WorldWide Markets - Page 27 of 55

Podcast: Results, Capitec and Purple

Simon Brown 15 April 2021Latest, WorldWide Markets

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 Brown 8 April 2021Latest, 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 ...

Podcast: Two trillion dollars

Simon Brown 1 April 2021Latest, 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 ...

Podcast: Why all the panic?

Simon Brown 25 March 2021Latest, 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 ...

Podcast: Small caps for the win, so far

Simon Brown 18 March 2021Latest, WorldWide Markets

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 Brown 11 March 2021Latest, WorldWide Markets

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: It’s a bull market

Simon Brown 4 March 2021Latest, 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: Budget review (3.5/5)

Simon Brown 24 February 2021Latest, WorldWide Markets

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: Commodity super cycle?

Simon Brown 18 February 2021Latest, 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 ...

Podcast: Should I sell the bounce?

Simon Brown 11 February 2021Latest, WorldWide Markets

Simon Shares Bitcoin* hits US$48,000 as Tesla declares they put US$1.5billion into the crypto. Platinum finally on the move and above US$1,200 for the first time since 2015. Platinum weekly chart Sibanye Stillwater* (JSE code: SSW) best illustrates the boom in mining profits. In 2019 they made R62million now 2020 they expect almost R30billion and ...