Capital Appreciation (CTA) handels verklaring: senspdf.
Insimbi Industrial (ISB) resultate: Feb23. Min handel.
Nampak (NPK) aandele verenig 250 tot 1, R1B kapitaal insameling, 200x meer uitreikbare aandele: senspdf. Die aandeelprys het van R45 in 2014 na 76c geval. Beleggers wie 100 aandele besit word verplig om te verkoop of meer te koop.
Sirius Real Estate (SRE) handels verklaring: senspdf.
Fairvest Property (FTA, FTB, was FVT) resultate: Mrt23.
Die Rand tot VK pond wisselkoers (blou) volg meestal die verhouding van geld voorraad groei (rooi), maar was gedurig swakker sedert 1996. Dit kan die gevolg wees van die ANC en DA se toelaes en gratis dienste wat ekonomiese produksie verlaag, en pryse opjaag.
Op die internet - Suid Afrika
"Hundreds of thousands of taxpayers hit with penalties for outstanding returns: SARS has imposed nearly R400m in penalties for outstanding tax returns this year - most of whom had only one return outstanding." - Twitter. ANC kakkoppe.
"South Africa’s Presidential Climate Commission has advised the country, which relies on coal for most of its electricity, to forsake using the fossil fuel for future power generation and to only use a minimal amount of gas." - Twitter. Grap vir die dag. Die ANC gaan die ekonomie uitwis.
Eskom het vir die 6m tot Sep inkomste groei van +6.9% gehad, en 'n wins gemaak van R3.839B teenoor R10.605B 'n jaar gelede, of 'n verlies van -R22.535B die ses maande tot Maart 2022. Die ANC bewind het R21.9B geldelike steun verskaf. Eskom.
South Africa's Transnet suspends iron ore railway due to cable theft - Reuters. "The railway line stretches up to 861 km (534 miles) from iron ore mines at Sishen in the Northern Cape to the Saldanha port in the Western Cape and is South Africa's main link for iron ore exports".
Tiger Brands (TBS) resultate: Mrt23, Mrt23. Inflasie is meer as die 16% inkomste groei, aangesien wins nie gegroei het nie.
Die Rand Brent olie prys (blou) is nou $73.87 x R19.70 = R1455/vat. Sedert ten minste 1990 bly dit rondom geld voorraad te midde van groot wisselvalligheid (rooi).
Op die internet - Suid Afrika
Meeste van die land is vanoggend bewolk. Mense met sonpanele soek krag by Eskom.
Zeda (ZZD) ontbondel uit Barloworld, resultate: Mrt23, Mrt23.
Op die internet - Suid Afrika
"Stage 6 loadshedding will be implemented from 16:00 this afternoon until 05:00 on Tuesday. Thereafter, Stage 4 loadshedding will be implemented from 05:00 until 16:00 on Tuesday." - Eskom, Twitter.
In die media word bespiegel oor moontlike sanksies teen Suid Afrika. Die res van die wêreld, insluitende die VSA, het aangedring op die ANC regering vir Suid Afrika. Dis onwaarskynklik dat die lande sal optree teen 'n bewind waarvoor hulle verantwoordelik is. Bowendien is Suid Afrika onbeduidend klien, dis soos 'n lastige vlieg.
Kameraad Ramakotsa sê hy is verras en geskok om te hoor dat mense drinkbare water nodig het. In 'n normale demokrasie sou parlement al baie kere ontbind gewees het weens die totale onbekwaamheid van die ANC bewind.
"SARS has again issued tax directives to life insurance companies stating what tax they should withhold for annuitants who receive an income from more than one source. Lana Visser explains." - Twitter. ABID se teistering van belasting betalers is nog 'n rede om nie in annuiteite te belê nie. Die private sektor doen niks omtrent ANC onderdrukking en geld rowery nie.
Sondag 28 Mei 2023
Op die internet - Suid Afrika
"Stage 5 loadshedding will be implemented from 16:00 this afternoon until 05:00 on Monday, while Stage 4 and 5 will be implemented during the week." - Eskom, Twitter.
"Stage 5 loadshedding will be implemented from 16:00 this afternoon until 05:00 on Saturday, with varying stages of loadshedding implemented over the weekend." - Eskom, Twitter.
"After three years of deliberations, the National Health Insurance Bill passed through the National Assembly Portfolio Committee on Health this week, with hardly a change made to the original version and the threat of legal challenges hanging in the air." Twitter. Mediese dienste moet noodwendig dieselfde pad gaan as alle ander dienste.
National Health Insurance in South Africa - Gov.za. Gelykheid beteken dat private hospitale afgebring gaan word na dieselfde vlak as staats hospitale. Die toekoms vir Discovery (DSY), Life Healthcare (LHC), Mediclinic (MEI) en Netcare (NTC) lyk nie goed nie.
"Zimbabwe's inflation soars to the MOON! Today, I measure Zim’s inflation rate at 717%/yr. It’s no surprise that Zimbabweans want Finance Minister Mthuli Ncube to spend more time in the Economics 101 classroom." - Twitter.
Dinsdag 23 Mei 2023
Aandele - Suid Afrika
Indluplace Properties (ILU) handels verklaring: senspdf. Min handel.
Zeda (ZZD) ontbondel uit Barloworld, handels verklaring: senspdf.
Alexander Forbes (AFH) handels verklaring: senspdf.
Bytes Technology (BYI) resultate: Feb23, Feb23. Min handel.
Coronation Fund Managers (CML) resultate: Mrt23, Mrt23.
Op die internet - Suid Afrika
"Stage 5 loadshedding will be implemented from 16:00 this afternoon until 05:00 on Wednesday. Thereafter, Stage 4 loadshedding will be implemented from 05:00 until 16:00 on Wednesday" - Eskom, Twitter.
"SA's biggest poultry group Astral Foods has warned deteriorating water infrastructure and load shedding is putting the country at risk of ultimately becoming dependent on food imports, putting the poorest especially at the mercy of a volatile rand." - Twitter. Dis al vir baie dekades duidelik dat die ANC en swartes nie omgee vir boere en voedsel vervaardigers nie.
"News24.com | OPINION | Report raises alarm over state of provincial nature reserves" - Twitter.
"Due to the breakdown of a generating unit each at Arnot, Majuba and Medupi power stations, Stage 4 loadshedding will be implemented from 05:00 to 16:00 on Tuesday (tomorrow) and not Stage 3 as previously communicated. Thereafter, the schedule will be implemented as previously communicated. Eskom is working on returning these generating units to service. Further updates will be communicated as soon as any changes occur." - Eskom, Twitter.
Don’t drink tap water: Tshwane appeals to residents amid cholera outbreak - IOL. "The ANC government paid Edwin Sodi R295 MILLION for Rooiwal Waste Water Treatment plant. This would have avoided the cholera and possibly the deaths. This type of stuff brings down entire governments. But it’s South Africa under ANC rule, NO KINGPINS ARE EVER HELD ACCOUNTABLE" - Twitter.
Sondag 21 Mei 2023
Op die internet - Suid Afrika
"Mineral Resources and Energy Minister Gwede Mantashe said it was a mistake to decommission the Komati power station, which provided reliable power to South Africa." - Twitter. Dit was 'n natuurlike deel van die transformasie na agterlike Afrika land. Dis wat kiesers wil hê. Buitelandse toeriste wil sien hoe swartes ly as gevolg van apartheid.
Saterdag 20 Mei 2023
Op die internet - Suid Afrika
"Stage 4 loadshedding will be implemented from 16:00 this afternoon until 05:00 on Monday. Thereafter, Stage 3 loadshedding will be implemented from 05:00 until 16:00 on Monday" - Eskom, Twitter.
Die Rand het Vrydag R19.44/$ bereik en vanoggend R19.48/$. In die verlede was die Rand tuimelings veroorsaak deur invoerders wat skielik bestellings plaas voor die Rand verder verswak, soos 'n hond wat sy eie stert jaag.
Op die internet - Suid Afrika
"Power system is severely constrained with a high risk of increased stages of loadshedding in winter" - Twitter.
"Stage 5 loadshedding will be implemented from 16:00 this afternoon until 05:00 on Friday. Thereafter, various stages of loadshedding will be implemented over the weekend." - Twitter.
"JUST IN: Eskom will be looking into how André de Ruyter handled alleged corruption. Board chair Mpho Makwana says de Ruyter broke the trust in the most repulsive manner. He says de Ruyter broke transgressions and went against his obligations as a ceo of. National key point." - Twitter. Niemand by sy volle verstand gaan nou hoof uitvoerende beampte word nie. As die ANC in die regering bly, gaan Eskom en die ander staatsdienste verder vervalle raak.
Woensdag 17 Mei 2023
Aandele - Suid Afrika
Tencent (HK 0700) resultate: Tencent. Soos gewoonlik word diens pryse opgestoot aan die begin van elke jaar.
Tsogo Sun Gaming (TSG) handels verklaring: senspdf.
"Stage 6 loadshedding will be implemented from 16:00 this afternoon until 05:00 on Monday. Thereafter, Stage 4 and 6 will be implemented during the week" - Twitter.
Die ANC bewind wil nog geld uitmors op hernubare energie.
Volgens Eskom se Maart 2022 jaarverslag (bladsy 99) was onafhanklike krag produsente (OKP) kapasiteit 6,831MW. Energie aangekoop was 15,972GWh (26.7% benutting) vir R35.203B = 230c/kWh.
Volgens Eskom se Twitter boodskap tydens gisteraand se piek was hernubare opwekking 1476MW (wind 1175MW, gekonsentreerde sonkrag 265MW en sonpanele 36MW), en beskikbare onafhanklike krag produksie 1014MW. Die beskikbare onafhanklike krag van 1014MW is 'n breukdeel van die geinstalleerde kapasiteit van 6831MW. Die beskikbare onafhanklike krag was 4% van Eskom se beskikbare 25,494MW.
Volgens Wikipedia was R256B sover deur die private sektor in onafhanklike krag belê vir 10,752MW kapasiteit. Dis R23.8/W. Jy kan sonpanele vir R10/W koop sonder installasie. Die aanvanklike begroting vir Kusile kragstasie was R81B, en kan R118B/4800MW = R24.5/W kos om te voltooi. Die steenkool kragstasies verskaf elektrisiteit 24 uur per dag, teenoor die 25% van hernubare energie.
Maandag 15 Mei 2023
Aandele - Suid Afrika
Kap Industrial Holdings (KAP) handels verklaring: senspdf.
"Due to the cold weather, the demand for electricity is higher than anticipated. In addition, the failure of two generating units, one of which has since returned to service, requires that Stage 6 loadshedding be implemented at 15:00 today (previously communicated 16:00). Eskom will communicate another update as soon as any significant changes occur. We appeal that non essential appliances be switched off." - Eskom, Twitter. Dis 'n sonnige 19°C vanmiddag.
"Ursula van der Leyden gave notice to third party countries at the G7 summit that the EU/ G7 would effect sanctions on countries circumventing sanctions on Russia. Clearly a hint to SA who was not invited to attend the G7 summit. Now the government knows why." - Twitter. Europa probeer al lankal om SA se vrugte uit te hou met regulasies.
Suid Afrika het nie 'n skip wat na Rusland kan vaar nie. Rusland moet 'n skip hierheen bring.
Sondag 14 Mei 2023
Op die internet - Suid Afrika
"Stage 6 loadshedding will be implemented from 16:00 this afternoon until 05:00 on Monday. Thereafter, Stage 4 and 6 will be implemented during the week" - Eskom, Twitter.
"Due to lower demand overnight, loadshedding was suspended at 00:53 and resumed at 07:45 this morning at Stage 3 (previously communicated Stage 4). Eskom will publish a further update as soon as there are any significant changes." - Eskom, Twitter.
"How much more have we been paying for groceries compared to a few years ago? For the lower income, middle class and the wealthy the spend is up 47%, 12-14% and 4% respectively according to one report." - Twitter.
Saterdag 13 Mei 2023
Op die internet - Suid Afrika
Die media skep die indruk dat die ANC bewind stemme sal verloor as gevolg van die elektrisiteits verskaffing. Die swartes het niemand bekwaam vir wie hulle kan stem nie. Die transformasie na agterlike Afrika land kan nie gekeer word nie.
Die media skep die indruk dat die VSA sal optree weens die moontlike verskaffing van wapens aan Rusland. Die skade wat die ANC doen aan die ekonomie is 1000x erger as enigiets wat die VSA kan doen. Onderstaande grafiek wys hoe die ekonomie gekrimp het sedert 1994 relatief tot geld voorraad. Die nominale ekonomiese uitset statistiek is nie meer betroubaar nie.
Die nuuste geld voorraad groei van Des 2022 tot Maart 2023: 8.59% 9.57% 10.81% 8.90%.
Vrydag 12 Mei 2023
Aandele - Suid Afrika
Richemont (CFR) resultate: Mrt23. Verkope was 4.0% hoër as verlede jaar verklaar.
Herhaling van 19 Maart 2022: Sasol se plastiek vervaardiging in die VSA was 'n goeie belegging, ten spyte van die plaaslike media se langdurige gesanik, weens die groot gaping tussen die prys van plastiek en gas. Die bestuur het die swak besluit geneem om die helfte van die besigheid te verkoop.
Sasol se VSA plastiek vervaardiger gebruik goedkoop natuurlike gas as grondstof. Die China prys van polyethylene is CNY7941/ton = $1077/ton: Trading Economics. Die prys van VSA natuurlike gas het teruggeval na $2.22/miljoen BTU (onder) = $100.6/ton.
Sasol se brandstof besigheid maak 'n wins uit die verskil tussen die Rand olie prys (onder) en goedkoop plaaslike steenkool:
Op die internet - Suid Afrika
"Due to lower weekend demand, loadshedding will be reduced to Stage 3 from 05:00 until 16:00 on Saturday" - Eskom, Twitter.
Ramaphosa onderneem vir die honderdste keer om die elektrisiteits probleem op te los. Meer rykes gaan deur ABID (Apartheid Buit Insamelings Diens) beroof word om vir krag skepe te betaal.
Suid Afrika het sy eie wapen van massa vernietiging – die ANC. As die kamerade losgelaat word in enige land, dink net aan die skade wat dit sal aanrig.
"Just published: front page of the Financial Times international edition Friday May 12" - Twitter. "US accuses South Africa of covertly supplying arms for Russia's war effort". Die VK wat die anti-apartheid veldtog gelei het as dissipels van die ANC, en deur die VSA gesteun was met sanksies, het die bewind geskep.
MTN plans price hikes as inflation soars - TechCentral. Inflasie is hoog omdat (a) Afrika regerings baie geld druk vir uitgawes en (b) minder werk en laer produksie weens gratis regerings dienste en toelaes.
Die Rand het R19.02/$ bereik. Die vorige laagte punt was die R19.04/$ op 23 April 2022. Die Rand (blou) is sterker wanneer kommoditeite, soos yster (rooi) styg. Dis 'n hoender en eier situasie. Wanneer die dollar versterk, daal die prys van kommoditeite in dollars. Die dollar versterk gedurende VSA resessies (grys bande). Te oordeel aan die swak Rand is die VSA in 'n ressessie.
The Braziliaanse Real (rooi) het sedert 1994 baie soos die Rand (blou) teenoor die dollar verswak. Dit was swakker as die Rand die laaste paar jaar.
Op die internet - Suid Afrika
"South Africa's President Ramaphosa says its energy crisis is an 'existential threat' to SA's economy and social fabric. He's promising to bring the daily power cuts 'to an end'. 7 mins on a story that's about more than electricity." - BBC, Twitter. Grap van die dag. Dis bloot die terugkeer na Afrika waarop die wêreld aangedring het met die afskaf van apartheid.
No load-shedding for coastal town – because of politics - Daily Investor. Dit gaan met elektrisiteit soos dit gaan met die res van die ekonomie. Belasting word deurgegee as hoër pryse, en die armes betaal daarvoor. Politici en rykes vermy die effek van beurtkrag.
"Eskom experiences Major Fibre fault in numerous areas in the Western Cape" - Eskom, Twitter.
Dinsdag 9 Mei 2023
Aandele - Suid Afrika
Equites Property Fund (EQU) resultate: Feb23, Feb23.
Industrials REIT (MLI) voorheen Stenprop (STP) aanbod van Sussex Bidco: senspdf. Min handel.
Karooooo (KRO) was Cartrack (CTK), resultate: Feb23. Min handel.
"Public Enterprises Minister Pravin Gordhan plans to file an urgent application to appeal a court ruling that ordered him to exempt all hospitals, clinics, schools and police stations from load shedding." - Twitter.
Sondag 7 Mei 2023
Op die internet - Suid Afrika
"Stage 6 loadshedding will be implemented from 16:00 this afternoon until further notice" - Eskom, Twitter.
Saterdag 6 Mei 2023
Op die internet - Suid Afrika
"Saturday, 6 May 2023: Due to a shortage of generating capacity, Stage 5 loadshedding will be implemented until further notice. This is necessary following the failure of five generating units; three from Medupi Power Station and two from Duvha Power Station. Three of these units have since been returned to service today. However, Eskom has had to rely extensively on emergency reserves which now need to be replenished before Monday. Eskom will publish a further update as soon as any significant changes occur." - Eskom, Twitter.
"06 May 2023: Due to the further breakdown of a generating units in the early hours of the morning, Stage 4 loadshedding will be implemented at 05:00 this morning until 16:00 (previously Stage 3 loadshedding communicated). Eskom will publish a further update as soon as there are any significant changes." - Eskom, Twitter.
Supermarkte stoot pryse op om winsgewend te bly, omdat volume daal weens armer verbruikers. Die armoede word veroorsaak deur ANC geld drukkery, en die ANC en DA se gesubsidieerde dienste, wat inkomste belasting en munisipale belasting opjaag. As gevolg daarvan word werk skaarser, en produksie daal. Met die volgende verkiesing sal hulle weer vir dieselfde partye stem.
Op die internet - Suid Afrika
"Municipalities owe Eskom R57 billion. Treasury says it will scrap the debt of those who meet their conditions. This includes paying Eskom on time and cutting off consumers who don't pay." - Twitter. Die Dept van Finansies sê die publiek wie hulle rekenings betaal sal die agterstallige skuld vereffen. Die munisipaliteite hoef net eenkeer te betaal, dan kan hulle weer skuld ophoop vir volgende keer. Net R300.9B/R2242.6B = 13.4% van die begroting word op ware regerings funksies bestee. Die munisipale skuld van R58B is niks vergeleke met die R1942B in sosiale voordele nie.
Calgro M3 (CGR) handels verklaring: senspdf. Min handel.
Die prys van palladium en rhodium het nog nie 'n bodem bereik nie, na die pryse opgeskiet het in 2020. Erts bevat meer platinum as palladium wat 'n ooraanbod van platinum veroorsaak.
Op die internet - Suid Afrika
"Stage 6 loadshedding will be implemented from 16:00 this afternoon until 05:00 on Thursday. Thereafter, various stages of loadshedding will be implemented." - Eskom, Twitter.
"Judge rules that a former employee who defrauded Eskom reimburse the organisation" - Eskom, Twitter. Die verduisteraar hoef net die geld terug te betaal. Die ANC bewind maak 'n bespotting van wet en orde.
Renergen (REN) (A2X:REN) voorlopige finale verslag: senspdf.
Maandag 1 Mei 2023
Op die internet - Suid Afrika
"Due to the delay in returning nine generating units to service, the stages of loadshedding will be escalated this week." - Eskom, Twitter. Weens regstellende aksie en die terugkeer na primitiewe Afrika.
Ontkenning: Geen verantwoording word vir verkeerde inligting aanvaar nie. Die inhoud moet nie as finansieële raad beskou word nie. Web blad besoekers moet hulle eie finansieële deskundige raadpleeg voor hulle op die inligting reageer.
