Simon Shares
- Murray & Roberts* (JSE code: MUR) expands in the US.
- The government says they'll only use locally produced cement in projects. PPC (JSE code: PPC) and Sephaku (JSE code: SEP both fly higher. But is the market right about this?
- We're off the UK red list, good for local hotels?
- Aveng (JSE code: AEG) have announced plans for a 1:500 share consolidation in December. This usually sees prices weakness after the consolidation.
* I hold ungeared positions.
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