A strong update fro Standard Bank indicates what we could see form the other banks and Simon digs into if there is value in the sector.
Podcast: SAB Zenzele Kabili
SAB Zenzele Kabili are listing on the BBEE board of the JSE on 28 may, Simon digs into the details.
Podcast: What’s with the ‘special’ shares?
Special shares, those high voting shares that give effective control to a select few and which we often don’t know about unless we dig.
Podcast: More Naspers / Prosus shuffling
Naspers and Prosus have announced another deal which will swap Naspers shares for Prosus and hopefully reduce the deep discount to Tencent.
Podcast: PGMs flying, but not the miners?
Simon Shares Purple Group* (JSE code: PPE) now has 1million clients across all platform. A wowzer number. What an incredible milestone achieved today. Across all platforms & partners we've reached 1 million registrations. @CapitecBankSA @SATRIX_SA @BidvestBankSA @EasyEquities hard to describe how grateful I am to all you #invstr legends that challenge us to rise each ...
Podcast: How the JSE protects investors
Simon Shares Revego* (JSE code: RVG) was supposed to list today but has delayed their listing. I applied for allocation as I like the business model of renewable energy with guaranteed inflation-linked off-take agreements. They invest into operational renewable asset and are targeting a 8%-10% dividend yield, based off the 1000c listing price. * I ...
Podcast: What inflation?
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 ...
Podcast: Results, Capitec and Purple
Simon Shares New Global ESG ETF from Sygnia. Anglo American (JSE code: AGL) to list their coal assets, Thungela Resources. Comair has finally been delisting from the JSE and shareholders will receive 4.26c per share. * I hold ungeared positions. Upcoming events; 15 April ~ Everything ETFs and tax-free investing Download the audio file here Subscribe to ...
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 ...