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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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Now displaying: Page 1
Mar 23, 2022

Simon Shares

  • Just One Lap is 11 years old :)
  • FOMC, as expected. Local MPC tomorrow.
  • Nasdaq, time to buy? Also FTSE100. Both a technical buy, not taking a view on the fundamentals.
Nasdaq, daily 

Brent almost back at US$120.

  • China opened up already, well Foxcon at least.
  • Tencent results, flat-lining.

 

  • Thungela Resources (JSE code: TGA) results and 1800c dividend.
    • "developments in terms of new thermal coal projects which have been hampered by financing opportunities, given ESG pressures on carbon fuels"

* I hold ungeared positions.

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