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JSE Direct with Simon Brown

Weekly podcast hosted by Simon Brown covering the JSE and listed companies.
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Sep 15, 2021

Simon Shares

  • Clicks (JSE code: CLS) revised trading update, previous EPS growth was 8%-13%. Now revised to 0%-3%.
  • Afrocentric (JSE code: ACT). Great little stock.
  • Not a bad update from Famous Brands* (JSE code: FBR)
  • US inflation for August was 5.3%.
  • US poverty levels went down in 2020, during the pandemic.
  • AB Inbev (JSE code: ANH) just keeps on falling, why?
  • PGMs getting crushed. Platinum down at US$934, palladium around US$2,000 and rhodium US$13,300. What's happening? When does it reverse?

* I hold ungeared positions.

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