Investments-Fundametals - Shares -Research | Finance | Market Analyst | FinTwitter
Polokwane, South Africa
Joined May 2012
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Good people, what are some of your alternative investments, trading platforms you use, pref. shares, BEE or assets you own?
I will start - I own a couple of shares in the Barloworld-KhulaSizwe BEE scheme and have some livestock holdings through @livestockwealth
Market update:
JSE Morning Brief 🇿🇦
JSE All Share: -0.23%
JSE Top 40: -0.28%
Industrial 25: +0.19%
Financial 15: +0.31%
Resource 10: -1.28%
Mid Cap: +0.06%
Small Caps: +0.31%
Biggest Winners (Large Caps):
- Vodacom +2.30%
- Nedbank +1.47%
- British American Tobacco +1.26%
- Richemont +1.14%
- MTN Group +1.00%
Biggest Losers (Large Caps):
- Anglogold Ashanti -1.94%
- Mr Price Group -1.89%
- Gold Fields -1.88%
- Pan African Resources -1.47%
- Impala Platinum -1.37%
USDZAR: R16.34
Gold +0.20%
Silver -0.53%
Platinum +0.35%
Palladium +0.14%
Copper -0.33%
Brent Crude +0.42%
Crude Oil WTI +0.24%
Malome Thabang® retweeted
Valterra Platinum earnings surge 1 633%, R15bn interim dividend declared
#PGMs #SouthAfrica @MartinCreamer1
bit.ly/3RCTZgE
Valterra Platinum ( $JSE: VAL) Interim results H1 26
*Revenue up +90% to R82bn, gross profit at R31 bn ( +503%)
*HEPS up 8202 cps
*Total Dividend declared ~R57 ( base + additional div )
* Production M&C outlook remains at 3.0 to 3.4 Moz of PGMs
* Capital consist at R17-18 bn
Malome Thabang® retweeted
We're up + 30% on Anglo American $AGL since we bought here and I still think we're in the early days of the Copper cycle.
I don't expect any short term run like we see in gold and platinum but rather staircase higher over the coming years as Copper demand will likely stay strong.
The recent strength in Anglo is more from good management and their deal with Teck Resources $TECK, as well as the unbundling of Anglo Platinum (now Valterra Platinum $VAL) which has made Anglo American a more pure Copper play.
I continue to be positive on Anglo American and hope to add more on weakness.
Bought Anglo American $AGL and Valterra Platinum $VAL today.
Briefly why I bought these miners:
I believe Valterra is the most under owned yet highest quality Platinum miner in South Africa 🇿🇦. It is the most deleveraged play out of all of them but still has room to run as it has been under pressure from the spin-off from Anglo American. Once operations settle, I believe Valterra will perform well.
Anglo American has some of the highest quality Copper mines and Copper is becoming one of the most important metals of today. There is so much demand for Copper whether you talk EV’s or Data Centers. Copper is definitely a metal for the future and I believe Anglo American is one of the best ways to gain from it.
(Not investment Advice, just a short reasoning)
$JSE #JSE #EasyEquities
Malome Thabang® retweeted
This week in JSE Direct with @SimonPB
° Rates coming down next month, which sectors benefit most?
° Nvidia ahead of the results
° Nike, an iconic brand offering opportunity?
° ETF updates from @SATRIX_SA & @ETFSA
justonelap.com/podcast-rates…
Malome Thabang® retweeted
Good people, what are some of your alternative investments, trading platforms you use, pref. shares, BEE or assets you own?
I will start - I own a couple of shares in the Barloworld-KhulaSizwe BEE scheme and have some livestock holdings through @livestockwealth
Malome Thabang® retweeted
Changes proposed to two @10Xinvestments ETFs as they want to merge them into the Top50 ETF they already have listed.
° 10X SciBeta M-FI ETF
° 10X S&P SA Dividend Aristocrats ETF
justonelap.com/10x-investmen…
Malome Thabang® retweeted
#WeBuyCars $JSEWBC officially opens at R20.00.
$JSEAMS Results update :
*PGM production to 3.8 Moz ( 2022 : 4.0 Mos)
*Earnings down 70% to R14 bn
*Costs up +16%
* Issues Section 189A Restructuring 😟
Malome Thabang® retweeted
*Newbies, Please come to the front of the Class‼️*
@JSE_Group has lovely learning articles on their websites explaining *"LEARN HOW TO INVEST"* very simply!
Please take some time to read this.....
Thread...
We are still alive this side🤩
Will be attending @smalltalkdaily ‘s webinar tonight
Malome Thabang® retweeted
From taking a shot left to booking international trips. ✈From switching up that diploma to bagging a degree. 🎓You are making strides and doing it so well!
2024 is personal for you too, right? Use #SBLove💙 and let us know which bag you're investing more in this year!
