Shares that profit from load shedding (#525)
JSEDirect with Simon Brown
English - January 25, 2023 14:09 - 17 minutes - 16.1 MB - ★★★★★ - 13 ratingsInvesting Business News Business News invest investing trading jse south africa stock market online standard Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Which food retailer offers the best value? (#524)
Next Episode: How bad is load shedding hitting profits? (#526)
Simon Shares
Renergen* (JSE code: REN) finally gets phase 1 helium flowing. ArcelorMittal (JSE code: ACL) update, everything they warned about went wrong. MPC Thursday (26 January) and FOMC Wednesday (1 February). Raising 0.25% each. Stocks making money from load shedding Reunert (JSE code: RLO). High voltage cables and circuit breakers. Mustek (JSE code: MST). Green energy division. Famous Brands (JSE code: FBR). Lights out need food. Mahube Infrastructure (JSE code: MHB). Wind and solar operations paying a dividend (DY ±13.5%) and trading below NAV. Kibo Energy (JSE code: KBO). Are they a going concern? They issued shares to pay a £19,635.44 invoice.This is well worth a listen, some important data points from @StefMarani that help understands the road ahead .. https://t.co/6CGNRd6QUe
— Simon Brown (@SimonPB) January 24, 2023
@simonbrown_za ArcelorMittal SA horror update as the second half was loss making #investing #share #jse ♬ original sound - SimonBrown