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Vrydag 17 Jan 2020

Aandele - Suid Afrika

Foschini (TFG) nege maande omset +5.9%: senspdf. Dit was +6.3% vir die eerste ses maande.

Mr Price (MRP) 13 weke verkope +3.5%: senspdf.

Richemont (CFR) derde kwartaal verkope +6%: senspdf.


Donderdag 16 Jan 2020

Aandele - Suid Afrika

South32 (S32) kwartaal: senspdf.

Telkom to shed 3000 jobs as mobile surges - IOL.

Kleinhandelaars is vandag laer na Truworths se aankondiging. Clicks (CLS) het gister 'n nuwe hoogtepunt van R266.41/R6.722 = 40 bereik. MrPrice (MRP) was op na R190/(659.9c+435.9c) = 17.3. Pick n Pay (PIK) het opgeskiet na R65.71/(222c+90.61c) = 21, teenoor Shoprite (SHP) se R122.45/779.9c = 15.7. Spar (SPP) het opgeskiet na R199.72/1123.6c = 17.8. Volgende maand gaan belasting weer nie aangepas word vir inflasie nie, en die ekonomie verder verswak.

Op Twitter: Stats SA @StatsSA: "South African #wholesale trade sales fell by 3,7% y/y in November 2019. Sales decreased by 1,5% in November 2019 compared with October 2019. This followed m/m changes of 0,8% in October 2019 and 1,6% in September 2019. Read more here: https://bit.ly/2FSAyYu". Die aandeel mark dink kleinhandelaars gaan goed doen.

Op die internet - Suid Afrika

Eskom CEOs from 1985 to 2020 – The problem is clear - Mybroadband.

Slow Internet speeds for South Africans due to cable outage - Mybroadband.

Die Monitêre Beleids Komitee (Reserwe Bank) het die terugkoop koers -0.25% verlaag na 6.25%

Op Twitter: Arabile Gumede @ArabileG: "NEWS: @flysaa has put 9 planes up for sale valued at R37bn. The Airbus A340's were used to fly to Frankfurt, New York, Hong Kong, Munich & Perth. Four of the planes were first used in 2001, while the others were first used in 1993. Sale includes 15 spare engines #SABCNews" SAL is juis in die moeilikheid omdat hulle vliegtuie verkoop het om lopende uitgawes te dek, en eerder gehuur het.

Op Twitter: Business Insider SA @BISouthAfrica: "South African taxpayers have paid R16.5bn to bail out SAA over the past decade — almost R1,000 per household".


Woensdag 15 Jan 2020

Aandele - Suid Afrika

Truworths International (TRU) 26 weke verkope +1.2%: senspdf.

Onelogix (OLG) handels opdatering: senspdf. Gewoonlik min handel.

Bob van Dijk sells Naspers shares worth R1-billion - TechCentral.

Court confirms reckless lending ruling against Shoprite - Moneyweb.

Op die internet - Suid Afrika

Op Twitter: NUM @NUM_Media: "NUM will stage a picket today against the unbundling of Eskom and against privatization of the power utility. The picket will take place today 15 January 2020, 12 to 1 pm at Eskom Head Office at Megawatt park. Members of the media are invited. @JacaNews @ThobelaFMYaka @CapricornFM"

Op Twitter: Magnus Heystek @MagnusHeystek: "Waldimar Pelser, editor of Rapport has reacted to my tweet about its relationship with the ANC/CR. Not true, he says, we have become very critical of CR/ANC. Good to hear and happy to apply audi alteram partem." As dit nie was vir Naspers se ondersteuning van die Nasionale Party sou hulle nie Multichoice gehad het nie, en dalk nie in Tencent belê het nie, gegewe hoe die gedrukte media agteruit gegaan het nie.

Table Mountain's Slangkop tented camp closed due to 'spate of crime incidents' - only 1 of 4 still open - Traveller24.

'Forget about state capture': Eskom warns of collapse without higher tariffs as it faces regulator in court - Fin24. Mense het lankal verwag die ANC gaan uiteindelik geld druk om vir die al geld vermorsing te betaal.

Retail sales beat estimates on Black Friday boost - Moneyweb. Die 2.6% groei in November is relatief tot die amptelike inflasie koers van 3.6%, wat nominaal 6.3% is. As 'n mens die helling van die Rand/$ wisselkoers neem die afgelope 3 jaar en 6% VSA inflasie by tel (omdat hulle inflasie syfer ook nie geloofwaardig is nie) dan is die werklike inflasie koers in Suid Afrika 10% per jaar. Die Rand word te sterk gehou deur invoer beskerming en subsidies. Dit behoort te verswak omdat inflasie hoër is as 10%.


Dinsdag 14 Jan 2020

Aandele - Suid Afrika

Woolworths (WL) hoof uitvoerende beampte: senspdf. Afdelings winkels sukkel al vir dekades. Die aandeel prys is op na 5255c/368.7c = 14.3. Volgens die laaste opdatering vir die 20w tot 17 Nov was groep verkope +2.2% hoër.

Vodacom in talks to take subscribers from struggling Cell C - Moneyweb.

After the indigestion-causing Just Eat snafu, Prosus moves on to Indian fintech providers - Business Maverick.

Op die internet - Suid Afrika

Not all cars are created equal when it comes to resale value - Moneyweb.

Watch: Couriers flee in terror as robbers pounce on East Rand route - The South African. Die ANC kan nie basiese regerings funksies verrig nie.

Court orders dissolution of Makana municipality in Eastern Cape - The South African.


Maandag 13 Jan 2020

Aandele - Suid Afrika

Massmart (MSM) winkels en personeel verminder: senspdf. Jobs bloodbath looming at Massmart-owned DionWired - Tech Central.

Telkom shares rocket over 21% - Moneyweb.

Op die internet - Suid Afrika

Wat Eskom kan doen is om nog 100 kragstasies te bou, en gratis elektrisiteit aan die res van Afrika te voorsien.

Finally, a credible plan to fix Eskom - Moneyweb. Te oordeel aan die redes vir die krag verlies lyk dit nie na langtermyn instandhoudig nie, maar gebrek aan bekwame personeel.

Adriaan Basson: Who is really running Eskom? - Fin24. In alle regerings departemente en besighede was die bekwame blankes wat alles geskep het, vervang deur regstellende aksies.

Op Twitter: Bongani Bingwa @bonglez: "Minister of Public Works and Infrastructure Patricia De Lille confirms that over 3000 employees in her department run 300 companies doing business with the SAME DEPARTMENT!!!! #702Breakfast".

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#Eskom_FreeState #MediaStatement. Transformer failure at Rouxville Substation leads to loss of electricity supply" kennisgewing. Betaal die dorpe vir elektrisiteit? Eskom herstel gereeld die toevoer vir mense wie nie betaal nie.

Lindiwe Sisulu hits out at detractors over R900bn water master plan - Business Live. Dis R30,000 per volwassene, waarvan die meerderheid nie werk nie. Elke huishouding van 2 volwassenes kan 12x 5000 liter tenks koop vir die geld.

Unions plot mega shutdown - Zimbabwe Situation.


Sondag 12 Jan 2020

Op die internet - Suid Afrika

Watch: No electricity at OR Tambo, as Eskom sub-station bursts into flames - The South African. Hoe paslik vir 'n lughawe wat die blankes geskep het, en na 'n terroris herdoop is.

Op Twitter: mike schussler @mikeschussler: "Next year we will be poorer than the average developing country citizen. The 39 advanced countries are way ahead and we are now falling below the average of the 155 developing countries in the world. Shockingly South Africans were twice as rich as the average 20 years ago.": chart.


Saterdag 11 Jan 2020

Op die internet - Suid Afrika

11 tourists robbed at gunpoint in Khayelitsha - The Citizen.

This is the coolest tech from CES 2020 - Mybroadband.

You have to take responsibility for your own electricity future in South Africa – Expert - Mybroadband. Nie alleen elektrisiteit nie. Die ANC gaan inflasie opjaag net soos Zimbabwe. Mense moet óf beskerming hê teen inflasie, óf self versorgend word. Al meer produkte gaan skaars word omdat die publiek dit nie kan bekostig nie, en handelaars sal ophou om dit aan te hou.

Eskom crisis, jobs top ANC’s priority list, Ramaphosa vows - Fin24. Suid Afrika kan nie meer kragstasies of wind turbines bekostig nie. Om die gebrek aan elektrisiteit die skuld te gee vir werk skepping is belaglik. Grond hervorming beteken meer belasting geld om swart boere te ondersteun.

Zimbabwe's government workers reject 97% salary increase - Fin24.


Vrydag 10 Jan 2020

Aandele - Suid Afrika

Naspers (NPN) Prosus aanbod vir Just Eat PLC verval: senspdf.

MTN (MTN) prokureur-generaal in Nigerië verwys eis na belasting owerheid: senspdf.

RMI (RMI) Australië bosbrande: senspdf.

Op die internet - Suid Afrika

Honderde stroom in van Zimbabwe - Die Vryburger.

3 planned road rules for South Africa you should know about in 2020 - BusinessTech. "You may pay for contesting fines". Die regering antwoord nie op navrae nie.

On Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT 2. Date: 10 January 2020. Loadshedding will stop at 23:00 on Friday evening, and start again on Saturday morning at 09h00." kennisgewing.

Matric maths results paint a horrifying picture - TechCentral. "The minimum score for a pass is 30%"

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT1. Date:10 January 2020. Stage 1 loadshedding will be implemented from 06h00 until 23:00 today" kennisgewing.

Mboweni warns that without big reforms it's 'game over' for SA - Fin24. Laer belasting word nie genoem nie. Dus beteken die "hervoming" absoluut niks. Die ANC hou aan met dieselfde transformasie na 'n insluitende ekonomie, wat die probleme veroorsaak het.

Op Twitter: Athandiwe Saba @Athi_Saba: "The worlds most unstable region...tell me which one jumps out at you. @CarlosCartoons does it again in the @mailandguardian": spotprent.

Khayelitsha clinic closes to most patients after burglary - The South African.

ANC 108: Ramaphosa withdraws from events amid SANDF deployment saga - The South African.


Donderdag 9 Jan 2020

Aandele - Suid Afrika

Brent olie het teruggeval na $65.53, en goud na $1547.74.

Pick n Pay (PIK) se aandeel prys is stadig besig om die opskiet van R61 na R69 om te keer. Sanlam (SLM) is naby 'n kop-en-skouer neklyn wat dit kan terugneem na die onderkant van 'n sywaartse band by R70.

Tongaat shareholders approve its loan plan, but there's a long battle ahead - Fin24.

Op die internet - Suid Afrika

Die M3 geld voorraad groei vir die 4 maande tot November: 7.45% 6.14% 7.28% 7.35%. As die ANC die ekonomiese verswak, is die inflasie hoër as 7.35%. Die petrol prys het 15.6% toegeneem vir Januarie. Die willekeurige uitgawes soos kruiderniersware pryse is onder druk, maar die verpligte uitgawes, soos munisipale onkoste het laasjaar steeds teen 13% gestyg.

Op Twitter: Stats SA @StatsSA: "#Manufacturing production decreased by 3,6% in November 2019 compared with November 2018. Nine of the ten manufacturing divisions reported negative growth rates over this period. Read more here: https://bit.ly/2NaGbW5". Dis relatief tot die amptelike inflasie koers, wat 3.6% was in November (Stats SA). Dus vervaardiging het 0% gegroei in nominale Rand. As die werklike inflasie 13% is, het vervaardiging -13% geval.

EDITORIAL: Throttling the golden goose - BusinessLive

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA "@POWERALERT 1 Date: 09 January 2020. Stage 2 loadshedding to continue until 06:00 on Friday": kennisgewing.

Op Twitter: Ian Cruickshanks @IanCruickshanks: "All in SA vulnerable to Eskom blackouts. On SABC TV News interview at 12h00 today there were 3 power breaks with no automatic switch to immediate emergency service supply. Without exception all are vulnerable to SA SOE service interruptions.Outlook for deeper recession growing." #ANC108: Cake & Champagne as the ANC promises to correct its ways - EWN.

Op Twitter: Helen Zille @helenzille: "Just driven through Kimberly. The municipality furiously fixing potholes and paving verges. Soldiers in camouflage gear. The place crawling with black Beemers and security. ANC appropriating airport, waiting for the brass to arrive. Where does one start?"


Woensdag 8 Jan 2020

Aandele - Suid Afrika

Die rhodium prys het binne 'n week opgeskiet van $6050 na $7950. Palladium teen $2087 volg steeds 'n opwaartse koers. Platinum verander min teen $968.

Op Twitter: Karin Richards @Richards_Karin: "Stock Picks 2020: Last year's picks worked out very well. But this is often a big red flag. Am not expecting anywhere near the same result this year. Bottom of the platinum/ gold market was probably a once in a decade opportunity. Last year: Goldfields, Impala, Sibanye, MEI, OMU": tabel.

Op Twitter: Mark Narramore @marknarramore1: "SA Vehicle Exports continue to grow - good for Metair" grafiek. 'n Grafiek wat wys hoe SA verarm word deur uitvoer subsidies.

Op die internet - Suid Afrika

Hilux, Suzuki, Vivo big winners in 2019; premium brand sales on the decline - Engineering News. Duitse handelsmerke het duur geword.

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT 2. Date: 08 January 2020. Eskom to implement Stage 2 loadshedding from 21:00 this evening until 08:00 tomorrow morning": kennisgewing. Dit beteken seker hulle brandstof het opgeraak.

SA’s problem of a narrow tax base and high taxes - Moneyweb.

Op Twitter: #ANC108 #ANCNC2020 #Khawuleza @MYANC: "As we head to the #ANC108 anniversary, let's reflect on the progress we have made as we continue to #Khawuleza to deliver to all South Africans.": The number of social grant recipients increased from 2.4 million in 1996 to 17.6 million in 2018.


Dinsdag 7 Jan 2020

Aandele - Suid Afrika

Dit lyk of die Tencent (HK 0700) aandeel prys teen HK$385.60 steeds wil styg. Die hoogste vlak die afgelope 12 maande was HK$395.60. Dis nog ver van die Jan 2018 allerhoogste vlak van HK$471.20.

Op die internet - Suid Afrika

Here are South Africa’s matric results for 2019 - BusinessTech. Die ANC het die standaarde verlaag ter wille van die swartes. Die slaag syfer is nou 81.3% teenoor 53.4% in 1995 (BusinessTech).

Prasa has shown itself to be the ultimate gravy train - Moneyweb.

Government plans a new website where farmers can donate land - Business Insider SA. Die swartes het vir 50 jaar niks gedoen met die grond in die onafhanklike swart state nie. Die probleem is die ANC herken nie blankes as burgers nie, anders sou hulle die grond vir mense gegee het wat kan boer, en werk skep.

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT 2. Date: 07 January 2020. Eskom to implement Stage 2 loadshedding from 01:00 until 06:00 tomorrow morning in order to accommodate the release of matric results": Kennisgewing. Die belaglike aankondiging wys watse idiote die land oorgeneem het. Matriek resultate was jare gelede 31 Des aangekondig.


Maandag 6 Jan 2020

Aandele - Suid Afrika

Sasol (SOL) is vanoggend net 2.1% hoër na R318.41. Die Brent olie prys trek al by $70.19.

Op Twitter: Smalltalkdaily Research @smalltalkdaily: "Doing the back at my desk update. $JSEAFT Afrimat has (flat) Festive period. R31.24 currently. Iron ore pushing towards $95 on S/T factors. #AFT Feb YE. Bet (many) forgotten about their Fe62% 'protection'. I can see BUMPER YE trading update coming sometime. Been saying as like H1." Min handel.

Op Twitter: Smalltalkdaily Research @smalltalkdaily: "Doing the back at my desk update. $JSEPSG PSG Group discount to sum of the parts (SOTP) has WIDENED over Festive holidays now at -26.9%. R19bn of 'missing' value or equal to all of Curro, PSG Konsult, Zeder & much of PSG Alpha (all) valued at worthless by market. Shake the tree." Van die onderliggende aandele verhandel dalk teen hoë waardasies.

Op die internet - Suid Afrika

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "Date: 06 January 2020. No loadshedding expected today, despite a constrained and vulnerable system". kennisgewing.

Zimbabwe vice president's wife freed on bail after attempted murder charge - Reuters.


Sondag 5 Jan 2020

Op die internet - Suid Afrika

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT 1. Date: 05 January 2020. Stage 2 loadshedding will continue until 05:00 on Monday": Eskom.

Eskom is van gisteraand 10nm tot vanoggend 8vm weer terug met stadium 2 beurtkrag: Eskom.

Watch: Train arson attack destroys 24 carriages at Bloemfontein station - The South African. Die afgelope 26 jaar was Suid Afrika meer vernietig met die ANC in die regering as al die jare voor dit as terroriste organisasie.


Saterdag 4 Jan 2020

Op die internet - Suid Afrika

Hilary Duff and Matthew Koma Enjoy Safari on South African Honeymoon: ‘Doesn’t Get Better Than This’ - US Weekly.


Vrydag 3 Jan 2020

Aandele - Suid Afrika

Op Twitter: TradingView South Africa @za_tradingview: "#APN - $JSEAPN - Targeting R137 - TradingView - Aspen has broken its short term downward TL nd is now well on its way to fill the huge gap higher up." grafiek.

Op die internet - Suid Afrika

Chilling assessment: BEE has de-industrialised SA, pushed it backwards in time - Biznews. Dis soos omkoop geld aan stamhoofde wat al vir eeue bestaan.

US, Israeli travel advisories for SA escalated due to 'high crime', UK adds 'most visits trouble-free' - Traveller24. Die ANC herken bekwaamheid nie, en dus sal niks gedoen word nie.

Zimbabwe’s parched Bulawayo rations to save dwindling water - Zimbabwe Situation.


Donderdag 2 Jan 2020

Op die internet - Suid Afrika

The economy is in crisis. ‘SA consumers just don’t seem to get it’ - City Press. Suid Afrika se ekonomie krimp al lankal teen die werklike inflasie koers. Onderstaande FRED grafiek meet ekonomiese uitset in reële VSA dollars. Die VSA se inflasie koers is ook nie geloofwaardig nie, dus is die ekonomiese uitset nog laer.




Woensdag 1 Jan 2020

Op die internet - Suid Afrika

Die 95 oktaan petrol prys inflasie vir Jan is 1552c/1342c = 15.6% by die kus en 1616c/1401c = 15.3% binnelands.

UN pleads for R2.8bn in support for hunger-stricken Zimbabwe, as bread prices rise 20-fold in 6 months - Fin24. Van Rhodesia - Wikipedia: 'The United Nations Security Council Resolution 216 of 12 November 1965 called "upon all States not to recognise this illegal racist minority regime in Southern Rhodesia." '

Op Twitter: Adam Habib @AdHabb: "I just returned from Karachi & was struck by the consequences of living in a failed city. It demonstrated what happens when pub. instits collapse as a result of pol. rhetoric & inappropriate appts. Some of our cities are already here & others on route unless sanity prevails." ....

....Magnus Heystek @MagnusHeystek: "Try traveling a bit in your own country, prof. You will also be “shocked and amazed” to see how fast our country is falling apart." Almal kan sien die ontwikkeling wat die blankes opgebou het word omskep na 'n armoedige Afrika land, maar kiesers hou aan stem vir meer.

Bananas in South Africa - Grafiekretoriek. SA moet meer voedsel invoer weens blanke ontvolking van die platteland, net soos Zimbanwe.


Dinsdag 31 Des 2019

Aandele - Suid Afrika

Tencent grouping buys €3-billion stake in Universal Music - Tech Central.


Maandag 30 Des 2019

Aandele - Suid Afrika

MTN (MTN) oortreding van teen-terrorisme wet: senspdf. Die ANC beskou die MTN bestuur nou as kamerade en presidensiële materiaal.

Die huidige versterking van die Rand is nie ongewoon nie. Ten spyte van die versterkings volg dit 'n verswakkings patroon die afgelope 3 jaar.

Op die internet - Suid Afrika

Eskom sê daar is vandag geen beurtkrag nie, maar hulle vingers jeuk om die krag weer af te skakel.


Sondag 29 Des 2019

Op die internet - Suid Afrika

South Africa v England: Tourists lose first Test by 107 runs - BBC. Wat laat jou dink iets het oornag met die krieket kolf blad gebeur?


Vrydag 27 Des 2019

Aandele - Suid Afrika

MrPrice (MRP) word 9.42% deur JPMorgan Chase besit: senspdf. Die maak nie sin as belegging nie. Die aandeel prys volg 'n dalende patroon die afgelope 2 jaar. Die prys/wins is R185.38/R10.96 = 16.9, ten spyte van verkope wat net +2.4% hoër was tot Sep, en wins per aandeel -9.6% laer.

Op die internet - Suid Afrika

Freestate and Northwest municipalities corruption, non-payments … audit - Onafhanklik.


Donderdag 26 Des 2019

Aandele - Suid Afrika

Goud is op na $1512/ons. Die Rand is sterker na R14.14/$. 'n Jaar gelede in Des 2018 was daar 'n groot kapitaal uitvloei van R16.45B, wat die Rand verswak het na. Dit was gevolg deur 'n groot kapitaal invloei in Jan van R12.36B, wat die Rand versterk het.


Dinsdag 24 Des 2019

Aandele - Suid Afrika

Bidvest (BVT) verkry PHS Group: senspdf.

Discovery (DSY) aandele toegeken: senspdf.

Op die internet - Suid Afrika

SA proposes 20% carried interest in oil and gas law - Moneyweb. Met stygende belasting is SA alreeds 'n swak belegging.

Op Twitter: Prof. Steve Hanke @steve_hanke: "According to CPI data released by the Reserve Bank of #Zimbabwe, yr over yr annual inflation for the month of November was 481%/yr. By my precise measure, annual #inflation at the end of November was 616%/yr. The RBZ gets it wrong yet again. The RBZ was off by 135% pts." grafiek.


Maandag 23 Des 2019

Aandele - Suid Afrika

MTN (MTN) aandele aan direkteure toegeken: senspdf. Niemand is R39.7 miljoen, R19.4 miljoen, ens werd nie. Dis self-verryking.

Op die internet - Suid Afrika

Volgens SARS se belasting insameling statistiek het maatskappye wat op die belasting register is na 2.02 miljoen geval van 3.73M twee jaar gelede. Dis tipies van 'n ekonomie waar die regering almal in diens neem, of voordele aan almal uitdeel. Die private sektor krimp weg na niks. Dividend belasting is net 2.3% van totale belasting ingesamel. Dit behoort geskraap te word. Geweldig baie tyd word deur doeane vermors ter wille van 4.3% van inkomste. Persone wat meer as R500,000 inkomste het, het 75% van die inkomste belasting betaal in 2017.

Ramaphosa sê hierdie week gaan hy die geeste van die Zoeloe Impies oproep om die blanke setlaars te verwilder. Daarna gaan almal toi-toi.

PICS: What it's like to retire in style - see inside SA's top 5 luxury retirement villages - Fin24.

Latest tax stats underscore toll taken by poor GDP growth - Business Live. Belasting insameling gaan al meer daal, want die ANC het nie die vaagste benul waarom dit gebeur nie.

Fort Hare stort inmekaar - Die Vryburger. Alles gaan vernietig word.

Nog meer uitgebrande treine - Die Vryburger. Alles gaan vernietig word.

Naval Island gesluit - Die Vryburger. Alles gaan vernietig word.


Sondag 22 Des 2019

Op die internet - Suid Afrika

On Twitter: Sunday Times @SundayTimesZA: "Sunday Times has learnt that the Hawks are set to arrest four former Transnet executives, including ex-CEOs Brian Molefe and Siyabonga Gama, and chief financial officer Anoj Singh."

200 new boreholes complete - Zimbabwe Situation.


Saterdag 21 Des 2019

Op die internet - Suid Afrika

Durban just picked up an award as the Greenest City in the world - but when it rains the beaches look like plastic waste dumps - Business Insider SA.

A tiny African kingdom wants to export its cannabis to the world - Moneyweb.

Op Twitter: Chris Yelland @chrisyelland: "@Eskom_SA week-on-week energy availability factor (EAF) plunges to new record low of 59,67% last week (week 50, 2019), while unplanned breakdowns (UCLF) rise sharply to 27,26% for that same week."


Vrydag 20 Des 2019

Aandele - Suid Afrika

Naspers (NPN) onbekende reaksie op aanbod vir Just Eat PLC: senspdf.

Bidcorp (BID) bank geriewe vir filiale: senspdf.

JSE (JSE) verwag vir die jaar tot Des 'n wVPA van 781.58c tot 844.96c, -20% tot -26% laer: senspdf. Min handel.

Ascendis Health (ASC) handels opdatering: senspdf.

Op Twitter: Moneyweb News @Moneyweb: "Aveng’s share price sank from just under R18 in 2015 to 2c, yet the chair, CEO & FD collectively earned about R17.7m in bonuses this year (2018: R4.2m)".

Attacks on gold mining companies sits at nine urgent action required - CNBC. Alles gaan vernietig word omdat SA basies geen regering het nie.

Op die internet - Suid Afrika

SABC must show progress to receive final bailout tranche - Minister - Fin24. Volgens die SAUK se jaar verslag het hulle R6412M se inkomste en maak 'n verlies van -R482M. Dis hoogs onwaarskynlik dat die SAUK ooit R3200M gaan terugmaak.

How managers in the dock allegedly defrauded Eskom of R745m - Engineering News.

Op Twitter: Hilton Tarrant @hiltontarrant: "Eskom says plant breakdowns totalled 13,154MW (!!!!) as at 06:30 this morning. The only reason there is not load shedding currently is because of the significant drop in demand because, December."

Lagos building luxury homes in face of affordable housing crisis - Moneyweb. Geen melding van die gesins beplanning wat nodig is om die bevolkings ontploffing te stop nie.

Op Twitter: Eskom Hld SOC Ltd: @Eskom_SA: "Eskom wishes to warn the public about recruitment scams. ...". Eskom het alreeds bedrieërs aangestel, hulle soek nie meer nie.


Donderdag 19 Des 2019

Aandele - Suid Afrika

Naspers (NPN) verhoogde aanbod vir Just Eat PLC: senspdf. Just Eat PLC se finansiële verslae. Die aanbod is £5500 miljoen teenoor teenoor verkope van 2x £464.65M = £929M. Die besigheid het laas 'n verlies gemaak. Voedsel aflewering klink nie na 'n unieke besigheid, wat mededingers kan naboots nie.

Bidvest (BVT) omsigtigheid: senspdf. Mense met binne kennis kan nou verhandel sonder om aandag te trek.

Op die internet - Suid Afrika

Three big issues to watch in 2020 - Moneyweb. Daar is geen teken dat die ANC uitgawes gaan verminder nie. Volgens die mini begroting in Oktober (Medium Term Budget Policy Statement 2019) word inkomste groei van 6.4% verwag van 2018/19 na 2019/20 (in Februarie was dit 8.8%), en uitgawes 11.6% (Feb 9.7%). Hulle wil belasting verhoog in plaas van verminder: "additional tax measures are under consideration", wat drie keer herhaal word in die 19 bladsye.

Zimbabwe faces mining-asset seizure over cancelled JVs - Mining Weekly.

Huge West Coast wind project generates strongly opposing views - Fin24. Die wit olifante bederf die landskap, en maak elektrisiteit baie duurder.

Saps arrests ex-Eskom managers over alleged fraud - Moneyweb. Op Twitter: Pieter-Louis Myburgh @PLMyburgh: "Breaking news: Ex Eskom officials Abram Masango, France Hlakudi, top Tubalar exec charged over R30m #Eskom Kusile kickbacks scandal. Masango, Hlakudi arrested this morning. @dailymaverick".

Top 5 SA eco-friendly inventions of the year - Getaway.

Sita, Usaasa to be run by administrators as boards dissolved - Tech Central.

South Africa: apocalypse now-now - Business Live.

Medupi’s trouble just cost Japanese construction company Hitachi another R15 billion – but the money won’t be going to Eskom - Business Insider SA.


Woensdag 18 Des 2019

Aandele - Suid Afrika

Vandag se beweging in aandeel pryse maak nie sin nie:

Dis-chem (DCP) is +5.1% hoër na 'n prys/wins van R29.29/~2x31.0c ~47, Pepkor (PPH) is +4.0% na R18.57/~2x45.8c ~ 20, Reunert (RLO) is +3.7% na R74.89/571c = 13, met wins wat sedert 2006 naastenby dieselfde gebly het. Iemand jaag Bidcorp (BID) op en af binne 'n R329 tot R339 band.

Versekeraars Old Mutual, Sanlam en Liberty word opgestoot asof hulle 'n toekoms het 'n armoedige Afrika land. Sanlam (SLM) se vwVPA vir die 10 maande tot 31 Oktober het -20% gedaal: senspdf. Dit lyk of die Saham eienaars gesien het eise is besig om op te gaan, en uilskuikens uit Suid Afrika gesoek het om die besigheid te koop, net soos met Tyger Brands in Nigerië (Dangote Flour Mills), of Famous Brands in die VK (Gourmet Kitchen Burger Restaurants), Brait in die VK (New Look), Steinhoff in die VK (Poundland), Woolworths in Australië (David Jones).

Die ystermyne ARM (ARI) is -5.1% laer na R163.65/~2xR15.46 ~ 5.3, Kumba (KIO) is -3.7% na R410.31/~2xR31.20 ~ 6.6, en steenkool myn Exxaro (EXX) -3.3% na R134.41/~(2x1201c) ~ 5.6.

'n Mens kan sien aan die gesukkel om die prys van kruideniersware in supermarkte te verhoog, dat winkels en voedsel vervaardigers onder groot druk is weens die swak ekonomie en mededinging. Party pryse word 30% opgestoot, klaarblyklik val verkope, en dan word die maatskappye verplig om pryse weer af te bring om enige verkope te kry. Dieselfde geld nie vir goedere en dienste pryse waar mededinging beperk is nie, soos munisipale tariewe, insluitende elektrisiteits pryse.

Bidcorp (BID) se aandeelprys word op en af gejaag deur spekulante terwyl dit op hoë waardasie gehou word, prys/wins van R327.90/1338.2c = 24.5. Verkope tot Junie 2019 was steeds laer as Junie 2016. Bidvest (BVT) werk aan 'n regterskouer op 'n prys/wins van R206.01/1348.4c = 15.3, met verkope wat laas nie gegroei het nie. Imperial (IPL) herstel ook, met verkope wat laas -3% gedaal het.

British American Tobacco plc (BTI) se aandeel prys herstel, seker weens die hoë dividend. Richemont SA (CFR) verhandel binne 'n simmetriese driehoek nadat spekulante die prys op en af gejaag het. EPP N.V. (EPP) se aandeel prys het geval na 'n huur uitkering opbrengs van €0.116 xR16.04/R16.75 -15% = 9.4%.

Mondi (MNP) probeer boontoe uitbreek deur die neklyn van 'n omgekeerde kop-en-skouers. Mr Price het opgeskiet na 'n prys/wins van R192.99/(659.9c+435.9c) = 17.6. Quilter (QLT) het vertikaal opgeskiet. Hulle het laas 'n verlies gemaak. Die voortgesette val in die Telkom (TKG) aandeel prys maak nie sin nie.

Amplats (AMS), Implats (IMP) en Northam (NHM) skiet vertikaal op. Die yster myne styg.

Share to Watch: Fear of competition fades away for Multichoice after robust growth - IOL. In elke pakket wat DSTV aanbied is daar te min programme wat die moeite werd is. Die ekstra programme in die duurder pakkette is nie die ekstra koste werd nie.

Op die internet - Suid Afrika

Ramaphosa sê hy gaan die Zoeloe Impies kry om die Eskom kragstasies aan te val as simbool van die voorspoed wat die Voortrekkers en apartheid onderdrukkers gebring het.

Drought adds to debt leaving Zambia and Zimbabwe in the dark - Moneyweb. Suid Afrika is op pad na 'n situasie waar elektrisiteit (en water) te duur gaan wees vir die verbruikers wat betaal, maar diegene wie gratis dienste kry of nie betaal nie sal steeds elektrisiteit kry.

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#EskomEasternCape #MediaStatement. Eskom to interrupt bulk electricity supply to Raymond Mhlaba Local Municipality." media vrystelling. Ramaphosa sê hy gaan die Zoeloe Impies instuur om elektrisiteit te herstel na die munisipaliteit want Raymond Mhlaba was 'n vryheids vegter en bevelvoerder van die ANC se terroriste organisasie uMkhonto weSizwe.


Dinsdag 17 Des 2019

Aandele - Suid Afrika

Vandag se aandeel prys bewegings het meestal nie sin gemaak nie, behalwe vir Sasol wat +11.7% op is na R305.58. Tsogo-sun is +6.0% op na R12.57, Dis-Chem +5.8% na R27.88, MrPrice +5.3% na R192.99. Netcare +5.4% op na R20.10, en LifeHC +4.6% na R24.75, maar Medclin is -2.1% laer na R75.72. Telkom het -3.8% geval na R39.03, en Hammerson -3.4% na R55.65.

Afrox (AFX) verwag vir die jaar 2019 wVPA 189c tot 220c +22% tot +42% (dit was verlede jaar -23% laer weens herstrukturering kostes. Twee jaar gelede was dit 199.2c): senspdf. Min handel.

Grindrod Shipping (GSH) vloot opdatering: senspdf.

Sasol (SOL) Lake Charles eenheid loop teen 85-90% van kapasiteit: senspdf.

Ascendis Health (ASC) onttrekking van omsigtigheid: senspdf.

Tencent (HK 0700) was teen middag in Hong Kong +3.5% hoër na omtrent HK$372.

Op die internet - Suid Afrika

Ramaphosa’s 14 000 pardons a slap in the face to victims of crime - Polity. Reconciliation day: Ramaphosa grants special remission of sentences to offenders - EWN. Die ANC beskou misdadigers as kamerade. Dit kom uit die anti-apartheid dae.

Ramaphosa in a race against time as US reviews SA’s access to its markets - Business Live.

Business owners facing 'brutal' conditions, survey finds - Fin24.

Op Twitter: Moneyweb News @Moneyweb: "The applicant says there is a reasonable prospect of saving the company (Tubular Construction) – due primarily to R410m still owed to it by #Eskom." skakel.

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#EskomLimpopo- "ensure your appliances are switched off and consider all electrical points as live during power outages" advised Holiday Mokgoloboto during the Mayoral Imbizo at Rajeke village #Publicsafety". Druk jou vingers in die elektriese sok om te sien of daar krag is.


Maandag 16 Des 2019

Op die internet - Suid Afrika

Blood River: Dingane's Zulu warriors were freedom fighters - Cyril Ramaphosa - Politics Web. "This line is contained in the address, but was originally missing from the release issued by the Presidency: For they were freedom fighters, because they were fighting for the freedom of our land, and they sacrificed immensely, fighting against invaders". As dit nie vir die Voortrekkers was nie, sou die Zoeloe Impies vandag nog steeds die ander swart stamme aangeval het.


Sondag 15 Des 2019

Op die internet - Suid Afrika

There was no sabotage at Eskom – Report - Mybroadband. Om die elektrisiteits krisis op te los, kan die ANC toi-toi probeer. As dit nie werk nie, kan hulle kar bomme ontplof. Dis al kundigheid wat hulle het.

Making sense of South Africa’s new copyright bill and US trade threats - The Conversation.


Saterdag 14 Des 2019

Op die internet - Suid Afrika

Stores in South Africa are going all-in on load shedding ‘deals’ – this is how they stack up - Business Insider SA.

Somerset West among the Western Cape's fastest-growing property hotspots - Fin24. Interne migrasie gaan nie die probleem oplos nie.


Vrydag 13 Des 2019

Aandele - Suid Afrika

Rebosis Property Fund (REA, REB) weer resultate: Aug19, Aug19.

Choppies Enterprises (CHP) resultate: Jun19.

Nampak (NPK) verkoop Nampak Plastic Europe: senspdf.

Taste Holdings (TAS) resultate: Aug19, Aug19. Die uitgereikte aandele het van 125M Aug 2007 toegeneem na 2219M nou. Verkope per aandeel het van 2x13.0c Aug 2007 opgegaan na 2x173c Aug 2015, en is nou weer af na 2x19.0c. Die aandeel prys het gepiek by 390c in 2015.

Tencent (HK 0700) het vanoggend +2.5% verder opgeskiet na omtrent HK$358.40, wat dit +6.6% maak vir die week. Aandeel markte is op weens VSA president Trump se groot nuus oor handel met China. Die groot nuus is eintlik dat hy ingee, en tariewe op Chinese invoere verminder.

Op die internet - Suid Afrika

Op Twitter: Unathi Kwaza @Unathi_Kwaza: "This is why it's important that Cape Town is given the right to purchase power directly from IPPs. We need more good news to grow our economy without being dragged down by national government. Move over @MYANC, we have a 21st century economy to manage!": Cape Town has landed 3 new airlines, 4 new destinations and 7 route expansions in just 14 months - Traveller24. As die DA Kaapstad meer ontwikkel as die res van die land, sal die swartes daarheen trek, en die ANC sal dit oorneem. Dis soos die verskuiwing van Johannesburg se stadskern na Sandton. Dit het baie geld gekos, en bereik niks op die lang termyn nie.

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT. Date: 13 December 2019. No loadshedding expected from 14 to 16 December 2019".

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#PowerAlert 2. 13 December 2019. Eskom will move from stage 2 loadshedding to stage 1 from 16h00 today."

Op Twitter: Moneyweb News @Moneyweb: "Police Minister Bheki Cele says 5 010 new #police officers will be on the beat across SA this month, just in time for the December holiday peak." Hulle doen niks nie. Hulle loop net rond. Misdaad word nie ondersoek nie, en oortreders nie vervolg nie.

Cabinet Shows the Middle Finger - Namibian. "Looking at the Fishrot scandal, estimates that more than N$2,5 billion was paid in bribes and kickbacks".

Concern as more than 120 000 schoolgirls fall pregnant - IOL.


Donderdag 12 Des 2019

Aandele - Suid Afrika

Trustco (TTO) resultate: Sep19. Lae handel.

Mediclinic Int (MEI) handels opdatering: senspdf.

Tencent (HK 0700) breek boontoe uit 'n kanaal na HK$349. Yster erts trek al by $92.30/ton. Palladium beweeg op na $1930/ons.

Op Twitter: Magnus Heystek @MagnusHeystek: ' "Let's do great things", I hear daily on 702 Money Show which Old Mutual sponsors. Waiting in vain for Bruce to discuss the performance of OM's Investors fund--its biggest with R12bn in assets. Over 5 yrs the returns have averaged 1,78%, over 3 yrs 1,54% and over 2yrs -3,98%.' Dit gaan alles oor die beleggings bestuurders wat geld wil maak uit die publiek.

Op Twitter: TradingView South Africa @za_tradingview: "#BID - $JSE-BID - TradingView - grafiek.

Op die internet - Suid Afrika

Warning: Malema is right, your property title deeds could soon be worthless – Anthea Jeffery - Biznews. Wanneer enige eiendom onteien word, word dit oonaantreklik om hoegenaamd eiendom te koop. Baie plase het teen lae pryse op die mark gekom. Dit kan ook die blanke ontvolking wees.

Ramaphosa sê hy is verras en geskok om te hoor dat hy president is.

How to destroy a country — Parliament Edition - Daily Maverick.

The state of capture in SA cricket - Daily Maverick.

"Surprised and shocked" Ramaphosa repeats the excuses of the last twelve years on Eskom - Daily Maverick. "Ramaphosa came out this week and promised the government would procure an additional 5,000 megaWatt (MW) of generation capacity to meet demand". In plaas van die bekwame blankes aanstel om bestaande kragstasies reg te bedryf, wil die ANC al meer kragstasies bou.

Eskom now says it will take at least 8 more years to build Medupi air scrubbers – and it never wants to comply with air pollution limits - Business Insider SA.


Woensdag 11 Des 2019

Aandele - Suid Afrika

Massmart (MSM) was vandag +14.2% hoër.

Stor-age (SSS) verkryging: senspdf.

Tongaat Hulett (TKG) verhandeling uitgestel: senspdf. "the additional period of time will also allow investors a longer period in which to analyse the March 2019 Financial Statements". Wat 'n twak storie.

Taste Holdings (TAS) handels verklaring: senspdf.

Italtile (ITE) opdatering: senspdf.

Mondi (MNP) herverklaarde segmentele inligting: senspdf.

Harmony (HAR) skof hervat: senspdf.

Metair (MTA) bedryfs opdatering: senspdf. Min handel.

Bicorp (BID) het 'n vorige vertikale styging omgekeer deur terug te val na R322, voor dit weer gestyg het. Daar is nog 'n vertikale styging van R300 na R324 wat kan omkeer. As Exxaro (EXX) bo R139 klim kan die omgekeerde kop-en-skouers dit na R160 neem, en die vertikale val vanaf R170 kan omkeer. Pick n Pay (PIK) het 'n kop-en-skouers patroon voltooi, en kan na R60 tuimel as die vertikale styging omkeer. Sappi (SAP) het 'n trap hoër geneem, na dit sedert Sep 2018 geval het.

Op die internet - Suid Afrika

Eskom, SAA, SAPO and all the other state companies the South African government has run into the ground - BusinessTech.

Wet coal (five years ago) and Cahora Bassa: here are all the reasons Eskom has volunteered for load shedding since 2014 - Business Insider SA.

6 times Cyril Ramaphosa promised progress on Eskom – and stressed its urgent importance – including in 2015 - Business Insider SA. Van 11 Dec 2014: Ramaphosa to oversee Eskom, SAA turnaround - Fin24.

Die goeie nuus omtrent die kragonderbrekings is dat SA steeds die meeste van die tyd elektrisiteit het. Dink net hoe sleg dit in SA sal gaan oor nog 25 jaar.

Andrew Meakin @am24199: "Replying to @Convertbond. Go with this Larry" kaart. Beplan SA 24 steenkool kragstasies?

Part of Telkom network down due to non-payment - Mybroadband.


Dinsdag 10 Des 2019

Aandele - Suid Afrika

Market Consultation: Naspers and Prosus Capping - JSE.

Naspers (NPN) aanbod vir Just Eat PLC: senspdf.

Tongaat Hulett (TON) se inkomste vir die jaar tot Mrt was +0.5% hoër of -2.5% laer as herverklaar, en vwVPA 'n verlies van -823c teenoor 534.8c of herverklaar -861c laasjaar: Mrt19, Mrt19. Die prys/verkope is R13.21/R152.02 = 0.09. Aandeel verhandeling was 10 Junie gestaak. Die verbod sal met verloop van tyd opgehef word.

Tongaat Hulett (TON) se netto bate waarde per aandeel is –R26.47 omdat eiendom nou laer gewaardeer word op R50.85 per aandeel, as die skuld op R101.87. Die waarde van eiendom is afhanklik van die inkomste wat dit lewer en die stand van die ekonomie. Die maatskappy wil die skuld met ten minste R72.14 per aandeel verminder oor twee jaar. Sonder die rente op skuld kan hulle 'n wins maak, maar kostes sal verminder moet word om die besigheid meer winsgewend te maak.

Harmony (HAR) skof gestaak weens beurtkrag: senspdf. Ramaphosa is juis nou in Egipte om vir Farao Toetankamen te vra wat hy moet doen om omtrent die Westerse tower verskynsel genaamd elektrisiteit. Hy verstaan nie waar dit vandaan kom nie.

Naspers (NPN) verhoogde aanbod vir Just Eat PLC: senspdf.

Op die internet - Suid Afrika

Exposed – Fake power bank capacity claims in South Africa - Mybroadband.

Eskom is vandag terug na stadium 4 beurtkrag.

Een rede waarom al meer skade deur beurtkrag veroorsaak kan word, is omdat geisers en yskaste almal aankom wanneer die krag herstel word, om te vergoed vir die lank tyd dat dit af was. Mense stel uit vir wanneer die krag aankom, soos water kook vir koffie, of skottelgoed masjiene gebruik. Die oorlading kan transformators uitbrand. Voor 1994 het die ANC die ekonomie probeer verswak met sanksies en onluste. Hulle is nou besig om dit finaal te vernietig.

Some light at the end of the load shedding tunnel: new independent power plants could be connected to the grid by February. Here’s what is coming online and when. - Business Insider SA. Die son en wind energie is net 25% van die tyd beskikbaar. Diesel moet die ander 75% van die tyd gebruik word teen hoë koste.

Op Twitter: 9 months Free @tshepo87: "Where will Eskom find the money to buy this electricity when they aren’t selling enough to cover operating costs? Also the IPP costs are far higher than what coal costs https://twitter.com/rationalhill/status/1204296073176604672" ....

.... Stuart Theobald @rationalhill: "Wrong. Medupi/Kusile are now probably exceeding R1.50/KwH after all the cost overruns. Wind in round 4 REIPPP was 82c/KwH and solar PV was 100c/KwH. Given global trends, a round 5 would probably come in under 60c/KwH." ....

.... Die gemelde kostes is vir 25% van die tyd. Die ander 75% van die tyd word diesel generators gebruik wat baie duurder is, en bygetel moet word om 100% elektrisiteit te verskaf. Eskom kan afstand beheerde skakelaars installeer by die huise van hierdie verbruikers wat wind en son energie wil hê, en dit afskakel wanneer die wind en son nie beskikbaar is nie.

WATCH: Wind power could ease load shedding but is blocked by government regulations - IOL. Wat hulle kan doen is net sokker te speel wanneer die wind waai. Dan kan kykers se TVs aan en af gaan volgens die wind. Wag net dat die wind optel sodat jy op die internet kan gaan. In plaas daarvan dat verbruikers kook met Eskom son energie, sou dit baie goedkoper wees vir die publiek om self een van die son oonde te gebruik. As die son nie skyn nie, eet rou kos.

Op Twitter: Johann Biermann @JohannBiermann1: "Replying to @Eskom_SA @SAgovnews and 9 others. Have you tried turning Medupi off and on again?"

Op Twitter: Gauteng Weather @tWeatherSA: "BREAKING: Water Dept says recent heavy rains have had little impact on the VAAL DAM, which has now plunged to 39.05% FULL as of Tuesday morning. NOTE: Gauteng rainfall predominantly goes to the North West. Below is an illustration of the Vaal’s catchment areas." kaart. Soos wat lank gelede gemeld was, val daar baie meer reën bo-op Kaapstad as die water wat verbruikers benodig. Die reën water loop af na die see onbenut, of verdamp. Johannesburg se gemiddelde reenval is 604mm, teenoor Kaapstad se 788mm. Johannesburg se oppervlakte is 1645km2 en bevolking 4.4 miljoen. Dit is 18.8 kL per maand per inwoner, of 37.6 kL per huishouding van twee.


Maandag 9 Des 2019

Aandele - Suid Afrika

Goud is $1461/ons en Brent olie $64.42/vat.

Naspers (NPN) verklaring rakende Takeaway.com NV: senspdf.

Metrofile (MFL) oorname aanbod: senspdf.

Fairvest Property (FVT) handels opdatering: senspdf.

Kap Industrial Holdings (KAP) bedryfs opdatering: senspdf.

Capital & Regional PLC (CRP) Growpoint Property aanbod: senspdf.

Naspers (NPN) verhoogde aanbod vir Just Eat PLC: senspdf.

Sibanye Stillwater (SGL) voor noterings verklaring: senspdf.

Alexander Forbes (AFH) resultate: Sep19.

Op die internet - Suid Afrika

Op Twitter: Southern Staying @SouthernStaying: "Amazing and Beautiful at Hartbeespoort. The dam is full after most blessed rain in the catchment area. And even better is the fact that the dam is now cleaned from hyacinths, something which humans could not do. Go check! Take the kids! http://southernstaying.co.za": video.

SA mines shut operations because of Eskom - Business Live.

10nm: Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "Eskom unreservedly apologises to South Africans for stage 6 loadshedding as we revert back to stage 4 from 22h00 on Monday to 23h00 on Tuesday."

8.30nm Eskom Hld SOC Ltd @Eskom_SA: "Date: 09 December 2019 Loadshedding moves to stage 6": kennisgewing. Eskom se webwerf sê steeds daar is geen las afskudding nie.

5.40nm: Eskom Hld SOC Ltd @Eskom_SA: "We regret and sincerely apologise that stage 4 loadshedding will move to Stage 6 loadshedding as from 18:00 today, as a result of a shortage of capacity. This follows a technical problem at Medupi Power Station impacting additional generation supply. https://m.facebook.com/story.php?story_fbid=3264112613615460&id=652838731409541" Die Eskom webwerf sê daar is geen las afskudding nie.

Eskom is vanoggend weer terug op stadium 4 beurtkrag, seker om iets anders beskadig geraak het weens die gedurige aan en af skakeling. Dit beteken net 75% van die aanvraag is beskikbaar. Dis belaglik dat die land so min spaar kapasiteit het. In 'n normale demokrasie sou die regering al lankal bedank het.

Op Twitter: Ray Mahlaka @RayMahlaka: "OPINION: The number one citizen gloating about a serially late and budget-blowing Medupi Power Station. Gloating about a looting scheme. No mention of how his administration plans to yank the country out of darkness in the interim. So tone deaf & out of touch with reality.":

....Cyril Ramaphosa @CyrilRamaphosa: "When I visited #Medupi power station for the first time two weeks ago, I was struck by how massive it is. It is one thing to be told in a briefing that, when completed, Medupi will be the fourth largest power stations of its kind in the world. https://bit.ly/2LBfbhY"

This is how much it will cost to take your home off the grid - and avoid load shedding forever - Business Insider SA. Die battery stoor net genoeg elektrisiteit vir 'n dag. As dit bewolk is vir 'n dag, kan die krag opraak teen die volgende dag. Lae gebruik is 10kWh per dag. Die Tesla Powerball 1 battery is 6.4kWh en Powerball 2 is 13.5kWh.

Ramaphosa vows ‘drastic’ steps to save state companies - Moneyweb. Die rede vir die mislukkings is die ANC se aanname dat swartes alles wat die blankes geskep het kan bedryf. Niks gaan verbeter nie want die ANC verstaan nie eers die beginsel dat mense aangestel word op grond van bekwaamheid nie, in plaas van ras.

SAA may only be offered 5% of money owed by Zim - Fin24. Nog 'n ANC grap.

Telkom CEO skewers CompCom for ‘blunt tool’ of price control - Tech Central.

Flash flood warning as rain persists in Gauteng - Jacaranda FM.


Sondag 8 Des 2019

Aandele - Suid Afrika

China November iron ore imports down for second month as top miners ship less - Reuters.

Take a look: Inside Shoprite's massive warehouse - which operates in near total silence - Business Insider SA. Te neem te lank vir vrugte en groente om by die verbruiker uit te kom.

Op die internet - Suid Afrika

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT 2. Date: 08 December 2019. Stage 2 rotational loadshedding will continue overnight and all day on Monday until 23:00 and the risk of loadshedding remains high for the week."


Saterdag 7 Des 2019

Aandele - Suid Afrika

Op Twitter: Angie Bhavya Amber Mining @MiningAnalysts: "S&P has increased its average 2019 #iron ore price forecast from $92/t to $92.60/t, due to a recent price rise, expectations Chinese crude steel production will rebound in November, better steel mill margins, and Vale cutting 2019 production guidance https://platform.mi.spglobal.com/web/client?auth=inherit#news/article?id=55859816&KeyProductLinkType=14 …"

Op die internet - Suid Afrika

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT 2. Date: 07 December 2019. Stage 2 rotational loadshedding will shift to Stage 1 from 23:00 tonight until 09:00 on Sunday and will move back to Stage 2 from 09:00 until 23:00 on Sunday evening.

Eskom het vandag stadium 2 beurtkrag.

Op Twitter: @CityPowerJhb @CityPowerJhb: "#Update #BrynorthOutage There was an Explosion in the Brynorth Substation which affects power supply in Morningside, khanyisa and surroundings, Operators are currently onsite^GR". Dit gebeur gereeld weens onbekwame personeel.

Op Twitter: Rowland Brown @pigeon_chess: "Following the recent downgrading of #Namibia by Fitch, we have today been downgraded by Moody’s too. We are now two notches below investment grade by both agencies. Both have us on a “stable” outlook, however, but we believe is quite ambitious." Nog 'n suksesvolle transformasie na primitiewe Afrika land.


Vrydag 6 Des 2019

Aandele - Suid Afrika

Comair (COM) handels verklaring: senspdf.

Die yster erts prys het weer opgegaan na $88. Die huidige ses maande prys is omtrent $98 x R14.8 ~ R1450, wat naastenby dieselfde is as die eerste ses maande. Die yster myne is op lae waardasies. Die myne bied nie produksie groei nie, maar alles groei wel met inflasie. Die laaste dividend opbrengs is hoog:

Kumba (KIO) R395.00/~2xR31.20 ~6.3. Die laaste 6m dividend was 'n jaar opbrengs van 2xR30.79/R395.00 -20% = 12.5%.
ARM (ARI) R152.97/~2xR15.46 ~ 4.9. Die dividend opbrengs was ~2x900c/R152.97 -20% = 9.4%.
Assore (ASR) R235.38/~2xR33.59 ~ 3.5. Die dividend opbrengs was ~2xR14/R235.38 -20% = 11.9%. Min handel.

Implats (IMP) het opgeskiet na R126.72. As die huidge ses maande Rand platinum groep prys omtrent 22% hoër is soos op 14 Nov gemeld, dan kan dit R13.50 bydrae tot Implats se laaste jaar wins van R4.16, maar hulle wins is wisselvallig.

Tencent (HK 0700) is omtrent 1% hoër teenoor verlede week.

Public can now weigh in on draft mining bill - Fin24. Myne word nou sosiale dienste verskaffers. Stygende belasting, regstellende aksie, en swart ekononiese bemagtiging is nie genoeg nie.

Op die internet - Suid Afrika

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT 3. Date: 06 December 2019. Stage 4 rotational loadshedding will shift to Stage 2 from 23:00 tonight and will continue until 23:00 on Saturday evening".

Eskom is nou op na stadium 4 beurtkrag. Dit gebeur dikwels omdat hulle apparaat beskadig met die gedurige aan en af skakeling.

Die ANC het vir dekades aan wêreld verkondig dat hulle benadeel was deur apartheid. Die ondergang van SA Lugdiens wys dit sou nie sonder apartheid bestaan het nie, want blankes sou nie hier gewees het nie.

Eskom het weer vandag stadium 2 beurtkrag. Die res van Afrika het min elektrisiteit, en waar dit bestaan is dit onbetroubaar. Dit is die toekoms vir SA. Why the lights went out last night - Moneyweb.


Donderdag 5 Des 2019

Aandele - Suid Afrika

Op Twitter: Smalltalkdaily Research @smalltalkdaily: "$JSEQFH Quantum Foods market cap R762m and stock at 399 cents I've been saying for weeks & weeks (it) wants to break through the 400c 'ceiling' barrier. Solid biz, good mag't, cast iron balance sheet, eggs remain an issue (but) not the train smash it was. 4.2x PE remains attractive." Die arm bevolking sal net hoender kan bekostig in die toekoms.

Hoe wonderlik 'n toename in versekerings polis verkope is, soos wat Sanlam (SLM) nou uitlig as hoogtepunt, hang af van toekomstige eise. Die polishouers eis nie die oomblik as die polis uitgeneem word nie. Jare later moet die eise betaal word, en dan het verkope opgehou.

COLUMN-South African coal price surge, while others languish, is troubling: Russell - Reuters.

Op die internet - Suid Afrika

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "Eskom regrets that Stage 2 loadshedding will be implemented from 16:00 to 23:00 today due to a shortage of capacity." Die Eskom raad en hoof uitvoerende beampte weet niks van elektrisiteit verskaffing nie. Die nuwe hoof uitvoerende beampte is ook nie 'n elektriese ingenieur is nie (begin 15 Jan 2020).

South Africa has the most expensive home fibre internet connections of any country, according to a new survey - Business Insider SA.


Woensdag 4 Des 2019

Aandele - Suid Afrika

Sanlam (SLM) se vwVPA vir die 10 maande tot 31 Oktober het -20% gedaal: senspdf. "Claims experience in Saham remains under pressure, with the overall general insurance underwriting margin below the 5% to 9% target range". Het hulle ook in 'n ramp belê in die res van Afrika?

MTN (MTN) mededingings kommissie verslag: senspdf.

Accelerate Property Fund (APF) se 6m tot Sep huur uitkering is 16.12934c teenoor 27.26021c laasjaar. Die volle jaar uitkering tot Maart 2020 word -10% tot -15% laer verwag, wat 'n opbrengs van ~44.6c/169c ~ 26% sou wees: Sep19.

Sygnia (SYG) resultate: Sep19. Min handel.

Op Twitter: Albie Cilliers @albie_cilliers: "The negative return of #PSG share price excluding @CapitecBankSA the last 10 years": grafiek.

Op die internet - Suid Afrika

SAA to go under 'urgent' business rescue - Times Live.

Op Twitter: Michael Jordaan @MichaelJordaan: "SAA busines rescue means that R19 bn of government guarantees will now become R19 bn of government debt. Recognition of the inevitable."

Van 21 Nov: The Nuclear Option: What does business rescue mean for SAA? - Daily Maverick. "There is international evidence that only 5% of business rescue cases are successful. In South Africa there are estimates that this rate is somewhere between 10% and 12%."

Die 95 oktaan petrol prys inflasie vir Des is 1566c/1465c = 6.9% by die kus en 1630c/1524c = 7.0% binnelands.

Op Twiitter: Bright The Dividend Papi @briteless: "Rio Tinto has halted all mining operations at its Richards Bay Minerals plant due to an “escalation of criminal activity” towards staff. One person was shot and seriously injured in the last few days. - BI. What is happening in Mzansi???" Dis wat gebeur wanneer terroriste 'n regering oorneem.


Dinsdag 3 Des 2019

Aandele - Suid Afrika

Spar (SPP) word 6.42% deur JPMorgan Chase: senspdf. Hulle jaag aandeel pryse op in 'n ekonomie wat verswak.

Bidcorp (BID) het teruggeval na groot fondse dit opgejaag het na 'n belaglike prys/wins van R354/1338.2c = 26. Pick n Pay (PIK) se prys grafiek kan 'n twee horing kop-en-skouer patroon maak en 'n vertikale styging van R61 na R69 omkeer. Sanlam (SLM) het teruggeval in 'n 2 jaar lange sywaartse band wat terug na R70 kan lei, terwyl die wins onder R4 geval het.

Harmony (HAR) se 6m tot Junie prys/wins was R45/~2x184c ~12, teen 'n goudprys van $1316 x R14.19. Die huidige 6m goud prys mik na $1470 x R14.8 ~ 16% meer, wat die laaste wins marge van 7.5% heelwat sal verbeter. Sibanye Gold (SGL) styg steeds na die derde kwartaal wins voor belasting, rente, waardevermindering, en afskrywings van R5536M/2,342M ~ R2.364 per aandeel x4 = R9.455 jaarliks.

Op die internet - Suid Afrika

Die Oktober M3 geld voorraad het 7.28% toegeneem. Voeg daarby die ANC se ekonomiese vernietiging van -6%, dan is inflasie rondom 13%.

South Africans in higher demand for personal loans as consumer debt goes through the roof - IOL.

Municipal debt to Eskom grows by over R1bn in a month - Engineering News. Die munisipale skuld van R26.4 biljoen werk uit op R1760 per huishouding. Die ANC en DA is vernietig die land met gratis dienste.

SAA made R5.4bn loss in 2017/18 – report - Engineering News. Dit kos elke huishouding R360 vir die jaar.

Spectrum is an inhibitor to lowering data prices, Vodacom, MTN insist - Engineering News. Daar is nie soveel ekstra spektrum beskikbaar nie, tensy hoër frekwensies gebruik word wat beteken dat gebruikers en netwerke moet nuwe apparaat aanskaf. As Telkom bekwame bestuur gehad het, sou dit baie goedkoper diens kon verskaf het op ou telefoon kabels of nuwe glas vesel.


Maandag 2 Des 2019

Aandele - Suid Afrika

CapCo Capital & Counties Properties (CCO) opdatering: senspdf.

Consolidated Infrastructure Group (CIL) resultate: Aug19.

Vukile (VKE) se huur uitkering vir die 6m tot Sep is +3.5% hoër, en maak die opbrengs (103.37872c + 80.84c)/R19.70 = 9.4%. In lyn soort-vir-soort groei word tot Maart 2020 verwag. Sep19.

Op die internet - Suid Afrika

Icasa wants to intervene in the mobile broadband market - Tech Central. "...the pricing on prepaid bundles, which it believes is far more excessive than that on contracts ..." In een stadium was dit 10x duurder. Om op die goedkoopste Cell C pakket van R10/GB heeldag na 'n aanlyn radio stasie te luister, kos omtrent R280 per maand. Data is belaglik duur.

MTN, Vodacom to slash data prices or face prosecution; all providers must give free data daily - competition watchdog - Fin24.

Een dag, twee geldwaens beroof - Die Vryburger.


Sondag 1 Des 2019

Aandele - Suid Afrika

Op Twitter: Smalltalkdaily Research @smalltalkdaily: "$JSEARL Astral Foods CEO Chris Schutte in @SundayTimesZA bemoaning (rightly) the utter mismanagement & collapse of infrastructure ANC run municipality which cost #ARL 12% profits as water & electricity supply collapsed at key plant".

Op die internet - Suid Afrika

Op Twitter: Karin Richards @Richards_Karin: "SAA: Some sensible analysis by @SharenetInvest on the over-staffing levels at SAA. Using fleet sizes and employee numbers of listed airlines it arrives at comparatives less extreme than the wild numbers sometimes quoted, but still showing significant over capacity.": tabel.

Saldanha steelworks shutdown: Buyers eye ArcelorMittal plant as job cuts loom - Fin24.


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