Author Topic: Pulverized Sand Box  (Read 309843 times)

jaDEB

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4534
  • Karma: +30/-3
    • View Profile
Re: Pulverized Sand Box
« Reply #750 on: April 23, 2018, 06:08:01 pm »
Grafiek Fabriek

jaDEB

If it scares you, it's a sign you need to do it

jaDEB

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4534
  • Karma: +30/-3
    • View Profile
Re: Pulverized Sand Box
« Reply #751 on: May 16, 2018, 12:06:08 pm »
HONG KONG, May 16 (Reuters) - Chinese social media and gaming giant Tencent Holdings reported on Wednesday a 61 percent rise in net profit for the first quarter of the year, beating estimates, thanks to strong mobile games revenue.
Asia's second-most valuable listed company said net profit for the quarter was 23.29 billion yuan ($3.66 billion), against an average estimate of 17.5 billion yuan from 11 analysts polled by Thomson Reuters. That represented a quarter-on-quarter rise of 12 percent.
Revenue rose 48 percent to 73.53 billion yuan, beating the 70.93 billion yuan average estimate of 14 analysts, according to Thomson Reuters data.
Smartphone games revenue, the largest revenue contributor, jumped 68 percent to 21.7 billion yuan while revenue from the more lucrative category of PC games was flat at 14.1 billion yuan.
User numbers of Tencent's popular WeChat messenger app reached 1.04 billion. ($1 = 6.3694 Chinese yuan renminbi) (Reporting by Sijia Jiang; Editing by Muralikumar Anantharaman)

jaDEB

If it scares you, it's a sign you need to do it

Maurice

  • Jr. Member
  • **
  • Posts: 79
  • Karma: +3/-0
    • View Profile
Re: Pulverized Sand Box
« Reply #752 on: May 16, 2018, 01:46:29 pm »
Thanks for the update jaDEB I see Naspers is still 5% down for 2018.  :wtf:

jaDEB

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4534
  • Karma: +30/-3
    • View Profile
Re: Pulverized Sand Box
« Reply #753 on: May 18, 2018, 08:03:22 am »
 :TU:
jaDEB

If it scares you, it's a sign you need to do it

jaDEB

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4534
  • Karma: +30/-3
    • View Profile
Re: Pulverized Sand Box
« Reply #754 on: May 30, 2018, 12:00:30 pm »
 ???
jaDEB

If it scares you, it's a sign you need to do it

gcr

  • Hero Member
  • *****
  • Posts: 1008
  • Karma: +28/-1
    • View Profile
Re: Pulverized Sand Box
« Reply #755 on: May 30, 2018, 08:35:31 pm »
So JaDEB - what's the answer - my share portfolio has dropped by R 116,000 this week and R 250,000 this month- is the old expression "sell in May and go away" starting to raise it's ugly head again!!
Not everything that counts, can be counted, and, not everything that can be counted counts - Albert Einstein

jaDEB

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4534
  • Karma: +30/-3
    • View Profile
Re: Pulverized Sand Box
« Reply #756 on: June 01, 2018, 12:37:29 pm »
I do not have the answer, as I am down 18% from Nov 2017, mostly due to Tiensent / Naspers and Tesla and also marginally because of the BTC theft I had in March. but : -

I am happy I bought Netflix
I am Happy that I do not own:-

Steinhoff
Aveng
Sibanye

and so on. The new low list on the JSE is nogal looking bad.
jaDEB

If it scares you, it's a sign you need to do it

jaDEB

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4534
  • Karma: +30/-3
    • View Profile
Re: Pulverized Sand Box
« Reply #757 on: June 11, 2018, 04:55:57 pm »
Graph Overwatch.

« Last Edit: June 11, 2018, 05:30:09 pm by jaDEB »
jaDEB

If it scares you, it's a sign you need to do it

Orca

  • Hero Member
  • *****
  • Posts: 2274
  • Karma: +54/-3
    • View Profile
Re: Pulverized Sand Box
« Reply #758 on: June 12, 2018, 10:09:44 pm »
This is why.
I started here with nothing and still have most of it left.

jaDEB

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4534
  • Karma: +30/-3
    • View Profile
Re: Pulverized Sand Box
« Reply #759 on: June 22, 2018, 03:41:34 pm »
Summarised consolidated financial results for the year ended 31 March 2018

Naspers Limited
(Registration number: 1925/001431/06) (Naspers or the group)
JSE share code: NPN ISIN: ZAE000015889
LSE ADS code: NPSN
ISIN: US 6315122092

Summarised consolidated financial results for the year ended 31 March 2018

COMMENTARY
Naspers delivered robust growth for the year ended 31 March 2018. Group revenue, measured on an economic-interest
basis, was US$20.1bn, up 38% on last year (or 39% in local currency and adjusted for acquisitions and disposals). This is
a meaningful growth acceleration of which ecommerce and Tencent were key drivers. On the same basis, group trading profit
rose 47% to US$3.4bn (or 52% in local currency and adjusted for acquisitions and disposals). Ecommerce - particularly the
classifieds, payments and travel businesses - improved profitability. Tencent's strong performance contributed to the
trading profit acceleration. Core headline earnings, the board's measure of operating performance, was up 72% on last year
at US$2.5bn. Refer to note 2 of these summarised consolidated financial results for details of the group's change in
calculation of core headline earnings and trading profit during the year.
jaDEB

If it scares you, it's a sign you need to do it

jaDEB

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4534
  • Karma: +30/-3
    • View Profile
Re: Pulverized Sand Box
« Reply #760 on: July 03, 2018, 05:55:17 pm »
Graph Overwatch - Learning to draw lines  :whistle:
jaDEB

If it scares you, it's a sign you need to do it

jaDEB

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4534
  • Karma: +30/-3
    • View Profile
Re: Pulverized Sand Box
« Reply #761 on: July 10, 2018, 02:53:42 pm »
SHANGHAI, July 10 (Reuters) - Tesla Inc on Tuesday signed agreements with Shanghai authorities that will allow it to open a plant in the Chinese city with an annual capacity of 500,000 cars, local media reported.
The U.S. carmaker signed agreements with the Shanghai municipal government, Shanghai Lingang Area Development Administration and Lingang Group, according to news website Knews, which is affiliated with state-owned Shanghai Media Group.
Tesla has been in protracted negotiations to open its own factory in China to help bolster its position in the country's fast-growing market for electric cars and to avoid high import tariffs. (Reporting by Brenda Goh and BEIJING Newsroom)
First Published: 2018-07-10 06:11:30
 Updated 2018-07-10 13:46:58
jaDEB

If it scares you, it's a sign you need to do it

jaDEB

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4534
  • Karma: +30/-3
    • View Profile
Re: Pulverized Sand Box
« Reply #762 on: July 15, 2018, 01:03:14 pm »
Doing a Financial Trading & Investment online course with my Daughter. Learning some stuff  :TU:

Portfolio April 2018

% of Portfolio

NPN 69%
Netflieks 15%
Tiensent 9%
Tesla 3%
jaDEB

If it scares you, it's a sign you need to do it

Bevan

  • Full Member
  • ***
  • Posts: 216
  • Karma: +19/-0
    • View Profile
Re: Pulverized Sand Box
« Reply #763 on: July 17, 2018, 10:33:49 pm »
NPN 69%
Netflieks 15%
Tiensent 9%
Tesla 3%

jaDEB, why do you own Netflix and Tesla? To my mind these stocks are trading on the dot-com 2001 mentality of eyeballs over profits!!! They seem to think that it's not a problem to make a loss, they'll simply make it up with subscriber volumes. Problem is that they're losing money on every subscriber or every car that they make, so higher volumes = higher losses. I don't get the analysts who reckon these businesses will one day make money. Google and Facebook eyeballs that pay nothing per month are far easier to get than Netflix or Tesla customers who actually have to pay something. Guess I'm old school, "money in is better than money out".

Last year Netflix burned through over $2-bn. That's a $17.8m loss for every one of the 112 Emmy's they were nominated for. That's worse than the previous year where every Emmy cost them around a $16m loss. Basically they have to keep spending oodles of cash just to make semi-decent TV shows, whilst every other Tom, Dick and Harry is snapping at their heels and ready to steal their subscribers, or enter into a price-war. Their first-mover advantage is over and it's brutal out there now.

I like Tesla but when you can rent an electric powered BMW for a tiny monthly amount, versus paying for an overpriced Tesla, I think Elon also has an almost impossible task on his hands, never mind his technical issues. Mind you, his multi-billion pay packet (highest ever in history) should help him focus. Oh wait, he's in Thailand, or sleeping on the factory floor again, or running off to Space-X, or coming up with some other cool idea. I like the guy but I suspect shareholders are close to throwing in the towel on him, no matter how cool his cars are.
Audi, vide, tace, si vis vivere in pace. Pax vobiscum.
Happiness belongs to the self-sufficient - https://www.thrivecentre.co.za

jaDEB

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4534
  • Karma: +30/-3
    • View Profile
Re: Pulverized Sand Box
« Reply #764 on: July 30, 2018, 01:23:14 pm »
NPN 69%
Netflieks 15%
Tiensent 9%
Tesla 3%

jaDEB, why do you own Netflix and Tesla? To my mind these stocks are trading on the dot-com 2001 mentality of eyeballs over profits!!! They seem to think that it's not a problem to make a loss, they'll simply make it up with subscriber volumes. Problem is that they're losing money on every subscriber or every car that they make, so higher volumes = higher losses. I don't get the analysts who reckon these businesses will one day make money. Google and Facebook eyeballs that pay nothing per month are far easier to get than Netflix or Tesla customers who actually have to pay something. Guess I'm old school, "money in is better than money out".

Last year Netflix burned through over $2-bn. That's a $17.8m loss for every one of the 112 Emmy's they were nominated for. That's worse than the previous year where every Emmy cost them around a $16m loss. Basically they have to keep spending oodles of cash just to make semi-decent TV shows, whilst every other Tom, Dick and Harry is snapping at their heels and ready to steal their subscribers, or enter into a price-war. Their first-mover advantage is over and it's brutal out there now.

I like Tesla but when you can rent an electric powered BMW for a tiny monthly amount, versus paying for an overpriced Tesla, I think Elon also has an almost impossible task on his hands, never mind his technical issues. Mind you, his multi-billion pay packet (highest ever in history) should help him focus. Oh wait, he's in Thailand, or sleeping on the factory floor again, or running off to Space-X, or coming up with some other cool idea. I like the guy but I suspect shareholders are close to throwing in the towel on him, no matter how cool his cars are.

All you say above is correct, but I do believe that Netflix and Tesla is something I want to be invested in for the Medium/long term future. Tesla results out on Wednesday.
jaDEB

If it scares you, it's a sign you need to do it