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Messages - Aragorn

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Shares / NPN
« on: November 04, 2014, 02:14:59 pm »
NPN 425.00 cents - LDT: 2014-09-22

The Investor Challenge / Re: ETF's?
« on: April 15, 2014, 12:35:42 pm »
It may take a little while, my JSE link vanished with the website upgrade. I'm looking for a replacement.
The only place I know of is Bloomberg - they have a free quote server in place that allows you to download latest prices (I guess 15-30 minutes delayed). Thing is I have no idea on how this is achieved. I have a software package that has this functionality built in. This may help though

The Investor Challenge / Re: ETF's?
« on: April 15, 2014, 09:33:13 am »
Hey Patrick - Plus 2 more...

Standard Bank launched a listed palladium ETF on 24 March 2014.

In addition to the AfricaPalladium ETF (exchange traded fund), the AfricaGold and AfricaPlatinum ETFs listed on 7 April 2014.

Standard Bank Group was the first bank to list local ETNs (exchange trade notes) on the Johannesburg Stock Exchange in 2010 with the launch of ETNs that track the performance of gold, platinum, palladium and silver followed by the Africa Equity ETN.

The commodity ETFs offer investors a different investment class with several benefits including exposure to the physical commodity, some level of protection from negative real interest rates. Regulation 28 of the Pension Funds Act specifically allows for commodity exposure of up to 10 % through ETF's and ETN's. AfricaETF investors will have the option of physical delivery of the metals should they hold the necessary approvals, alternatively settlement in cash at the equivalent metal value on redemption of the ETF.

The AfricaPalladium, AfricaGold and AfricaPlatinum ETFs will be treated as local assets and have no exchange control implications for investors.

Shares / Re: A Dividend question
« on: April 14, 2014, 11:55:17 am »
I have a look through all the resources I have access to and unfortunately, aside from checking each company individully, I can't find anything better.
If I recall correctly, I think Fin24 used to offer this or something similar, but they closed down their Dashboard site a few months ago.

Shares / Re: Naspers (NPN)
« on: April 04, 2014, 01:45:51 pm »
NPN's volatility over the past 3 months has been scary. Looking back over historical charts, it's never been this volitile. Look at all the gaps created over the past 3 months... In the comp (my only share is NPN), I have been in the top 20 one day, then in the bottom 20 the next (currently sitting @ position 244/264, but bought some more today as well.... :whistle:). I also hold a position in my real LT portfolio (c 11%), and fortunatly still well in the green as I bought mid last year. But I'm starting to get the feeling that the price will soon drop below the R1000 mark. What I find weird is that it tends to track the Tencent movement continually, but Tencent is only 30% of NPN's holdings. Is there no faith in the balance of the holdings?

Off topic / Live chat
« on: March 28, 2014, 12:17:18 pm »
PNC - I note Fourie just bought a bunch of shares. cR2 mil

Off topic / Live chat
« on: March 25, 2014, 12:34:32 pm »
PNC being hammered - check SENS

Off topic / Live chat
« on: March 19, 2014, 08:28:33 am »
@Icarium - Nice move on JD Group - up 30%. But will it hold?

Off topic / Live chat
« on: March 18, 2014, 09:55:03 am »
NPN - was in top 10 in the comp, now not even in top 100.

Off topic / Live chat
« on: March 14, 2014, 08:46:23 am »
@qriffen - Time to top up on NPN today

Shares / Re: Today's Outlook
« on: March 14, 2014, 08:42:52 am »

Your only options at this stage are:  be active ( i.e. short or go for gold) or inactive (i.e. hold on, don't look at your positions and come back when its over.) 

LT portfolio =  :'(
Trading Port =  ;D
Loving the shorts atm

Shares / Re: Technical Analysis - Maybe the "techies" can help you?
« on: March 14, 2014, 08:38:22 am »
Orca, no you confused. The chart you posted shows the May month gap. The one we talking about is the 8 November gap. Moneypennies chart also shows the Novemebre gap.
Nov gap caused buy a rights issue, effectively diluted the share price. So it's not a gap that would be generally closed by traders.
The Rights Offer will consist of an offer of 685 281 693 new ABIL ordinary shares (â??Rights Offer Sharesâ?)
at a subscription price of 800 cents per Rights Offer Share. The subscription price is at a discount of
38.72% to the theoretical ex-rights price of an ABIL share of 1305 cents on 30 October 2013. The
subscription price represents 92% of the tangible net asset value per ABIL share before the rights offer
and 98% of the equivalent number after the rights offer. Rights Offer Shares will be issued to qualifying
shareholders in the ratio of 84 (eighty four) Rights Offer Shares for every 100 (one hundred) ABIL Shares
held on the record date for the Rights Offer, being close of business on Friday, 15 November 2013
("Record Date"). Fractions of Rights Offer entitlements will not be allotted and each qualifying
shareholderâ??s Rights Offer entitlement will be rounded to the nearest whole number in this regard (unless
a qualified shareholder is entitled to less than 0.5 of a Rights Offer share, in which case the entitlement
will be rounded down to zero).

Shares / Re: Advice on Stock Picks
« on: March 07, 2014, 08:58:08 am »
Hi All,

Im new to this forum and also fairly new to trading,

I want to invest in the following companies, I have made up my mind to invest in them over the short term ( 1 - 3 years ) but would like know your thoughts on them

GLN - Glencore Xstrata
GIJ - Gijima Holdings
AQP - Aquarius Platinum

Thanks again
Wouldn't touch Gijima with a barge pole.
GLN - won't shoot the lights out, but should be a steady bet.
AQP - I'm not into Platinum shares, but could be a good bet if the plat price continues with an upward trend (we all know the ZAR is going to weaken anyway).

Off topic / Live chat
« on: March 05, 2014, 08:42:24 am »
Posted some forecasts from OST on the GLN thread FYI

Shares / Re: GlencoreXstrata - GLN
« on: March 05, 2014, 08:41:41 am »
Forecast stats for GLN courtesy OST

As at: 20 Feb 2014
                31 Dec 2014    31 Dec 2015    31 Dec 2016
DPS cents           174.00         173.00         191.00
EPS cents           364.00         477.00         693.00
PE                  16.50          12.59          8.67
Earn Y %            6.06           7.94           11.54
Divi Y %            2.90           2.8            3.18

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