Renergen (JSE code: REN). What I really like about the report is that Keith shows you all his workings so you can make your own call on his working and decide. Spur (JSE code: SUR) were a horror show, no surprise it was the six ...

Podcast: Commodity super cycle?

Simon BrownLatest, WorldWide Markets

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 ...