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Quote from: Moonraker on February 21, 2016, 10:30:20 am

NEP

294.72477  LDT 4-03-2016

Hey Moon, you have to use the tables on the first page of this thread for the dividend to take place in the game. It'll also auto post here when it's done.

Thanks Patrick, I clean forgot.

'Look out, we are heading for a crash again', warns William White, the central banker who predicted 2008 crisis

Ja boet, ons moet versigtig wees.

Edit:
Terloops, wat is die persentasie kontant in julle portefeuljes ?

With RPL there is also the raising of GBP 100 million for the AUK acquisition coming up. Part of the multi year restructuring of RPL.
Pain now, but going forward should be good, even with Brexit.
It's hard to beat NEPI/RES/FFB and those are the ones that should form the bulk of a REIT/Property portfolio.
I also like SRE.

I. Disruptive Technologies explained
What have the steam engine, the internet and smartphones
got in common? The emergence of all three technologies
listed by way of example triggered euphoria and a spirit of
optimism in industry and society. The steam engine heralded
the start of the industrial age, the internet drove forward digi-
talization while smartphones enable constant access to the
virtual world. All three technologies instigated an innovative
leap and radically changed their respective living and working
environments. Clayton M. Christensen from Harvard Business
School called technologies with such penetrating power “dis-
ruptive technologies”. Since the publication of the book “The
Innovators Dilemma” in 1995 and the scientific paper “Dis-
ruptive Technologies: Catching the Wave” the defining fea-
ture of a disruptive innovation is that it breaks up existing
market structures and dictates completely new ground rules
to the market.

II. What current technologies have that potential?
Umpteen investors ask themselves this question day in, day
out. A possible answer is provided by the Alpha 8 Global Dis-
ruptive Technology TR Index. The index provider Alpha 8 Part-
ners currently identifies ten industries with the potential to
create disruptive technology and thereby trigger innovative
leaps on a broad scale:

1.Robotics & Automation
2.3D Printing
3.Cyber Security
4.Solar Energy
5.Material Science & Battery Technology
6.Cloud Computing, Supercomputing & Big Data
7.Social Networking & Advanced Mobile Computing Technology
8.Biotechnology
9.Water Technology
10.Next Generation Lighting

See attachment(s) - I wouldn't mind putting some money in a fund like that.
Try and put some local share names next to points 1-10 if at all possible.
Orca would probably stick Metair next to #5 (Battery Technology). Maybe Rolfes next to #9 etc.

As to #1 specifically, the bad news for jobs is outlined HERE

CAPE TOWN, Feb 11 (Reuters) – South Africa has set up a state-owned pharmaceutical company that would compete with local firms in supplying medicines to public hospitals, President Jacob Zuma said in his state of the nation address on Thursday.

Health authorities in one of the world’s biggest market for antiretroviral drugs have long complained they were paying too much to secure supplies for life-prolonging HIV/AIDS drugs to state-run hospitals.

++++++++++++++++++++++++++++++

I don't think that will impact much at all. The bulk of revenue is derived outside ZA.

Market Watch: Top of class Curro

Basically what I said in my previous post.

The P/E of ADH will go up a lot due to the recent rights issue. Will have to wait for a trading update to get the forward P/E

Market Watch: Top of class Curro

Basically what I said in my previous post.

nOW 1ST ... HEHHEHHEhehe

jaDEB, I see you are quoting from SONA, was it leaked ? HehhehHEEH.