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Messages - Moonraker

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46
Off topic / Live chat
« on: December 05, 2017, 03:02:35 pm »
Who wants to live in Europe and be taxed to death if you could live in the US where even your mortgage bonds are deductible.

47
Shares / Re: Naspers
« on: December 05, 2017, 02:58:25 pm »
I like NPN, but not Bekker (pompous, haughty, just lucky that's all).
US law firm investigates Naspers Threatens class action lawsuit if fraud or unlawful behaviour is discovered.
Joining the class action if it comes about Bundu?  ;)

48
Off topic / Re: Live chat
« on: December 05, 2017, 12:01:27 pm »
It has been suggested that the capital gains tax (CGT) rate be increased further so that the full capital gain realised on disposals is taxed.
https://www.fin24.com/Opinion/tax-hikes-wont-solve-sas-fiscal-woes-20171205

If that happens, it would be a reason to immediately emigrate (if possible), even as an old person.
Or become a trader as the 3 year rule then becomes meaningless.

49
Shares / Re: Steinhoff
« on: December 04, 2017, 04:10:43 pm »
Sanlam Private Wealth Stock Picks for 2018

Bundu, SNH is there. Why is anybody's guess.

50
Shares / Re: Steinhoff
« on: December 04, 2017, 03:11:53 pm »
More uncertainties re. the possibility of balance sheet fraud. This together with the silly Mattress Firm acquisition means OMG - needs to be dumped. Only reason I still hold is because of tax - the 3 year rule.

 

51
Off topic / Live chat
« on: December 04, 2017, 12:37:21 pm »
SNH down over 7% in Germany - more uncertainties re. balance sheet fraud.

52
Off topic / Live chat
« on: December 04, 2017, 09:12:32 am »
TENCENT (700) HK$393.000 +8.000 (+2.08%)

53
Shares / Re: Naspers
« on: December 03, 2017, 05:17:43 pm »
If Cyril wins SA Inc. stocks will be on the up and Rand hedges will be sold off, temporarily, as most of them incl. NPN are stocks you would want in your portfolio no matter who wins.
If DZ wins Rand hedges should shoot the lights out.  :-X

54
Shares / Re: Naspers
« on: December 03, 2017, 04:58:12 pm »
I've taken a good beating with NPN and SNH in November, but am hopeful that they will both have a good December..... they better ;)

Alles sal regkom, en ons gaan einde Desember grande lyk man.  :))

55
Shares / Re: Naspers
« on: December 02, 2017, 06:34:24 pm »
"Snap shares, which have fallen 20% since its March IPO, closed feactionally higher Wednesday. And assuming Spiegel’s redesign bets pay off, SNAP stock is poised to be a turnaround candidate in 2018."

56
Off topic / Re: Live chat
« on: December 01, 2017, 04:31:37 pm »
It's pretty normal. See https://www.msn.com/en-us/money/stockdetails/history/fi-193.1.GRP.JSE
Check Volume over 1 Year

57
Shares / Re: Naspers
« on: November 28, 2017, 02:28:26 pm »
Oh shit !

Multichoice scandal is posing painful questions about a corrupt nexus - Naspers must answer them

MultiChoice paid the Guptas millions

Quote
Following the transfer of powers, Muthambi controversially pushed through a decision in favour of unencrypted set-top boxes, which benefitted MultiChoice.
Muthambi's decision flouted her own party's policy on the issue. The ANC supported encryption – required for pay-TV – to promote competition in the sector.

58
Shares / Re: Naspers
« on: November 27, 2017, 01:31:11 pm »
Naspers is grossly undervalued... Forget Tencent, new growth drivers will be Flipkart and Delivery Hero. Share price will go up by 100% over the next 12 months

LONDON, Nov 27 (Reuters) - Germany's Delivery Hero reported a 60 percent jump in third-quarter revenue on Monday, showing no let up in pace of growth of takeaway food apps.

For the first nine months of the year, Delivery Hero's revenue was up 64 percent to 384.4 million euros ($458.6 million). Third-quarter revenue totalled 137.9 million euros.

The loss-making company, backed by German tech investor Rocket Internet and South African e-commerce giant Naspers, said it now expected full-year revenues to be at the top end of its guidance range of 530-540 million euros.

It reiterated a goal to break even in terms of adjusted EBITDA (earnings before interest, tax, depreciation and amortisation) in 2018 and make a profit on that basis in 2019.

59
Off topic / Re: Live chat
« on: November 25, 2017, 10:25:46 am »
S&P one below junk for foreign denominated debt. Note "below junk." NPN will be happy on Monday as ZAR sickly.

60
Off topic / Live chat
« on: November 24, 2017, 04:07:49 pm »
"We are expecting S&P to make their announcement tonight at 18:30 and Moody’s closer to 23:30."

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