Show Posts

This section allows you to view all posts made by this member. Note that you can only see posts made in areas you currently have access to.


Messages - Moneypenny

Pages: 1 ... 60 61 [62] 63 64 ... 126
916
Off topic / Re: Mind Clones: A Digital Copy of Your Memories, Thoughts
« on: February 06, 2015, 10:38:00 am »
Parlez vous francais Patrick?

You don't' need to, you just smile at the French and they approach you in French, you reply in Afrikaans - they're intrigued and switch to English, so do you and voilà, its done. A switcheroo they think they've initiated.

I like the download idea, I'll go for the attack chopper flight programme Trinity did, or no wait, I'll do a F16-fighter jet.

917
Shares / Re: Today's Outlook
« on: February 05, 2015, 10:33:54 am »
Dow ended +0.04%, Nas -0.23%, S&P -0.39%.

Europe now with FTSE -0.17%, DAX +0.18%, CAC +0.39%, MIB -0.33%, IBEX -0.19%.

ECB yesterday rejected Greek bonds as collateral suggesting that Drahi is not impressed with newly formed Greek government’s plans to renegotiate bailout terms. Greek 10-yr yields jumped 83 points to 10.539%. Poor Alexis, he seems to be a decent guy.

Moon’s F&G @ 44 ‘Fear’, prev day closed 43.

Vix @18.33.

T40 @ -0.51% @ 45 136.

Down today SOL, BIL, NPN, SHL, up APN.

Up this month ANG, NPN, BIL, SOL, APN, SHF, MTN.

Economic Calendar:

09:00  GER Factory orders came in better @ 4.2%, expected 1.5%.
11:30  SA Business confidence for Jan, prev 88.3.
14:00  GB Interest rate prev & exp 0.50%.
15:30  US Non-farm Productivity (Q4) prev 2.3%, exp 0.5% & Initial jobless, exp 290K prev 265K.

T40 back to -0.25% (10:28).

New highs yesterday Telkom @ 7412, Cashbuild @ 2427, Santova @ 380, Steinhoff @ 6239, EOH @ 12450, new low Raubex @ 1961.

919
Off topic / Re: Live chat
« on: January 30, 2015, 04:12:31 pm »
Miserable and rainy here keeping us indoors.

So what's the problem? I see a log fire, red wine.  Sounds pretty good to me.

920
Shares / Re: Today's Outlook
« on: January 28, 2015, 10:29:24 am »
Top movers trading-wise today: 

Kumba, AngloPlat, AngoAmerican PLC, AngloGold Ashanti, Richemont, Aspen, Imperial, Sasol.

Moving to negative side:

Assore, Growthpoint, CZA, Reinet, MTN.

T40 @ +0.72% @ 44 862 (10:15 am).

Dow ended -1.65%, Nas –1.90%, S&P -1.32%.

VIX @ 17.22 (+10.95%) +1.70, Moon’s F&G @ 28 ‘Fear’.

Economic Calendar:


21:00 US FOMC Statement

Alsi ended +0.74% @ 50 711, T40 @ 44 531 +0.76%.

Up GFields +7.90%, Harmony +7.80%, AngGold +5.47%, Reinet +4.33%.

Down IVT-N -18.50%, Cargo -10.19%, Barworld -3.78%.

New highs Lewis @ 8990, FirstR @ 5149, Curro @ 3289, Nedcor @ 25641, StadardB @ 15036, Capitec @ 37333, Spar @ 18037, Mondi @ 21032.

New low Invicta @7900, PPC @ 2142, Kumba @ 21390, Grindrod @ 1783 intraday.

921
Shares / Re: Today's Outlook
« on: January 27, 2015, 09:33:17 am »
VIX @ 15.52, Moon’s F&G @ 31 ‘Fear’, T40 trading @ 44314 +0.50% now.

Spot Gold @ 1283.38, Plat @ 1258.3, Brent Crude @ 4918.0, Wall Street Cash @ 17664.9, FTSE Cash @ 6861.7. (9:13am today).

Trading up today locally Ashanti, AngloPlat, Intu, Reinet, AngloAmerican PLC, trading down MrP,  Shoprite, Naspers, MTN, Tiger.

Asian Markets today:

Nikkei +1.72%
Hong Kong -0.42%
Shanghai -0.65
ASX +0.83%

Economic Calendar:

11:30 GB GDP (YoY) Q4 prev 2.6%, exp 2.8%.
11:30 GB GDP (QoQ) Q4 prev 0.7%, exp 0.6%.
17:00 US CB Consumer Confidence Jan prev 92.6 exp 95.1.
17:00 US New home sales, prev 438K exp 450K.

Yesterday Alsi ended 50 337 +1.05%, T40 44 197 + 1.26% / 550pts.

Up were IVT-N +26.75%, Resilient +4.69%, Naspers +3.34%, Sasol +3.21%.

Down were Invicta -27.19%, Grindrod -6.34%, AngloP -5.00%, Gfields -4.28%, GrnadP -4.15%, Northam -4.20%, AngloG -3.82%, DRD -3.69%, Kumba -3.47%, Implats -3.34%.

New high IVT-N @ 268, Nasp @ 170400, Grwpnt @ 3050, Mondi @ 20300, PSG @ 13456, Aspen @ 44318, MedC @ 118800.

New low Invicta @ 8207, Grindrod @ 1828, PPC @ 2165, Kuba @ 21205, Afrox @ 1470.


922
Off topic / Live chat
« on: January 26, 2015, 12:57:22 pm »
Load shedding in effect, 11:00 to 22:00 today, stage 1. :(

923
Shares / Re: Today's Outlook
« on: January 26, 2015, 10:21:54 am »
Alsi ended -0.11% @ 49 816, T40 -0.18% @ 43 647.

Up Hudaco +16.13%, EOH +3.66%, Tsogo +3.82%, Capitec +3.13%.

Down Glencore -7.17%, DRD -6.88%, Harmony -5.69%, Anglo -3.97%, Angloplat -3.97%, Lonmin-3.44%, Billiton -3.19%, Telkom -2.69%.

New Highs for EOH @ 11875, Capitec @ 36289, Aspen @ 43625, Massmart @ 17455, Mediclin @ 11800, Remgro @ 26555.

New low Grindrod @ 1937, Afrox @ 1510.

F&G @ 28 ‘ Fear’, T40 now +0.22% @ 43 666.

Up today NPN, BAW, REM, down ANG, KIO.

Eco Calendar:

11:00 German Ifo Business Climate for Jan.

All European markets negative atm, ranging between -0.50% to -1.16%.

924
Shares / Re: Today's Outlook
« on: January 20, 2015, 08:43:11 am »
US had Martin Luther King Day yesterday, markets closed.

Asia Pacific midday today:

Nikkei +2.03%
Hang Seng +0.47%
Shanghai +0.52%
ASX -0.03% at closing
Kospi +0.85%

VIX @ 20.95 -1.44pts, Moon’s F&G @ 28 ‘Fear’.

T40 +200pts +0.47% 8:21am @ 43 216, Spot Gold 1276, Plat 1263.

Economic Calendar:

04:00 CNY GDP (YoY) prev 7.3%, exp 7.2%, act 7.3% as jaDEB said, and for QoQ expected 1.7%, act 1.5%.
11:30 SA Gold Production (YoY) Nov previous -8.9%.
11:30 SA Mining Production for Nov, prev -1.10%, exp -0.50%.
12:00 GER ZEW Economic Sentiment prev 34.9, exp 40.0.

Alsi ended +1.11% @ 48 996, T40 +1.26% @ 42 989.

Up Assore +5.47%, Sibanye +5.42%, Richemont +3.88%, Massmart +3.69%.

Down Barworld -4.82%, Clover -4.17%.

New high Massmart @ 16496, MedCli @ 11349, Discovery @ 11886.

New low Barworld @ 8705, Mittal @ 2074, Grindrod @ 1959, Adcock @ 4310.

Other:

15 000 members of NUM stopped work last Tuesday at the company's Zondereinde mine (its biggest operation) demanding the removal of chief executive Paul Dunne over what they say are unfair hiring and firing practices.

T40 currently (8:41) @ +50pts @ 43 063.

925
Shares / Re: Today's Outlook
« on: January 19, 2015, 08:43:53 am »
Dow +1.10%, Nas +1.38%, S&P +1.32%.

Asia Pacific midday today:

Nikkei +0.89%
Hang eng -1.64%
Shanghai -7.35% (regulatory margin changes)
ASX +0.19%
Kospi +0.77%

T40 +249pts @ 42738 (8:27), Moon’s F&G @ 30 ‘Fear’, VIX @ 20.95 (-1.44), prev close 22.39.

Economic Calendar:

Not much happening.

Technical (daily at closing):

Dow: Sell
Nas:  Strong Sell
S&P:  Sell
Dax: Strong Buy
Ftse:  Buy
Gold (1277) Strong Buy
Crude ( 48.94) Sell
Brent (50.02) Strong Sell

Alsi ended -0.14% @ 48 458, T40 -0.18% @ 42 455.

New high Discovery @ 11743, Lewis @ 8615, MedCl @ 11288, new low Mittal @ 2132, Adcock @ 4415.

Trading most to positive this month ANG, NPN, APN, to negative CZA, SOL, AGL, MTN, RCH.

T40 now 8:38 +0.46% @ 42 689.

926
The Investor Challenge / Re: 2014 results
« on: January 16, 2015, 09:36:23 am »
Well done!


927
Shares / Re: Today's Outlook
« on: January 16, 2015, 09:00:02 am »
Dow -0.61%, Nas -1.48%, S&P -0.93%.

VIX 22.39 (+4.24%), Moon’s F&G @ 25 ‘Extreme Fear’

At 8:32 am today:

T40 -495pts @ 42 192, Spot Gold 1257.85, Plat -7.0pts, Wall Street -77pts, Dax -47.2pts, Ftse -35.2pts.

Asia Today at midday:

Nikkei -2.1%
Hang Seng -0.8%
Sanghai +1.3%
ASX 200 -0.6% at closing
Kospi -1.4%

Economic Calendar:

12:00 EUR CPI for Dec, prev & exp -0.2%
15:30 US Core CPI for Dec, prev & exp 0.1%

JSE Alsi +0.97% @ 48 524, T40 +1.18% @ 42 533.

Up most by Index Gold +4.31%, Resources +3.71%, Mining +4.22%, Basic Materials +3.68%, Telecoms +4.41%.

Up DRD, BIL, ANG, HAR, MTN, IMP, down Richemont -4.27%, Truworths -3.75%, PickPay -3.73%, Clicks -2.99%, AECI -2.71%, Brait -2.58%, PPC -2.52%.

New high Remgro @ 26301, Lewis @ 8500, Discovery @ 11602, PNR-Foods @ 15857.

New low Adcock @ 4452, Sasol @ 36000.

Trading most to positive this month ANG, APN, NPN, to negative CZA, RCH, SOL, MTN.

Trading most to positive this week ANG, MTN, to negative SOL, ANG, RCH, NPN, APN.

Latest news from Eish-kom:

‘South Africa's power reserves are all but exhausted and rolling blackouts will be an inevitable part of life in the continent's most advanced economy for up to three years, state-run power utility Eskom warned on Thursday.

Eskom Chief Executive Tshediso Matona, who compared the situation to driving a badly maintained car which has almost no fuel left, told a news briefing that margins were razor thin and the loss of just 1,000 megawatts would trigger power outages.’

Sigh, ja boet.

To put in into perspective, extract from article http://businesstech.co.za/news/government/74752/state-owned-company-ceo-salaries/ dated 30 Nov 2014:

According to a parliamentary response to queries about the Eskom executive’s pay, last week, Public Enterprises Minister, Lynne Brown, noted that former Eskom boss, Brian Dames’ total pay for the 2013 financial year was in fact R22.78 million – higher than the R15.6 million listed in Eskom’s full year report.

Dames’ pay included a R5 million package at the end of his contract, R1.9 million in back pay – as well as a R1.92 million payout in long-term incentives.




South African parastatal CEO salaries

CEO   Parastatal   Salary (latest financial year)
Brian Dames   Eskom   R22.8 million
Sipho Maseko   Telkom   R11.7 million
Percy Sechemane   Rand Water   R5.32 million
Siza Mzimela   SAA   R4.96 million
Soane Mohapi   Sentech   R3.14 million
Brian Molefe   Transnet   R2.95 million
Puleng Kwele   Broadband Infraco   R1.84 million
Tian Olivier   SABC   R1.76 million
Chris Hlekane   SA Post Office   R1.56 million

928
Shares / Re: Today's Outlook
« on: January 15, 2015, 07:55:36 am »
Alsi -2.78% (1375pts) @48 057.

T40 -3.20% (1390pts) @ 42 038.

New high TFG @ 15300, Massmart @ 15902, Clicks @ 8607, Telkom @ 7292, Discovery @ 11529.

New low Glencore @ 4139, Anglo @ 18029, Mittal @ 2220, Billiton @ 21820, Sasol @ 36075, Adcock @ 4500, Grindrod @ 1987, PPC @ 2300.

T40 7:51am +419pts @ 42 460, VIX 21.48 (+4.47%), F&G 28 Fear.

Dow -1.06%, Nas -0.48%, S&P -0.59%.

929
Shares / Re: 2014 Winners & Losers
« on: January 14, 2015, 12:41:15 pm »
Oh man, this took me the whole morning.  ::)

930
Shares / 2014 Winners & Losers
« on: January 14, 2015, 12:34:45 pm »
These are the ones I've picked up, please add if I missed something.  JSE up 58% to 147Bn, most since 2005.

1.   Telkom +113.1%
2.   Micromega +101.7%
3.   Zender +73.9%
4.   Digcore +71.9%
5.   Rockcatle +65.8%
6.   Sibanye Gold +65.2%
7.   Santova Logistics 147%
8.   Assupol +136%
9.   Calgro M3 134%
10.   Aspen +59.8%
11.   Ascendis Health +57.1%
12.   Brait +55.5%
13.   John Daniels +53.8%
14.   Adapt IT +52.4%
15.   Niveus +50.4%
16.   Convergent +47.3%
17.   Barclays Africa +46.3%
18.   Tongaat +46.4%
19.   Grand Parade +45.6%
20.   Kap +45.3%
21.   Gold Fields +44.3%
22.   New Europe +43.3%
23.   Discovery +41.9%
24.   Afrimat +40.7%
25.   Austro +40.9%
26.   Torre Industrial +40.7%
27.   Diamond Corp +40.0%
28.   Foschini Group +39.2%
29.   Hulamin +35.7%
30.   EOH +32.3%
31.   Steinhoff +31.9%
32.   Pallinghurst Resources +31.3%
33.   Infrasor +30.5%
34.   Naspers +30.4%
35.   BCX +28.8%
36.   Investec +28.1%
37.   Consolidated Infrastructure +28.0%
38.   Reinet +27.3%
39.   Sappi +27.1%
40.   MMI +26.5%
41.   Super Group +24.8%
42.   Afrocentric +21.8%
43.   Interwaste +21.7%
44.   DBX USA +21.0%
45.   Attacq +20.9%
46.   RCL Foods +19.0%
47.   Advtech +14.4%
48.   Westcoal Mining +13.3%
49.   Tsogo +13.2%
50.   SAB Miller +13.1%
51.   Shoprite 12.9%
52.   Conduit Capital +11.1%
53.   Holdsport +10.9%
54.   MTN +9.3%
55.   HCI +9.0%
56.   Satrix 40 +8.1%
57.   Sephaku +8.2%
58.   Famous Brands +8.1%
59.   Finbond +6.9%
60.   EACI +5.9%
61.   Capial & Countries +4.0%
62.   Curro +2.8%
63.   Poynting +2.6%
64.   Newgold +1.9%
65.   Trencor +1.9%
66.   Combined Motor Holdings +0.1%
67.   Don Group 0.0%
68.   Blue Label -0.8%
69.   Jasco -2.7%
70.   Amecor -3.4%
71.   PPC -6.0%
72.   Glencore -7.9%
73.   Village Main -10.3%
74.   Anglo American -10.3%
75.   Pan African -10.7%
76.   Newplat -11.6%
77.   JD Group -14.3%
78.   Distill Group -14.8%
79.   Omnia -15.5%
80.   Anglo Plat -15.9%
81.   Northam Plat -15.9%
82.   Sasol -16.3%
83.   Omnia -16.6%
84.   Grindrod -17.1%
85.   Petmin -17.4%
86.   Invicta -18.2%
87.   Keaton -19.6%
88.   Afdawn -20.0%
89.   Firestone Energy -25.0%
90.   Metair -25.5%
91.   BSI -25.9%
92.   Harmony Gold -26.7%
93.   Metmar -26.9%
94.   Dawn -28.2%
95.   M&S Holdings -29.0%
96.   Anglo Gold -29.6%
97.   Jubilee Plat -30.0%
98.   RBA Holdings -30.8%
99.   Oando -32.0%
100.   Rare -35.7%
101.   Mine Restoration -36.4%
102.   Stefstock -38.0%
103.   Kumba -39.8%
104.   Seardel -41.1%
105.   Accentuate -42.2%
106.   Lonmin -43.8%
107.   MixTelematics -44.5%
108.   Sentula -46.2%
109.   Pinnacle -49.3%
110.   PSV -50.0%
111.   Aquarius Plat -61.0%
112.   Atlatsa -61.8%
113.   ChemSpec -62.5%
114.   Buildmax -65.9%
115.   Esor -66.7%
116.   Ellies -78.7%
117.   Eastern Plat -84.9%
118.   Gijima -87.7%
119.   African Bank -100%
120.   Protech Khuthele -100%

Pages: 1 ... 60 61 [62] 63 64 ... 126