Oh man, where do I even start with all this? So Simon Brown orbits around this whirlwind of finance stuff this week. Bless him. He dives into a bit of everything — from how South Africans are maybe (hopefully?) finding their feet again, to all the shiny things happening with platinum group metals. Oh, and there’s a new player in town — some renewable energy listing. Exciting or what?
Let’s break it down, I guess. Okay, first, retail recovery. Mr Price and TFG? They’re sort of on the up. It’s like watching your favorite underdog in a movie, hoping the next scene is their big break. Are consumers getting a breather? Could be. It’s like that scene in a thriller where the music gets all hopeful and you think, “Hey, things are looking up.” But then… you pause, right? Because anything can happen.
Then there’s this Greencoat Renewables thing landing on the JSE. Seriously though, a 9% dividend yield? That’s like, buying a lottery ticket and actually believing you might win. Should you jump in? Probably? Maybe? Okay, backtracking here — I’m getting those excited jitters, but also, who knows? Money makes people do funny things.
Now, Omnia’s got some glow thanks to its mining and agri numbers. Another special dividend too. But then SARS, the tax folks, are, like, looming over them. I picture some movie villain music in the background here. They’re shining, sure, but there’s a shadow there, too.
Speaking of shining things, PGMs are on a move. Picture platinum and rhodium waltzing in a big fancy ballroom or something. Which miner is dancing best? That’s debate night but with metals. And yes, they probably have rhythm.
CrowdStrike is next. They’re pulling in solid results — standing tall and all that. But share dilution? That’s like ordering a fancy cocktail, only to find it’s a bit watered down. You sit there wondering if it’s still worth sipping on. Is it still your cybersecurity darling? Your guess is as good as mine.
Currency and bonds — oh what a volatile see-saw of emotions. The rand is picking up as the US dollar takes a breather. SA bond yields? They’re dropped like that bass in a club song. What’s in it for investors, though? Do you sit tight or do you celebrate? The jury’s out.
Anyway, Simon’s got his hands full, clearly. Oh, and by the way, he holds some positions, but not leveraged ones. So that’s something. For charts and graphs, KoyFin’s your buddy — apparently there’s a sweet discount if you’re into that sort of thing.
For a fling with podcasts and whatnot, well, there’s a bunch of places you could subscribe. Usual suspects — iTunes, Spotify, YouTube — shout-out to all the channels out there. Meanwhile, JSE Direct does its own independent thing, with the host’s views flying solo. The JSE Limited folks haven’t stamped or triple-checked any of this. Just saying.
There it is. A chaotic, whirlwind tour through finance-land. Hold onto your hats, folks.
