541
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542
Shares / Re: Pulverized Sand Box
« on: May 14, 2015, 06:33:02 pm »
Can I post this in Pulverized ?
Release Date: 14/05/2015 17:30:00 Code(s): APN Email this JSE Sens Item to a Friend Printer Friendly Version
Cautionary Announcement
ASPEN PHARMACARE HOLDINGS LIMITED
(Incorporated in the Republic of South Africa)
Registration number 1985/0002935/06
Share code: APN
ISIN: ZAE000066692
("Aspen" or "the Company")
CAUTIONARY ANNOUNCEMENT
Shareholders are advised that Aspen is currently engaged
in discussions regarding a possible acquisition of an
infant nutritionals business.
These discussions may have a material effect on the price
of Aspen's securities if successfully concluded and
accordingly shareholders are advised to exercise caution
when dealing in the Company’s securities.
Durban
14 May 2015
Release Date: 14/05/2015 17:30:00 Code(s): APN Email this JSE Sens Item to a Friend Printer Friendly Version
Cautionary Announcement
ASPEN PHARMACARE HOLDINGS LIMITED
(Incorporated in the Republic of South Africa)
Registration number 1985/0002935/06
Share code: APN
ISIN: ZAE000066692
("Aspen" or "the Company")
CAUTIONARY ANNOUNCEMENT
Shareholders are advised that Aspen is currently engaged
in discussions regarding a possible acquisition of an
infant nutritionals business.
These discussions may have a material effect on the price
of Aspen's securities if successfully concluded and
accordingly shareholders are advised to exercise caution
when dealing in the Company’s securities.
Durban
14 May 2015
545
Shares / Re: What did you do with your TFSA?
« on: May 03, 2015, 12:37:38 pm »Deciding to start with 2.5k in STXFIN from this month and to alternate with DBXUS and STXSWX so that in next 12 months to come, I would have 10K each in these 3. Review after 12 months.
Good choice. I see the FINI is doing rather well. Up there with the INDI and doing 25% PA ave.
Nah, has been rising exponentially from relatively cheap by ± 300% since low point during the financial crisis. Nothing to be gained now unless profits rise to warrant the PE.
547
Shares / Re: Naspers (NPN)
« on: March 19, 2015, 03:20:24 pm »
Wow. What can I say. Kicking myself for not having got in @750R when I thought it was overpriced. Congrats to Monsieur JaDEB if you have it.
548
Off topic / Re: Live chat
« on: March 17, 2015, 02:47:59 pm »
The remaining Fragile Five has made much less progress. Morgan Stanley says Turkey has completed no more than 10 percent of recommended reforms, Brazil 15 percent and South Africa barely anything.
Current-accounts shortfalls and inflation remain high in each and politics in the form of a widening corruption scandal at Petroleo Brasileiro SA in Brazil and lawmaker pressure on Turkey’s central bank are worrying investors. Such an environment has reduced their ability to cut interest rates and Brazil and South Africa may even hike them this year.
(Bloomberg 17/3/15)
Current-accounts shortfalls and inflation remain high in each and politics in the form of a widening corruption scandal at Petroleo Brasileiro SA in Brazil and lawmaker pressure on Turkey’s central bank are worrying investors. Such an environment has reduced their ability to cut interest rates and Brazil and South Africa may even hike them this year.
(Bloomberg 17/3/15)
550
Wat ek op sharechat gesê het..
The US payrolls figure was much stronger than even the most optimistic forecasts, making it almost certain that the Fed will embark on increasing the Fed funds rate around mid year, maybe later but certainly in 2015 rather than 2016.
The pressure to follow with rates increases by our reserve bank will manifest itself sooner than thought to ameliorate further declines in the Rand.
Bond yields have reacted as soon as the payrolls figure was released, with the R186 long bond yield increasing from ± 7,70/75% to nearly 8%.
This is not good news for stocks, especially REITS with only local properties in their portfolios. They have reacted to the news by dropping around 3% from the previous day's prices. (They are interest rate sensitive, and closely correlated with bond yields).
So, we are in for rough times, especially for the 'SA Inc.' stocks. Rand hedges should fare better. Resources, all priced in US dollars, will also be affected and it remains to be seen whether a 'booming' US economy is enough to offset the downward revision in China's GDP figure to 7% for 2015.
Expecting some repatriation of overseas investments from our market.
The US payrolls figure was much stronger than even the most optimistic forecasts, making it almost certain that the Fed will embark on increasing the Fed funds rate around mid year, maybe later but certainly in 2015 rather than 2016.
The pressure to follow with rates increases by our reserve bank will manifest itself sooner than thought to ameliorate further declines in the Rand.
Bond yields have reacted as soon as the payrolls figure was released, with the R186 long bond yield increasing from ± 7,70/75% to nearly 8%.
This is not good news for stocks, especially REITS with only local properties in their portfolios. They have reacted to the news by dropping around 3% from the previous day's prices. (They are interest rate sensitive, and closely correlated with bond yields).
So, we are in for rough times, especially for the 'SA Inc.' stocks. Rand hedges should fare better. Resources, all priced in US dollars, will also be affected and it remains to be seen whether a 'booming' US economy is enough to offset the downward revision in China's GDP figure to 7% for 2015.
Expecting some repatriation of overseas investments from our market.
551
Off topic / Re: Live chat
« on: March 03, 2015, 08:02:45 am »@moon, any idea how often RLF trades per day?
Seems good for inclusion ? See screenie.
