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General Category => Shares => Topic started by: jaDEB on May 03, 2013, 11:32:32 am

Title: Pulverized Sand Box
Post by: jaDEB on May 03, 2013, 11:32:32 am
Port 1
 
Bil 82%
SGL 15% (Bought in again at R8.11)
 
Port 2
 
BIL 100 % 
 
Port 3
 
DRD 100 % 

Title: Re: Pulverized Sand Box
Post by: jaDEB on May 10, 2013, 08:07:10 am
Dr Copper ...

Morning All
Title: Re: Pulverized Sand Box
Post by: Patrick on May 10, 2013, 09:35:57 am
Most commodities I don't really understand. Gold for example I don't get. It looks pretty and people use it for gift and jewellery, but it only has a few really specialised uses. Copper on the other hand I get (I like building things with it: http://mybroadband.co.za/vb/showthread.php/485176-My-new-toy). It has a job to do. Demand is climbing at an accelerated rate, and will keep doing so as more and more EVs are put into production, and china keeps increasing the rate of electrical appliance manufacturing. I would expect the copper price to start behaving like the oil price in the long term.
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 10, 2013, 09:49:19 am
Nope. there is more gold in 1 ton of cellphones that in 1 ton of mining gold ground. Google How to recover gold from old cell phones. In China u can sell u cellphone to people for that usage.

I think jewelry is only 1/3 of usage of gold, others are electronic/investment and so on. They actually have ATM's thingies in Europe where u can purchase gold coins.
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 10, 2013, 09:56:09 am
I like your bike ......  8), wish u all success.
Title: Re: Pulverized Sand Box
Post by: Moonraker on May 10, 2013, 01:38:29 pm
Copper on the other hand I get (I like building things with it: http://mybroadband.co.za/vb/showthread.php/485176-My-new-toy). It has a job to do. Demand is climbing at an accelerated rate, and will keep doing so as more and more EVs are put into production, and china keeps increasing the rate of electrical appliance manufacturing. I would expect the copper price to start behaving like the oil price in the long term.
I am thoroughly impressed ! Well done.
By the way, I am also a broadband forum member (ocky), although not too active. The Linux section. http://mybroadband.co.za/vb/showthread.php/521119-Why-command-line-interface?p=10162493&viewfull=1#post10162493
 ;D
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 23, 2013, 10:27:50 am
 :-[
Title: Re: Pulverized Sand Box
Post by: Orca on May 23, 2013, 08:35:15 pm
Don't cry jaDEB. Gold is going up. Long term you will win big time. Just wait it out.
Title: Re: Pulverized Sand Box
Post by: Moneypenny on May 24, 2013, 09:01:02 am
okay, got to ask:  what is a pulverized sand box?
Title: Re: Pulverized Sand Box
Post by: Orca on May 24, 2013, 11:25:02 am
okay, got to ask:  what is a pulverized sand box?

It is the place where jaDEB keeps his shares. We keep ours in the draw and he chucks his into his dog's pee pee box.
Title: Re: Pulverized Sand Box
Post by: Moneypenny on May 24, 2013, 12:32:57 pm
 :D Thank you Orca, I thought it was something along the lines of a kitty-litter box.

jaDEB, hang in there bud, this is but a moment in time, we have all been there.  (Patrick I need more emoticons, I have far more emotions than these available ;))
Title: Re: Pulverized Sand Box
Post by: Orca on May 24, 2013, 07:05:39 pm
jaDEB just doesn't listen. He is hell bent on loosing his money with his gold stocks. I stay away from all miners and have tried to convince him to do the same but he is adamant that he will make it.
How much have you lost over the past year jaDEB ? I have more than doubled by staying away from miners. Please do the same. All is not lost. You can get it back.
I lost 45% in the 2008/9 crash but have since trebled it by staying away from gold and large caps. 
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 27, 2013, 08:42:45 am
The Sand Box is my play pen, not a kitty litter box ..  :o
Title: Re: Pulverized Sand Box
Post by: Moneypenny on May 27, 2013, 11:13:32 am
 ;D got it jaDEB, play pen not litter box.
Title: Re: Pulverized Sand Box
Post by: Patrick on May 27, 2013, 03:30:52 pm
(Patrick I need more emoticons, I have far more emotions than these available ;))

More added, if you have a special request show me and I'll add it.  8)
Title: Re: Pulverized Sand Box
Post by: Orca on May 27, 2013, 07:14:36 pm
Here good one.
Title: Re: Pulverized Sand Box
Post by: Orca on May 27, 2013, 07:28:14 pm
jaDEB. There are 3 guys beating you.
Title: Re: Pulverized Sand Box
Post by: Moonraker on May 27, 2013, 08:24:33 pm
Hope you like these ..
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 28, 2013, 08:06:43 am
Mom, Mom...... please tell these people to get out of my sand box, they are pulverizing it...Mom, Mom.

Title: Re: Pulverized Sand Box
Post by: Patrick on May 28, 2013, 09:04:42 am
Added some of those, interesting choices  :LHST: and  :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 31, 2013, 01:34:55 pm
Hey jaDEB,
Hey.
U see Billiton is nearly R300
Yes, so?
Do you still have yours?
No.. :wall: :wall: :wall:
Title: Re: Pulverized Sand Box
Post by: Orca on May 31, 2013, 08:11:50 pm
jaDEB. There are now 4 guys beating you.
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 03, 2013, 09:31:12 am
Now it is 10 Orca, but I will not give up. Buying more SGL with my R100,000. I will be last... :frustrated:
Title: Re: Pulverized Sand Box
Post by: gcr on June 03, 2013, 09:43:22 am
Repent oh JaDEB - you have seen the error of your ways  >:D
Title: Re: Pulverized Sand Box
Post by: Orca on June 03, 2013, 11:25:33 am
Looks like I'll have to sit in this box with jaDEB for awhile.
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 03, 2013, 11:55:50 am
Orca, I am sure CML will recover. Me thinks it will end 2% down only today. The value of the Divvie.

  :TU:

Patrick, you will let us know when we can blow our R100k in the competition.
Title: Re: Pulverized Sand Box
Post by: Patrick on June 03, 2013, 01:35:38 pm
Patrick, you will let us know when we can blow our R100k in the competition.

Spend away!
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 03, 2013, 02:01:59 pm
Thanks Patrick, bought some more SGL  ???, I have R4.57 left in the account. Take it, go buy a can of coke, u deserve it.  8)
Title: Re: Pulverized Sand Box
Post by: Orca on June 03, 2013, 08:14:14 pm
Orca, I am sure CML will recover. Me thinks it will end 2% down only today. The value of the Divvie.

  :TU:

Patrick, you will let us know when we can blow our R100k in the competition.
Close bud. If you add the divi from next week, it would hardly have budged.
Title: Re: Pulverized Sand Box
Post by: tgg78703 on June 03, 2013, 08:43:46 pm
Thanks Patrick, bought some more SGL  ???, I have R4.57 left in the account. Take it, go buy a can of coke, u deserve it.  8)

you should be in the pounds seats soon, your cokes are cheap
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 04, 2013, 08:19:42 am
Cool, see they are thinking of sending Army to protect my investment.  :TU:
Title: Re: Pulverized Sand Box
Post by: Orca on June 04, 2013, 07:44:59 pm
Must get out this sandbox now. Uumf, fart, ahh. Out. Now to get going and make money.
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 05, 2013, 08:15:03 am
Nooit, Mom !, Mom ! , please change the sand, Mom, Orca farted in my sandbox,  :frustrated:  :mad: Get air freshener and change the sand Please, pretty please..
Title: Re: Pulverized Sand Box
Post by: Orca on June 06, 2013, 07:03:40 pm
Mind if I get back in with my CML shares? Promise I won't fart in it again. Do you have place for Patrick?
Been too scared to look at the Leader Board all day today.
Title: Re: Pulverized Sand Box
Post by: Orca on June 06, 2013, 07:20:13 pm
Just checked.  :TU: Beat my 2 benchmarks. Patrick and STXIND. :LHST:
Geez. I thought I would be major down with the 5% retractment from CML. So jaDEB, Patrick can get into your box and I will only put one foot in it. Just don't fart in it Patrick. jaDEB don't like it.



Title: Re: Pulverized Sand Box
Post by: jaDEB on June 07, 2013, 08:21:20 am
The big winner, however, has been Sibanye Gold (SBGL), which has jumped 12% to $3.75 today after Goldman Sachs upgraded the stock to Neutral from Sell. Investors like Goldman’s seal of approval–to say the least. Why the upgrade? It’s partially because of underperformance–Sibanye has dropped 40% during the past three months, 11 percentage points more than the next worst performer among U.S.-traded ADRs, Harmony Gold’s 29% loss–and partially because it looks to focused on cost cutting.... O:-)
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 14, 2013, 11:54:15 am
Port Update:-

Port 1

CML 82%
OCE 15%

Port 2

CML 95%

Port 3

OCE 100%

Title: Re: Pulverized Sand Box
Post by: Patrick on June 14, 2013, 01:29:00 pm
Sold out of SGL then? Does that mean you'll choose a different stock in the competition next month?

I've switched my miserably performing Vodacom for some Satrix indi, and bought some more while I was at it, so now I'm 50% CML 50% satrix indi.
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 14, 2013, 02:13:32 pm
Will see, might get more SGL in competition, want to win that Bar1. Real life, I am tired of commodity shares, and I need to slow down my trading, Mr Taxman might be looking,  ???  ??? , thus need to keep something longish term 4 months or so.
Title: Re: Pulverized Sand Box
Post by: Moonraker on June 14, 2013, 04:37:57 pm
Sold out of SGL then? Does that mean you'll choose a different stock in the competition next month?

I've switched my miserably performing Vodacom for some Satrix indi, and bought some more while I was at it, so now I'm 50% CML 50% satrix indi.
How does one switch stocks or sell them (in the competition) ? Or are you referring to the real stuff ?
Title: Re: Pulverized Sand Box
Post by: Orca on June 14, 2013, 07:14:08 pm
Real stuff Moon.
Patrick, that is my aim as well. STXIND has not had a correction in 10 years apart from the 2009 crash. My charts don't go further back but suffice to say that if you had all in it at like 100% then you WILL beat 99.9% of UT's and Fund Managers. Looking at the investorchallenge and the position it is and keeps, I would put ALL my money into it. We all know that equities beat all else over time. STXIND is well diversified enough over the main growth sector to have it as ones only share.

No jaDEB. 4 months is trading. 3 years min. is investing according to SARS.
 
Title: Re: Pulverized Sand Box
Post by: tgg78703 on June 14, 2013, 07:53:36 pm
any one got link to more info on them
Title: Re: Pulverized Sand Box
Post by: Orca on June 14, 2013, 08:06:17 pm
any one got link to more info on them
Will give you a chart on all STX tomorrow. This laptop cannot do it.
Title: Re: Pulverized Sand Box
Post by: Aragorn on June 18, 2013, 08:45:56 am
Quote
ny one got link to more info on them
You can try -
www.satrix.co.za/products/satrix%20indi.aspx
Title: Re: Pulverized Sand Box
Post by: Orca on June 18, 2013, 06:16:47 pm
Sorry Tgg. Forgot totally. Will do it tonight.
Title: Re: Pulverized Sand Box
Post by: Orca on June 18, 2013, 07:37:48 pm
Here we go.
Title: Re: Pulverized Sand Box
Post by: tgg78703 on June 18, 2013, 08:37:48 pm
looks nice and safe and very diversified, less stressful than owning shares. will put a bit in there
Title: Re: Pulverized Sand Box
Post by: Moneypenny on June 18, 2013, 09:18:41 pm
looks nice and safe and very diversified, less stressful than owning shares

Shares stressful? yawn fest, you should try cfd's ;)
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 09, 2013, 06:28:19 pm
Orca, u know you are welcome in my sandbox, just keep in mind, it is from a Steven king novel, u might not leave... evil sadistic laugh...  :laugh:

Just incase you wondering why "other site" is not so much visited by me.

ALSI 4058 Replies views 650 979
CFD call 536 Replies views 28 350
ASPEN 15 Replies views 929
Title: Re: Pulverized Sand Box
Post by: Orca on July 09, 2013, 07:10:01 pm
Thanks jaDEB. Very cool of you to share your box. They shouted at me in the other forum. Then they banned me from MBB forum. Now they shouting at me here.  :wtf:
They can't all be wrong, so it must be me.  :(
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 10, 2013, 09:16:53 am
As tgg says he did not mean to shout, so do not let it worry you. what is MBB?

In any case, lots of people read u stuff due to your knowledge on CML, and I think they (I know I do) respect you for your knowledge on CML
Title: Re: Pulverized Sand Box
Post by: Orca on July 10, 2013, 09:23:44 am
MBB is the Mybroadband forum. CML has changed her character since the volumes and trades have doubled so now she won't listen to me anymore. I think she is also shouting at me.
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 23, 2013, 06:42:38 pm
I still think this will go up.....
Title: Re: Pulverized Sand Box
Post by: Orca on July 23, 2013, 07:50:59 pm
I still think this will go up.....
Are you talking about gold or your dick?
Title: Re: Pulverized Sand Box
Post by: Immobilier on July 23, 2013, 09:27:37 pm
I still think this will go up.....
Are you talking about gold or your dick?
Classy reply. Liquid diet?
Title: Re: Pulverized Sand Box
Post by: Orca on July 24, 2013, 09:49:32 am
I still think this will go up.....
Are you talking about gold or your dick?
Classy reply. Liquid diet?

Naah. Liquid stocks.
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 24, 2013, 01:57:17 pm
Like a true race horse jaDEB came from No 346th to 136th in the investors challenge. Catching up to whale Orca.
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 31, 2013, 06:57:18 pm
Sold all my CML, bought OCE ....  :LHST:  :laugh:  :frustrated:  :TU:

Port 1. 100% OCE
Port 2. 100% OCE
Port 3. 100% OCE

 :wtf:

Tablet time buddy...no, actually phone and book with the Psychiatrist. U need dosage to be increased. ffs.... :wall:
Title: Re: Pulverized Sand Box
Post by: Orca on August 01, 2013, 09:08:23 am
So you bought OCE at a new high!  :frustrated:
Title: Re: Pulverized Sand Box
Post by: gcr on August 01, 2013, 09:31:12 am
So you bought OCE at a new high!  :frustrated:
jaDEB is renowned for this strategy - buy high sell low :LHST:
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 01, 2013, 10:37:39 am
I bought 1/2 at R98.11 & 1/2 at R95.09.   ??? High was R98.76. But fine, I see what you mean. My tablets was wearing off, off course we also know, now that I sold CML it will shoot the lights out.

I will go sit in the corner and think about what i did.

Title: Re: Pulverized Sand Box
Post by: Orca on August 01, 2013, 11:10:54 am
Now keep OCE. The market has not yet priced in the acquisition of Glenryke. It will shoot the lights out with the next set of results. Plus the fact that we had a warmer than normal winter increasing the sardine and pilchard catches. :TU:
Title: Re: Pulverized Sand Box
Post by: Patrick on August 01, 2013, 11:38:24 am
Added to my competition portfolio  8)
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 01, 2013, 11:44:31 am
Thanks Orca.. sounds good.

Al Debbo....  :wall: see he passed away 2011 --- Son brillietjies

Title: Re: Pulverized Sand Box
Post by: gcr on August 01, 2013, 12:00:43 pm
I am not convinced that this share will shoot the lights out - it made some of its profits on exchange rate differences and in some cases it's quotas have been reduced. The share was trading at R 79.50 on 25/06/2013 so I do think at current levels it is fully priced having increased quite dramatically in just over a month. Its P/E and future P/E are both above 16 which in their sector may or may not be acceptable 
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 01, 2013, 12:35:25 pm
I would agree with you, but then we both would be wrong ......  :LHST:

Just kiddin, yes, all you say is correct. The reasons I bought is as follows:-

1. Tablets was wearing off.
2. I felt that CML has less potential to go up. (Do not shout at me Orca. just my opinion)
3. I was thinking of buying, but was delaying, then I saw the price go to R98, thus I thought there might be some action as it is a tightly held share.

my 2 fishies.
Title: Re: Pulverized Sand Box
Post by: ptomli on August 01, 2013, 03:17:42 pm
Now keep OCE. The market has not yet priced in the acquisition of Glenryke.

Do you really read and digest the news?

Can I quote from the SENS of the acquisition:

Quote
It is the intention of Oceana to enter into an agreement to dispose of the Glenryck
Trademark should the Transaction become unconditional. Should Oceana not be
successful in disposing of the Glenryck Trademark then Foodcorp will have the
alternative to retain the Glenryck Trademark and reduce the purchase consideration
accordingly or alternatively cause the Transaction to fail.
http://dashboard.fin24.com/News/SENS/?ArticleId=428076&Ticker=OCE

Their intent it clearly to dispose of the brand, so "pricing in" is not really relevant. Neither has anything further been announced regarding its disposal.
Title: Re: Pulverized Sand Box
Post by: Orca on August 01, 2013, 03:47:50 pm
I did read that and am just as pleased as OCE that the cautionary was withdrawn.
Title: Re: Pulverized Sand Box
Post by: Orca on August 02, 2013, 06:08:33 pm
I am not convinced that this share will shoot the lights out - it made some of its profits on exchange rate differences and in some cases it's quotas have been reduced. The share was trading at R 79.50 on 25/06/2013 so I do think at current levels it is fully priced having increased quite dramatically in just over a month. Its P/E and future P/E are both above 16 which in their sector may or may not be acceptable
They won't let the Glenryke label issue get them off buying the fishing rights and quotas. This acquisition will reflect positively in their next results and even more in time to come.
Title: Re: Pulverized Sand Box
Post by: Moonraker on August 02, 2013, 08:16:40 pm
OCE ? well sure, but like agri shares one is at the mercy of nature.
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 05, 2013, 07:31:22 am
OCE ? well sure, but like agri shares one is at the mercy of nature.

Thus Mr Bond, what you saying is that God is looking after my investment...........I can live with that. O:-)
Title: Re: Pulverized Sand Box
Post by: Moonraker on August 05, 2013, 03:08:38 pm
OCE ? well sure, but like agri shares one is at the mercy of nature.

Thus Mr Bond, what you saying is that God is looking after my investment...........I can live with that. O:-)
Maybe, maybe not.

Title: Re: Pulverized Sand Box
Post by: jaDEB on August 05, 2013, 03:12:07 pm
Nice one Mr Bond, Nice one.
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 19, 2013, 01:55:32 pm
with letters to be read,
i must have gone to lunch 1/2 past 12
the day before you came.....

ABBA blasting full volume....   ???  ???  :wall:

Title: Re: Pulverized Sand Box
Post by: Orca on August 19, 2013, 03:00:02 pm
You kicking sand into my face jaDEB. Move to the far end.
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 21, 2013, 02:01:57 pm
Ok, Ok, I spoke to my imaginary friend Barren Wuffet, OCE needs to climb and SGL fall. Put alert on SGL for R8, if it hits that I am back there again....  ::)  :-[  :-X
Title: Re: Pulverized Sand Box
Post by: tgg78703 on August 21, 2013, 04:50:50 pm
I,m hoping that it will fall back to R8. I sold my real holdings yesterday. Was scared what could happen with the labour issues.

Been very sorry so far :'(
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 21, 2013, 05:03:42 pm
No, u are correct in selling when you feel it was right. It could have gone down today or even tomorrow. What did u buy / Sell at?
Title: Re: Pulverized Sand Box
Post by: tgg78703 on August 21, 2013, 05:47:53 pm
will have to check actuals, but I sold at 9.7, my average cost then was 9. So I Made a slight profit. My first buy was at 12, but I bought alot after they fell to get my buy average down.

I was major down on this stock as some stage, but kept on buying more. So decided to sell and get out while I was in slight profit with the strikes looming. Think I was like 30% down at some stage.

Was not good for sound sleeping. But I will buy them back once the shit is sorted. So I actually hope there are some issues so the price drops, if I can buy back at 8 that will be a major bargain.
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 22, 2013, 05:59:22 pm
Just check this, CML & OCE. If you bought in the beginning and sold say after 8 years, you would have made next to nothing. Or is I missing something?

Title: Re: Pulverized Sand Box
Post by: Moonraker on August 22, 2013, 07:23:24 pm
Ja, it's a graph thing, just like a mercator projection of the earth distorts the poles and Greenland looks so big it's scary.  :D

Check out the green highlighted area, the dates and closes for OCE in my gif below.  8)
The gain is 548,57% between Sept 1 1993 and Jan 1 2002 !
Title: Re: Pulverized Sand Box
Post by: Orca on August 22, 2013, 08:20:15 pm
Moenie worry nie. My best stocks for the year are OCE, EOH and OMN as I stated before. I hope you have Real money in OCE jaDEB. Pity I did not listen to myself. :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 03, 2013, 06:17:43 pm
Surely if we can do this in competition we can do it in real life.  :wall:

Investor challenge:-
                                Code   Name   No. of shares   Ave. cost (excl fees)   Current price   % growth
jaDEB                        SGL    Sibanye Gold Limited    92818    858    1035                   20.56%
Moneypenny              ATL    ATLATSA RESOURCES CORP    29683    225    394                    75.11%
Bounce                      LON    Lonmin plc    5000    3748    5473                                    46.02%
Patrick                       APN    Aspen Pharmacare Hldgs L    524    18942    23213           22.55%
Orca                          CML    CORONATION FUND MNGRS LD    6603    5406    6601    22.11%
Mr Bond                    MND    Mondi Ltd    400    11924    16652                                         39.65%

Sry cannot do all peoples.

Title: Re: Pulverized Sand Box
Post by: Orca on September 03, 2013, 07:16:18 pm
Yeah jaDEB. Unfortunately the shares I picked for the challenge I hold in my real account. Also, unfortunately I cannot sell the dam stuff on the challenge or in my real portfolio. I can only watch my money disappear as I would sell CML asap before she corrects big time. She is overweight, overbought and over valued and over some other stuff.
SARS  :frustrated:

   
Title: Re: Pulverized Sand Box
Post by: tgg78703 on September 03, 2013, 08:58:30 pm

LON    Lonmin plc   2747   3629   5473   50.81%   R150,343.31   14.14%

TKG    Telkom SA SOC Ltd   30528   1305   2262   73.33%   R690,543.36   58%


Jadeb feel a bit left out that you neglected to mention my 50.81 on lon and Jaymeb,s 73.33 on TKG.

The thing that makes me bit sick to the lowest part of my stomach, is that I was looking to buy TKG for my personal portfolio at 12.50 and some know it all (Wayne Mc currie) on Moneyweb said that he sees it going below 10.00, So I left it.

i no longer follow moneyweb

Title: Re: Pulverized Sand Box
Post by: Moneypenny on September 04, 2013, 09:42:28 am
I'm thinking you still haven't missed the bus tgg.

I'm keeping TKG & ATL for a new 3yr cycle started just recently.  LON, APN, CML on the other hand, I think is going down. 

Oh! do stay calm, I'm a professional amateur after all. 

MND also not too bad and on SGL I'm clueless.

Didn't we have a ranking list for companies somewhere or was that just part of a blog, can remember - information overload.
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 18, 2013, 10:16:39 am
Damn this is still awesome stuff ....
Title: Re: Pulverized Sand Box
Post by: Patrick on September 18, 2013, 11:15:36 am
Didn't we have a ranking list for companies somewhere or was that just part of a blog, can remember - information overload.

http://www.investorchallenge.co.za/com_share_stats.php

You can find the link under the buy shares page, right on top.
Title: Re: Pulverized Sand Box
Post by: Patrick on September 18, 2013, 11:24:12 am
Here are the top gainers excluding the penny shares
Title: Re: Pulverized Sand Box
Post by: Moneypenny on September 18, 2013, 11:35:52 am
Thanks, found it recently.
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 18, 2013, 11:38:42 am
Damn even in this comp CML is mostly invested R18,707,191. and uhh Patrick where is my SGL on the top gainers, or do u classify Captain awesome share as a penny share  :frustrated:
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 18, 2013, 11:41:45 am
Fear & Greed Index at 54...

Title: Re: Pulverized Sand Box
Post by: Patrick on September 18, 2013, 11:51:17 am
and uhh Patrick where is my SGL on the top gainers, or do u classify Captain awesome share as a penny share  :frustrated:

Pah, it's only gained 27% since first purchased. I only listed those with 40% and above. Tell if to get a move on if you want to see it here  :laugh:
Title: Re: Pulverized Sand Box
Post by: Moneypenny on September 18, 2013, 12:04:48 pm
Ja jaDEB, you're playing with the big boys now.

Pft 27% nogal.
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 18, 2013, 12:23:25 pm
 :LHST:  :LHST:  :wall:
Title: Re: Pulverized Sand Box
Post by: Orca on September 18, 2013, 05:55:40 pm
OK everyone. Out this sandbox NOW. It is reserved for me only.  :mad:
PNC made NO profit last 6m. Even bosses selling.
MTA made poor profits so tanking. Now hurrying to acquire foreign Co. to save themselves (and me).
CML is overweight and been flat too long so investors loosing interest.

I normally would have sold all by now but cannot as my gains have been too high and I still have a year and a half left to pay CGT instead of normal tax. :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 02, 2013, 10:44:31 am
Dammit talking to myself again ....
Title: Re: Pulverized Sand Box
Post by: Orca on October 02, 2013, 05:13:53 pm
jaDEB  :frustrated: Out the box now please. I have been sitting here for 2 weeks already and will only get out when my stocks recover.
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 02, 2013, 05:36:46 pm
Patience is the thief of my sand ...... :frustrated:

Title: Re: Pulverized Sand Box
Post by: jaDEB on October 09, 2013, 08:15:27 am
Vodacom and MTN led the declines in the blue-chip top 40 index in early trade on Monday, with Vodacom tumbling more than 5% and MTN dropping more than 3% after the industry regulator’s decision to lower mobile terminate rates.

The Independent Communications Authority of SA (Icasa) said on Friday it would lower the mobile termination rate to 10c by 2016, from 40c currently.

The termination rate is a fee that mobile operators pay each other to carry each others’ calls
Title: Re: Pulverized Sand Box
Post by: gcr on October 09, 2013, 09:44:42 am
Vodacom and MTN led the declines in the blue-chip top 40 index in early trade on Monday, with Vodacom tumbling more than 5% and MTN dropping more than 3% after the industry regulator’s decision to lower mobile terminate rates.

The Independent Communications Authority of SA (Icasa) said on Friday it would lower the mobile termination rate to 10c by 2016, from 40c currently.

The termination rate is a fee that mobile operators pay each other to carry each others’ calls
Was a great opportunity to buy Vodacom - I bought yesterday at just under R 113 and will sit with them for the next few years. I think the market over reacted to the announcement by Icasa and also the charge is supposed to be reduced over a 3 year period. Should be an interesting trip from hereonin
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 10, 2013, 08:36:11 am
Brait’s portfolio company , Premier, entered into a transaction to acquire the entire issued share capital of LGL from Electra Private Equity PLC and others.

I need to expand my knowledge .. I get a news letter every morning. I will choose a share and "clap" it here.
 
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 16, 2013, 09:24:02 am
PPC  :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 18, 2013, 08:42:06 am
BTI  :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 23, 2013, 03:46:17 pm
 :wtf:, Coffee fell over and onto my laptop. Using loan PC. lol ....  :LHST:  :LHST: :wall: :wall: :frustrated: :frustrated: :frustrated:
Title: Re: Pulverized Sand Box
Post by: Orca on October 23, 2013, 04:54:04 pm
Why you do that?  :frustrated: I keep telling the kids not to drink while using the laptop.
Wondered where you were.
Title: Re: Pulverized Sand Box
Post by: Moneypenny on October 24, 2013, 09:06:42 am
Ja, never drink & type jaDEB. ;)
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 24, 2013, 09:12:53 am
I do need my coffee, will put it some where else. To top it, I was working the weekend on a thingy to complete it by Monday. And lost 4 hours trying to sort my laptop. But yes, as they say, murphy will come and visit you at times....
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 24, 2013, 12:57:47 pm
Got 23000 1TM that I bought @ 9c on my and my brother Darryl, and other Brother Darril's portfolio. Just before it was suspended. Is there hope ...  :'(

RENEWAL OF CAUTIONARY ANNOUNCEMENT



Further to the cautionary announcement dated 30 March 2012, and the subsequent renewal of
cautionary announcements, the last of which was dated 11 September 2013, shareholders are advised
that the 1time airline Proprietary Limited final liquidation and the Jetworx Aircraft Service Proprietary
Limited final liquidation, which may have a material effect on the price of 1time’s securities, are still being
determined.

Accordingly, shareholders are advised to continue exercising caution when dealing in the Company’s
securities, until a further announcement is made.


Johannesburg
24 October 2013

Title: Re: Pulverized Sand Box
Post by: jaDEB on October 25, 2013, 10:21:37 am
SOL  :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 29, 2013, 09:56:10 am
 ???
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 30, 2013, 05:02:38 pm
 ::)
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 01, 2013, 08:49:24 am
 :'(
Title: Re: Pulverized Sand Box
Post by: Orca on November 01, 2013, 09:21:44 am
OCE is only going to have a last look at the 200sma.   :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 04, 2013, 11:32:31 am
FFS, even they have CML ?Berkshire Hathaway’s third-quarter profit climbed 29%.... :LHST:
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 13, 2013, 11:08:57 am
Here is some info i is gathering ... thinking.

Chart is Glencore London

Copper 30%
Zinc 13%
Nickel 3%
Coal 14%
Oil 4%
Marketing metals 22%
Marketing energy 16%
Marketing agri 1%
Corp and other (3%)

"Glencore will have a diversified and defensive asset base with an increasingly strong cost curve
position. With our strong balance sheet and cash flow, I am pleased to remind investors of our
commitment to return cash to shareholders.”
Ivan Glasenberg, Chief Executive of Glencore at the Glencore investor day, 10 September 2013

Material cash flow growth remains on track for 2013-2015

commissioning of existing organic growth projects

full earnings from recent bolt-on acquisitions

at least $2bn of merger synergies from 2014

Phase 3 to come

Base dividend to remain competitive with sector while growth phase completes

…. and to be reviewed after that, adjusted to reflect expected future cash flows, leverage and asset disposal processes underway

in addition, excess capital will be returned to shareholders in most efficient manner



Title: Re: Pulverized Sand Box
Post by: jaDEB on November 13, 2013, 03:06:04 pm
OK bought GLN.

Portfolio Update

Port 1.

100% GLN

Port 2

100% OCE

Port 3

100% OCE

Title: Re: Pulverized Sand Box
Post by: Patrick on November 13, 2013, 04:03:50 pm
Sometime you'll have to explain your one share at a time strategy, and let us know if it's working for you...
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 13, 2013, 04:35:23 pm
I look after 3 Portfolio's.

1 is mine.
1 is mine, my brother Darryl and other brother Darryl (33% ea)
1 is another persons.

Bread, from the "other" forum, started a thread ramblings of a 1 share wonder. And I decided to do the same. I just have 1 share. that's it. So far have been not be able to be very succesful.  :frustrated:
Title: Re: Pulverized Sand Box
Post by: Orca on November 13, 2013, 06:39:35 pm
So, jaDEB. I presume your real name is also Darryl.  ^-^ Bread is gone for long time now. Perhaps sitting on a street corner with a hat between his legs. Homeless due to his attempt at 1 share portfolio. Win big or loose big.
Do you remember years ago when I started the 1 share thing with my CML? It attracted a huge audience that carried on for at least a year. Everyone shouted at me to diversify and called me crazy to punt my pension money into 1 share.
I took a calculated risk and Bread took a risk. When his floundered, he ducked.
There are not many shares you can do this with so I wish you well.
Pity you did not use OMN or wait for MTA to get into gear. 
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 14, 2013, 08:45:09 am
No, Bread is still there, got mail from him on other site on Monday.

There are not many shares you can do this with so I wish you well. Thanks

I will keep trying.  :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 18, 2013, 10:22:52 am
http://www.moneyweb.co.za/moneyweb-unit-trusts/the-most-popular-stocks-on-the-jse

Sasol
Anglo American
MTN Group
BHP Billiton
British American Tobacco
Naspers
SABMiller
Richemont
Old Mutual
FirstRand
 
The article also shows the bottom 10.
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 21, 2013, 11:09:29 am
There  ??? goes  :frustrated: my  :wall: bar one.
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 22, 2013, 12:13:37 pm
Damn, not having a good week. ...  :'(
Title: Re: Pulverized Sand Box
Post by: Orca on November 22, 2013, 01:27:13 pm
wonder who is having a good week.
Title: Re: Pulverized Sand Box
Post by: Moonraker on November 25, 2013, 02:13:41 pm
wonder who is having a good week.
Yup, seconds from disaster.  ;D

Title: Re: Pulverized Sand Box
Post by: jaDEB on November 28, 2013, 12:27:54 pm
 :wtf: I was just told that my investment philosophy is not a pyramid scheme. Also that it is not as stable as a pyramid scheme ..
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 02, 2013, 11:32:29 am
I use Kcast - Think Mr Bond introduced it to me...

http://applications.kitco.com/supportcenter/taskbar/index.html

Kcast for Windows - Precious metal rates and prices, gold, silver, market indices and more on Kitco Kcast

My mouse moved while open, and it changed my gold from USD to CAD .... I thought - awesome gold is going up........Ja / Nee ... Monday continues.

Title: Re: Pulverized Sand Box
Post by: jaDEB on December 04, 2013, 06:21:38 pm
Only have small amount - Bought 23 000 @ 9c .... before  :frustrated:

 :TU:

1time Holdings Limited - Acquisition Of Global Airways Limited And Renewal Of Cautionary Announcement

Release Date: 04/12/2013 17:44:00      Code(s): 1TM       
Acquisition of Global Airways Limited and renewal of cautionary announcement

1time holdings Limited
Incorporated in the Republic of South Africa
(Registration number 1999/017536/06)
JSE code: 1TM ISIN: ZAE000102026
(“1time” or “the Company”)


ACQUISITION OF GLOBAL AIRWAYS LIMITED AND RENEWAL OF CAUTIONARY
ANNOUNCEMENT


1. INTRODUCTION

   The board of directors of 1time is pleased to advise shareholders that 1time has entered into a binding
   agreement with Global Aviation Holdings Limited (“Global Aviation”) and Pak Africa Trade Zone
   Proprietary Limited (“Pak Africa”) on 2 December 2013, to acquire 100% of the issued share capital of
   Global Airways Limited (“Global Airways”) (“the Acquisition”). The consideration in respect of the
   Acquisition is R21.6 million, to be settled by way of the issue of 720 million 1time ordinary shares
   (“Subscription Shares”) at an issue price of 3 cents per share (“the Purchase Consideration”).

2. THE ACQUISITION

   2.1 Nature of Global Airways

        Global Airways is a British Virgin Islands based entity operating in the aviation industry. Their
        operating activities include acquisition, refurbishment, heavy maintenance, leasing and chartering
        of aircraft.

        Established in 2010, Global Airways’ primary strategy is to offer fully crewed, maintained and
        insured aircraft in the most cost effective manner. Global Airways provides aircraft both locally and
        internationally, to meet short- and long-term needs. Furthermore, they also provide tailor-made
        leases that meet the strategic needs of the client, ranging from Wet, Damp or Dry leases. The
        aircraft leasing and aviation support services can provide instant airline services with aircraft, crew
        and operational support.

        The Maintenance and Operations Control Center are located at O.R Tambo International Airport in
        Johannesburg, South Africa.

   2.2 The rationale for the Acquisition

        1time was once South Africa’s fastest growing low-cost airline, capturing approximately 15% of the
        domestic market, carrying two million passengers a year and completing in excess of 1 500 flights
        per month. Customers associated 1time with excellent levels of service that resulted in the airline
        being voted Africa’s best low cost air carrier for three consecutive years from 2008 to 2010.
        However, due to a number of economic factors, 1time became financially distressed and entered
        into Business Rescue. The result of which was the liquidation of both its operating subsidiaries.

        1time views the Acquisition as a viable means of reviving the Company due to Global Airways
        having a successful track record in the aviation industry. The restructuring of the Company will
        enable 1time to operate as a low-cost carrier once again. Global Airways brings with it years of
        experience and is the holder of a valid Airline Operators Certificate for both scheduled and non-
        scheduled flights.

   2.3 Purchase Consideration

         The Purchase Consideration shall, on the subscription date, being the third business day
         succeeding the date on which all of the conditions precedent have been fulfilled or waived, be
         allotted and issued in the following proportions:

         -   Pak Africa: 450 million shares; and
         -   Global Aviation: 270 million shares.

    2.3 Conditions Precedent and effective date

          The conditions precedent that must be met, are as follows:

          2.3.1 As at the date of signature of the Agreement, the net asset value of Global Airways is no
                less than R30 million;

          2.3.2 The shareholders of 1time passing the required resolutions to give effect to the Agreement
                in terms of the provisions of sections 41(1) and 41(3) of the Companies Act, 2008 (Act 71 of
                2008), as amended and section 5.51 of the JSE Listings Requirements;

          2.3.3 Global Airways shareholders passing a special resolution authorising the alienation of the
                100% shareholding in Global Airways, against the subscription and acquisition of the
                Subscription Shares; and

          2.3.4 The parties hereto, acquiring the necessary authorisation and consent from the JSE as may
                be required in giving effect to the Agreement.

          The effective date of the Acquisition is the date upon fulfilment, or waiver thereof, of all the
          conditions precedent.

3   PRO FORMA FINANCIAL EFFECTS

    The pro forma financial effects of the Acquisition on the reported financial information of 1time are in the
    process of being finalised and will be announced to shareholders in due course.

4   CLASSIFICATION OF THE ACQUISITION AND CIRCULAR TO SHAREHOLDERS

    The Acquisition, which is classified as a Category 1 transaction in terms of the JSE Listings
    Requirements, requires shareholder approval. Accordingly, a circular containing full details of the
    proposed Acquisition, Revised Listing Particulars of 1time, and, a notice to convene a general meeting of
    1time shareholders in order to consider and if deemed fit, to pass with or without modification, the
    resolutions necessary to approve and implement the Acquisition, will be sent to 1time shareholders in
    due course, subject to the conclusion of the Agreement.

5   RENEWAL OF CAUTIONARY ANNOUNCEMENT

    Further to paragraph 3 above, shareholders are advised to continue exercising caution when dealing in
    1time securities until a further announcement, incorporating the pro forma financial effects of the
    Acquisition, is made.

Johannesburg
4 December 2013

Sponsor
Merchantec Capital

Date: 04/12/2013 05:44:00 Produced by the JSE SENS Department. The SENS service is an information dissemination service administered by the JSE Limited ('JSE').
The JSE does not, whether expressly, tacitly or implicitly, represent, warrant or in any way guarantee the truth, accuracy or completeness of
 the information published on SENS. The JSE, their officers, employees and agents accept no liability for (or in respect of) any direct,
indirect, incidental or consequential loss or damage of any kind or nature, howsoever arising, from the use of SENS or the use of, or reliance on,
 information disseminated through SENS.
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 07, 2014, 11:17:58 am
Update.

My Port

100% GLN

My Port & Brother Darryl and other Brother Darril

100% GLN

Some1 else port

100% OCE - Soon to change ...  :frustrated:  :wall:

Title: Re: Pulverized Sand Box
Post by: jaDEB on January 21, 2014, 02:13:36 pm
For new people, you wonder why would they bring out a sens anouncement when the share is suspended. Telling you shareholders are advised to continue exercising caution when dealing in the Company’s securities.

Years ago I had Quicko shares, it was suspended at 6c. I recieved a letter from some brokarage company offering me 3 c a share, I phoned my broker and he said do not reply or take the offer. Couple of weeks later it was unsuspended and opened at6c. I think I sold at about 13c



Release Date: 21/01/2014 11:20:00      Code(s): 1TM       
Renewal of cautionary announcement

1time holdings Limited
Incorporated in the Republic of South Africa
(Registration number 1999/017536/06)
JSE code: 1TM ISIN: ZAE000102026
(“1time” or “the Company”)


RENEWAL OF CAUTIONARY ANNOUNCEMENT



Further to the cautionary announcement dated 30 March 2012, and the subsequent renewal of
cautionary announcements, the last of which was dated 4 December 2013, shareholders are advised
that the 1time airline Proprietary Limited final liquidation, which may have a material effect on the price
of 1time’s securities, is still being determined.

Furthermore, until the pro forma financial effects of the Acquisition as contemplated in the Acquisition of
Global Airways Limited announcement issued on 4 December 2013 are announced, shareholders are
advised to continue exercising caution when dealing in the Company’s securities, until a further
announcement is made.


Johannesburg
21 January 2014

Sponsor
Merchantec Capital
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 23, 2014, 04:48:37 pm
Noob Question ! Sorry ...

If a share is upgraded / Down graded to overweight. What does that mean?

Let me explain with an example. Assume I have decided I want to invest a total of $100,000 in shares of ten different companies. I have chosen the ten companies, but now I have to decide how much to invest in each one. If an analyst rates a stock "overweight" that means he thinks I should invest a larger percentage in that stock. Similarly, and "underweight" rating indicates the the analysts thinks I should invest a smaller percentage in that stock. So, if five of the ten stocks I chose are rated neutral, three are rated overweight and two are rated underweight I might

Cool Thanks jaDEB

Title: Re: Pulverized Sand Box
Post by: Orca on January 23, 2014, 06:07:18 pm
Overweight = Overbought and can go higher for a long time.
Underweight = Oversold and can go lower.

Both are Short Term terminologies. For long term, it means nothing in my book.
Title: Re: Pulverized Sand Box
Post by: Orca on January 31, 2014, 05:03:50 pm
Not going to look at my portfolio anymore. Too depressing.
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 10, 2014, 10:13:47 am
Update.

My Port

100% GLN

My Port & Brother Darryl and other Brother Darril

100% HAR @ R 29.65   :LHST:  :LHST:  :LHST:  :LHST:  8)

Some1 else port

100% OCE
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 10, 2014, 11:11:15 am
Thanks  ;D
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 03, 2014, 02:07:50 pm
My look @ List.

ABL
OCE
GLN
CFR
BVT
SAB
MTN
Title: Re: Pulverized Sand Box
Post by: Orca on March 03, 2014, 06:46:29 pm
I will also have a look at your list tonight as I need to sell some of my CML and PNC this new tax year.
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 04, 2014, 08:15:01 am
Thanks
Title: Re: Pulverized Sand Box
Post by: Orca on March 04, 2014, 01:08:57 pm
Checked the technicals purely for my own use and not for advice.

ABL. In a long term down trend. Trading under the 200SMA and no reversal seen yet.

OCE. Looks OK for long term. Won't shoot the lights out though.

GLN. Chart not responding.

CFR. A good and steady performer. Running up with a high PE for a long time but remains a great stock to hold.

BVT. Looks good but has had some large draw downs that will worry me too much.

SAB. Great stock with good growth but will have to wait for a pull back after the gains of late.

MTN. Looking at the chart makes me sea sick.

I must keep OCE, CFR and SAB in my radar.
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 04, 2014, 03:28:33 pm
Thanks for the info Orca. Attached is GLN, use code GLEN.L for graph.

I agree with all your comments, I think though that ABL might have future upturn potential. Will keep an eye on it.

Title: Re: Pulverized Sand Box
Post by: jaDEB on March 06, 2014, 09:28:53 am

                                             High               Low (2013)               PE                    NAV
OCE                                        R97               R67                          16                    R15.59
ABL  (Had rights issue)             R32               R9.35 (2014)             23                    R10.67

UT Holdings  Dec 2013        Sep 2013
OCE        6,133,309       3,899,008
ABL         128,438,229   38,334,058     -  Coronation Asset Management - 16%

Potencial :

OCE   Low / Medium
ABL    High - Long term

Risk:

OCE   Low / Medium
ABL    High - Nose bleed high.




OCE just went under R80
 
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 06, 2014, 11:13:24 am
Bought ABL  ???  8)


Update.

My Port

100% GLN

My Port & Brother Darryl and other Brother Darril

100% ABL           

Some1 else port

100% OCE


GlencoreXstrata plans to acquire additional coal assets in South Africa as it does not expect the competition laws to hinder further acquisitions. However, the company plans to sell its platinum assets in South Africa.
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 10, 2014, 01:54:55 pm
 :wall:  :whistle:  :wall:  :frustrated:  :laugh:
Title: Re: Pulverized Sand Box
Post by: Orca on March 10, 2014, 08:02:07 pm
Feeling lonely with negative returns. Don't. Most of us are there. Look at my PNC. Down over 10% in 2 days and I'm not worried at all. It will recover eventually.  :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 12, 2014, 08:59:46 am
From now I is using Bloomberg graphs (1 year w 20 days Bollinger bands)

 
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 16, 2014, 09:54:19 am
Here you go jaDEB, have this for Sunday breakfast before you take your tablets.   :whistle: :frustrated:

Griffin is obviously sitting at the pool, basking in the golden  ;) sunlight ...  good for you. (PS. I frikkin hate SL  :wall:)

I think that with copper turning, I should be at my lows for GLN.

African bank, I think it can go lower, but I am hoping that their next results, news should be more possitive. This 1 is very risky ....

OCE seems to be ok, plodding allong, no fireworks.

I will tell my wife tonight while she is watching strickly come dancing ... upset her day as well ...  :laugh:

Title: Re: Pulverized Sand Box
Post by: aae on March 16, 2014, 08:05:54 pm
SGL has been the gold company to attract all the money so far, I think the rest will now play catchup, So HAR ,GFI and the rest should recover as well
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 18, 2014, 08:21:27 am
The use of Bollinger Bands varies widely among traders. Some traders buy when price touches the lower Bollinger Band and exit when price touches the moving average in the center of the bands. Other traders buy when price breaks above the upper Bollinger Band or sell when price falls below the lower Bollinger Band.[4] Moreover, the use of Bollinger Bands is not confined to stock traders; options traders, most notably implied volatility traders, often sell options when Bollinger Bands are historically far apart or buy options when the Bollinger Bands are historically close together, in both instances, expecting volatility to revert towards the average historical volatility level for the stock.
 
When the bands lie close together, a period of low volatility is indicated.[5] Conversely, as the bands expand, an increase in price action/market volatility is indicated.[5] When the bands have only a slight slope and track approximately parallel for an extended time, the price will generally be found to oscillate between the bands as though in a channel.
 
Traders are often inclined to use Bollinger Bands with other indicators to confirm price action. In particular, the use of oscillator-like Bollinger Bands will often be coupled with a non-oscillator indicator-like chart patterns or a trendline. If these indicators confirm the recommendation of the Bollinger Bands, the trader will have greater conviction that the bands are predicting correct price action in relation to market volatility

Effectiveness[edit]
 
Various studies of the effectiveness of the Bollinger Band strategy have been performed with mixed results. In 2007 Lento et al. published an analysis using a variety of formats (different moving average timescales, and standard deviation ranges) and markets (e.g., Dow Jones and Forex).[6] Analysis of the trades, spanning a decade from 1995 onwards, found no evidence of consistence performance over the standard "buy and hold" approach. The authors did, however, find that a simple reversal of the strategy ("contrarian Bollinger Band") produced positive returns in a variety of markets.
 
Similar results were found in another study, which concluded that Bollinger Band trading strategies may be effective in the Chinese marketplace, stating: "Finally, we find significant positive returns on buy trades generated by the contrarian version of the moving-average crossover rule, the channel breakout rule, and the Bollinger Band trading rule, after accounting for transaction costs of 0.50 percent."[7] (By "the contrarian version", they mean buying when the conventional rule mandates selling, and vice versa.)
 
A paper from 2008 uses Bollinger Bands in forecasting the yield curve.[8]
 
Companies like Forbes suggest that the use of Bollinger Bands is a simple and often an effective strategy but stop-loss orders should be used to mitigate losses from market pressure.
Title: Re: Pulverized Sand Box
Post by: Orca on March 18, 2014, 10:30:19 am
My view of the BB'S is this. Stocks that have been in a steady non volatile uptrend will bounce between the BBM and BBU. ie the middle band and the upper band. Once they get more volatile, they will bounce between the BBL and push the BBU higher.
The more volatile a stock is, the less they respect these bands and push the BBL downwards.
CML is a perfect example. For years she bounced off the BBM and as she got a bit more volatile due to the higher PE, she started to disrespect the BBM and now respects the BBL?
Another one would be OMN.
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 24, 2014, 09:24:18 am
 :whistle:
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 25, 2014, 12:23:52 pm
GLN  ;)

OCE  ;)

ABL  ???

HAR  :frustrated:   :question:   :question: jaDEB is thinking again

Title: Re: Pulverized Sand Box
Post by: jaDEB on March 27, 2014, 10:18:47 am
Platinum.  :question:  :whistle:
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 27, 2014, 11:16:41 am
If this is true? why are the share prices not tanking?

Johannesburg - Platinum giant Lonmin has asked its non-striking staff to take leave to cut costs and help the company survive, a spokesperson said on Thursday.

"They have been asked to take some of their accumulated leave at this time," Sue Vey told Sapa.

"This is to safeguard the business, so if they can take leave, this would help the survival of the business."

A company memorandum regarding this was sent out to workers on Tuesday.

"People have started taking leave... It's basically for cost-cutting measures across the company."
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 30, 2014, 09:27:13 am
GNL -  8)
HAR -  :question:
ABL -  8)  ???  ;)
OCE -  :TU:  :whistle:
Title: Re: Pulverized Sand Box
Post by: Orca on March 30, 2014, 02:30:23 pm
Where do you get these charts jaDEB? I don't trust Reuters anymore.
Title: Re: Pulverized Sand Box
Post by: Moonraker on March 30, 2014, 03:53:00 pm
Not far off..
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 31, 2014, 08:09:36 am
Where do you get these charts jaDEB? I don't trust Reuters anymore.

Bloomberg
Title: Re: Pulverized Sand Box
Post by: Orca on March 31, 2014, 06:34:03 pm
Where do you get these charts jaDEB? I don't trust Reuters anymore.

Bloomberg

They seem to be a day behind.
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 01, 2014, 09:34:51 am
@ Orca. It seems ok.
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 01, 2014, 12:46:31 pm
GNL  -  8)   :whistle:
ABL -   :P
OCE -   ;)
HAR -  ???  :(   :whistle:  Time to have a look at this 1, below what I sold it at.


The graphs is previous day close, the snapshot graph, daily, is up to date (15min delay)
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 02, 2014, 08:56:19 am
Not to sure what to read into this, Date of April 1 (April fools). Any 1 can shed some light on it, will appreciate.

Speculation1 April 2014

Page Body 1

BHP Billiton notes recent speculation about the Group’s portfolio.

As we have said previously, the simplification of our portfolio is a priority and is something we have pursued for several years. In the last two years alone, the Group has announced or completed divestments in Australia, the United States, Canada, South Africa and the United Kingdom, including petroleum, copper, coal, mineral sands, uranium and diamonds assets.

We believe that a portfolio focused on our major iron ore, copper, coal and petroleum assets would retain the benefits of diversification, generate stronger growth in free cash flow and a superior return on investment. By increasing our focus on these four pillars, with potash as a potential fifth, we will be able to more quickly improve the productivity and performance of our largest businesses.

We continue to actively study the next phase of simplification, including structural options, but will only pursue options that maximise value for BHP Billiton shareholders.  Any course of action remains subject to detailed review and an assessment of alternatives.
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 02, 2014, 09:53:33 am
Global mining giant BHP Billiton is considering spinning-off its aluminium, bauxite and nickel assets into a single entity that would be worth about Aus$20-billion ($18.5-billion), reports said Wednesday.
 
The Anglo-Australian resources company wants to demerge "non-core" assets that are not providing adequate returns, as part of a streamlining process that will focus its portfolio on top-tier assets, the Australian Financial Review said.
 
It said BHP, which this year announced an 83 percent rise in interim net profit to US$8.1-billion, would keep the lucrative operations that are central to its "four pillars" strategy - iron ore, coal, petroleum and copper.
 
The Australian newspaper said the resources giant was considering demerging all its non-core assets, rather than selling them off individually.
 
It said the strategy had worked for BHP in the past, when it spun off its steel assets into OneSteel and BlueScope in 2000-01.
 
BHP responded to the speculation by saying it was actively studying the next phase of simplifying its portfolio "but will only pursue options that maximise value for BHP Billiton shareholders".
 
"We believe that a portfolio focused on our major iron ore, copper, coal and petroleum assets would retain the benefits of diversification, generate stronger growth in free cash flow and a superior return on investment," it said.
 
"By increasing our focus on these four pillars, with potash as a potential fifth, we will be able to more quickly improve the productivity and performance of our largest businesses."
 
BHP shares were up 0.93 percent at Aus$37.39 in late afternoon trading on the Australian Stock Exchange.
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 03, 2014, 08:25:31 am
GLN -  ::)
OCE -  :P
ABL -   :(  :frustrated:
SGL -  :question:  :laugh:

Title: Re: Pulverized Sand Box
Post by: jaDEB on April 07, 2014, 08:23:47 am
GLN -  8)
ABL -  8)
OCE -   :)
NPN -  :question:

Title: Re: Pulverized Sand Box
Post by: Orca on April 07, 2014, 01:56:58 pm
I picked NPN purely on technicals for the competition without looking at Tencent.  :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 09, 2014, 08:09:14 am
GLN -  :-X
ABL -  :-X
OCE -  :-X
AVL -  :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 10, 2014, 01:27:54 pm
 ;)
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 22, 2014, 08:53:18 am
ABL -  8)
GLN -  8)
OCE -  :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 23, 2014, 03:09:53 pm
Any one have an Idea why ABL is up 7% ....  :P  :D  :whistle:
Title: Re: Pulverized Sand Box
Post by: Patrick on April 24, 2014, 07:43:55 am
Any one have an Idea why ABL is up 7% ....  :P  :D  :whistle:

Well normally shares go up just after you sell  ;)
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 24, 2014, 08:55:10 am
Nope, still have it. And also in Comp.

ABL -  ;D  8)  ???
GNL -  :-X
OCE -  :frustrated:
BIL -  :-X
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 28, 2014, 10:45:23 am
JOHANNESBURG (Reuters) - African Bank Investments has entered a non-binding agreement with Edcon to be a secondary credit provider for the South African retailer's customers, the two companies said on Friday.

The bank, which also sells furniture on credit, has suffered from a rise in bad loans as debt-laden South Africans struggle to meet their obligations against a backdrop of stubborn unemployment and rising inflation.

Absa, the South African unit of Barclays Africa Group, became the primary credit provider for Edcon customers when it bought the private label store's card portfolio for 10 billion rand ($940 million) in 2012.

"As a secondary credit provider, African Bank would provide credit to Edcon customers who do not fit within the Absa Bank credit criteria," Edcon said in a statement.

Abil said signing the term sheet with Edcon formed the basis for negotiations and customers would be granted credit subject to its lending criteria.

Despite relatively easy access to credit, many South Africans have scaled back consumption, hit by higher fuel and electricity prices and rising interest rates in Africa's most advanced economy.

Retail sales growth in February came in at 2.2 percent year-on-year in February, much lower than the 3.5 percent analysts had expected.
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 29, 2014, 10:06:52 am
ABL -  :TU:
GLN -  8)
OCE -  :-X  >:(
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 02, 2014, 10:42:31 am
Sold ABL @ R11 - small profit  :frustrated:
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 05, 2014, 09:19:36 am
Sold ABL - Need to buy something...
Title: Re: Pulverized Sand Box
Post by: Nivek on May 05, 2014, 11:26:47 am
I'm having a hard time finding value in the market at the current prices.
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 05, 2014, 06:02:38 pm
Update :

Port 1. - jaDEB's

GLN - 100 %

Port 2. Mine, Brother Darrel & Other Brother Darrel

GLN - 100 % - Dodged bullet with ABL -  :whistle:

Port 3.

Not important anymore - removed from list.

Title: Re: Pulverized Sand Box
Post by: jaDEB on May 06, 2014, 08:40:22 am
I do not care who says what, lately not much on this site  :-[ , but looking at graphs to predict what the share price is going to do means nothing.... ABL.

Title: Re: Pulverized Sand Box
Post by: jaDEB on May 06, 2014, 09:28:01 am
MTN & VOD
Title: Re: Pulverized Sand Box
Post by: Patrick on May 06, 2014, 12:38:44 pm
I had Vodacom until mid last year. It was driving me nuts. Both feature highly in the indi though, so I have some interest. Where do you think this price war is going to leave them?
Title: Re: Pulverized Sand Box
Post by: Orca on May 06, 2014, 01:06:06 pm
Dunno but about 4 days ago she hit support and made a confirmed Morning Star Candle reversal. So up she goes.
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 06, 2014, 01:55:09 pm
Put it here to remind me it is on my radar. I think the price war will hurt, saying that, the telecon market is growing everyday, with more and more things online + phone stuff....
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 12, 2014, 03:50:24 pm
OCE - Obviosly people not happy with results, I thought they were not to bad.
GLN -  :-X
ABL -  :wall:  :whistle:
Title: Re: Pulverized Sand Box
Post by: Nivek on May 13, 2014, 05:51:11 pm
Perhaps ORCA should add PNC here :whistle:
Title: Re: Pulverized Sand Box
Post by: Orca on May 13, 2014, 07:47:17 pm
No no. The markets are in a turmoil and what has happened this year is unexplexibly unexplixable so I will just sit and wait. Except for CML and OMN, my PNC is sucking and I don't expect it to crash as they are the biggest suppliers of hardware and software in SA. Their gov contracts was only 20% of their revenue so I am holding on. 
As to my MTA. Just wait and see this stock shoot the lights out. No doubt a titan of the future. 
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 19, 2014, 08:42:39 am
ABL - Results looks Bad
GNL - Copper / Nickel looks good, Iron looks  :(
OCE - I think this 1 is in buying territory
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 20, 2014, 08:54:44 am
 :whistle:
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 27, 2014, 12:32:50 pm
GLN -  8)
OCE -  8)
ABL -  ???  ::)
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 27, 2014, 04:21:22 pm
 :frustrated:     :wall:    :frustrated:

 :frustrated:    :wall:     :frustrated:

 :wall:      :frustrated:  :wall:

ABBA Dancing queen....lalalalalal
Title: Re: Pulverized Sand Box
Post by: Patrick on May 28, 2014, 07:45:30 am
I thought you were out of gold?
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 28, 2014, 07:52:20 am
I am out of gold, just keepin eye on it.  ::)
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 28, 2014, 12:09:08 pm
 :(
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 29, 2014, 10:43:52 am
Frikkin amazing, suck the last bit of money then run .....

CHANGE TO THE BOARD OF DIRECTORS – RESIGNATION OF DIRECTOR



In compliance with paragraph 3.59 of the Listings Requirements of JSE Limited, the board of directors of
1time (“the Board”) hereby notifies its shareholders that Mr R Ramkissoon has resigned as an executive
director and Chief Operating Officer with effect from 28 May 2014 in order to pursue other business
interests.

The Board thanks Rinesh for his contribution to the Group and wishes him well in his future endeavours.

Title: Re: Pulverized Sand Box
Post by: Nivek on May 29, 2014, 11:50:38 am
He seems to get around, big titles there, he must be worth quite a packet:
Chief Operating Officer and Executive Director
1 Time Holdings
March 2012 ヨ July 2013 (1 year 5 months)Johannesburg Area, South Africa
CEO Jetworx and Executive Director 1 Time Holdings
1 Time Holdings Ltd
May 2011 ヨ March 2012 (11 months)
Qatar Airways
Executive Vice President - Technical
Qatar Airways
October 2006 ヨ February 2008 (1 year 5 months)
South African Airways
Executive Vice President and CEO - Technical
South African Airways
January 2003 ヨ January 2005 (2 years 1 month)
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 29, 2014, 06:16:09 pm
 8)
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 01, 2014, 11:48:22 am
Talking 2 myself ... Thus Pulverized Sand Box is my play ground. U are welcome to shout at me or advise me or add stuff. But please note it is my 2c and should not be taken as advice/guidance.

GLN - This 1 is as flat as the frikkin Freestate - hopefully it will hit Cape town mountains or Orca's Portfolio and go up so I can sell.

ABL - I think I can make money here or lose everything - I think if more bad news this 1 will go to R6, thus just keepin an eye on it.

VOD - On look at list with OCE & APN.

CML - Orca's Lotto - whish I listened to Orca years ago and bought 100% and kept it.. could have / would have / should have.


Title: Re: Pulverized Sand Box
Post by: Orca on June 01, 2014, 07:25:17 pm
To rub salt into your wound. Had you invested R1m into CML when I was "hyping" it up (as HDB said 5 years ago), you would have R18m now.
Title: Re: Pulverized Sand Box
Post by: Nios on June 03, 2014, 07:28:34 am
To rub salt into your wound. Had you invested R1m into CML when I was "hyping" it up (as HDB said 5 years ago), you would have R18m now.

Flip that stings. Hindsight is [email protected]%&#!
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 03, 2014, 08:30:26 am
GLN -  ::) (R60 Target)
ABL -  :question:
OCE -  8)  (R97 ? Target)
VOD -  ::)
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 03, 2014, 04:32:16 pm
SOL   :whistle:
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 04, 2014, 10:32:30 am
APN - Moving ?
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 05, 2014, 09:58:48 am
Update.

Port 1

100 % APN - SOld GLN and bought drugs - moved up 5% in last 2 days

Port 2

100 % GLN - Keepin it due to high volume the last couple of days

Title: Re: Pulverized Sand Box
Post by: jaDEB on June 06, 2014, 11:28:37 am
And offcourse they will need drugs....


BHP Billiton, the largest mining company, sees steel production in China increasing to 1.1 billion tons in the next 10 years as urban development drives long-term demand.

“China’s urbanisation has a long way to run and that is going to require a lot of steel,” chief executive Andrew Mackenzie said yesterday, as he concluded a tour to visit customers in Asia. China produced 779 million tons of steel last year, according to the World Steel Association.

China’s Premier Li Keqiang last month called on regional authorities to help stabilise expansion as the nation seeks to meet its economic growth goal of about 7.5 percent.

The second-largest economy is projected to grow 7.3 percent this year, which would be the weakest pace since 1990, according to a survey of analysts last month.

“There’s a bit of overcapacity in the property market, which probably led to temporary softening in the demand growth for steel,” Mackenzie said. “Hopefully there will be renewed growth, particularly growth in the way of making more use of high-quality, low-cost iron ore and metallurgical coal produced by Australia. We are ready for that.”

BHP Billiton raised its full-year iron ore output guidance in April to 217 million tons, while Rio Tinto posted record first-quarter output, swelling global supply.

BHP Billiton got 43 percent of its earnings before interest, taxes, depreciation and amortisation from iron ore in the 12 months to June last year. – Bloomberg


Patrick, when will chat thingy work again ?
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 09, 2014, 08:49:06 am
OCE -  :-X
MPC -  :question:
APN -  ::)
GLN -  :-X
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 13, 2014, 10:38:05 am
OCE -  :-X
GLN -  :-X - Hope this 1 starts doing something - saw on MW fund likes it
ABL -   :wall:  :whistle: - So far some funds has ave down, funds bought more - I am thinking - unless some1 stops me
APN -  O:-) - Me thinks something is brewing here... :whistle:

Title: Re: Pulverized Sand Box
Post by: jaDEB on June 13, 2014, 11:38:53 am
 :-X
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 17, 2014, 09:14:13 am
ABL - I should remove this from my watch list, the risk is to high. :whistle: - lookin to see if there is a warrant.

APN - 100 % of my Port -  8)

GLN - 100% of Port where I own 33.333% -  :whistle: - Get above R60 -

SOL -  :wtf: - I frikkin wish -  :mad:  :wall:




Title: Re: Pulverized Sand Box
Post by: jaDEB on June 19, 2014, 10:12:11 am
 :-X
Title: Re: Pulverized Sand Box
Post by: Nivek on June 19, 2014, 11:04:29 am
Which funds have bought into ABL?
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 19, 2014, 03:36:38 pm
ABLP ABL 201406110050ADisclosure of significant holding of ABIL ordinary sharesAFRICAN BANK INVESTMENTS LIMITED(Incorporated in the Republic of South Africa)(Registration number 1946/021193/06)(Ordinary share code: ABL) (ISIN: ZAE000030060)(Preference share code: ABLP) (ISIN: ZAE000065215)(“ABIL” or “the company”)DISCLOSURE OF SIGNIFICANT HOLDING OF ABIL ORDINARY SHARESIn accordance with the JSE Limited Listings Requirements and section 122(3)(b) of the Companies Act 71 of2008, shareholders are advised of the following:The Public Investment Corporation Limited has today, notified the company that accounts under itsmanagement has increased its holding in the ordinary shares of ABIL from 14.815% to 15.052%, based onthe total issued shares of the company, being 1 501 093 232 shares.Midrand11 June 2014

 :whistle:

ABLP ABL 201406100006AABL/ABLP-Disclosure of significant holding of ABIL ordinary sharesAFRICAN BANK INVESTMENTS LIMITED(Incorporated in the Republic of South Africa)(Registration number 1946/021193/06)(Ordinary share code: ABL) (ISIN: ZAE000030060)(Preference share code: ABLP) (ISIN: ZAE000065215)(“ABIL” or “the company”)DISCLOSURE OF SIGNIFICANT HOLDING OF ABIL ORDINARY SHARESIn accordance with the JSE Limited Listings Requirements and section 122(3)(b) of the Companies Act 71 of2008, shareholders are advised of the following:Sanlam Investment Management (Pty) Limited has, on 9 June 2014, notified the company that accountsunder its management has increased its holding in the ordinary shares of the company from 4.86% to 5.08%,based on the total issued shares of the company being 1 501 093 232 shares.Midrand10 June 2014

 :whistle:

DISCLOSURE OF SIGNIFICANT HOLDING OF ABIL ORDINARY SHARESIn accordance with the JSE Limited Listings Requirements and section 122(3)(b) of the Companies Act 71 of2008, shareholders are advised of the following:Coronation Asset Management (Pty) Limited has, on 21 January 2014, notified the company that accountsunder its management has increased its holding in the ordinary shares of the company from 19.94% to20.19%, based on the total issued shares of the company being 1 501 093 232 shares.Midrand22 January 2014


Also go to http://www.moneyweb.co.za/moneyweb-unit-trust-portfolios - click on ABL
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 20, 2014, 09:35:46 am
SGL - Where will gold go from here?
APN -  ;D
ABL - Seems R7 is the resistant level
GLN -  ;D
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 23, 2014, 09:04:03 am
The attachments upload directory is not writable. Your attachment or avatar cannot be saved.

 :'(
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 23, 2014, 05:58:44 pm
Sold GLN - Bought SGL (100% of Port - hold on  :whistle:) . Still have 100% APN in my Portfolio.  :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 24, 2014, 08:39:44 am
Portfolio update:

Port 1 - 100% APN -  :TU:
Port 2 - 100 % SGL -  ???  (hold thumbs avatar thingy inserted here)
Title: Re: Pulverized Sand Box
Post by: Patrick on June 24, 2014, 10:35:12 am
I think I've fixed avatars and attachments...
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 25, 2014, 10:02:36 am
SGL - PE 7, hope I did the right thing.  :frustrated:  :wall:  :whistle:
APN - Read results - (something new to me) - future looks bright APN have to wear shades  :whistle:
If some1 would not mind reading it. give me your thoughts.

June 2014 Final estimated to be released on Thursday , 11 September 2014


Recent transactions

Aspen has recently undertaken extensive corporate activity which
will transform the group. The following is the status of the material
transactions involved:
c The acquisition of the API manufacturing business, primarily in
the Netherlands, from MSD for EUR31 million plus the value of
inventory, became effective on 1 October 2013.
c The acquisition of a portfolio of 11 branded finished dose form
molecules from MSD in a related transaction for USD600 million,
of which USD67 million has delayed payment terms, became
effective on 31 December 2013.
c The acquisition of the Arixtra and Fraxiparine/Fraxodi brands
worldwide (excluding China, India and Pakistan) from GSK for
GBP505 million became effective on 31 December 2013. In a
related transaction, a further GBP100 million and EUR113 million
has been paid into escrow in respect of the acquisition of the
specialised sterile production site in France which manufactures
these brands and the related inventory. This transaction is
scheduled to become effective on 30 April 2014.
c The acquisition of certain licence rights to infant nutritional
intellectual property, net assets, including a production facility
in Mexico, and shares in infant nutritional businesses in
several countries in Latin America from Nestlé for a purchase
consideration of USD180 million was completed with effect from
28 October 2013.
c The acquisition from Nestlé of certain rights to intellectual
property licenses and net assets of the infant nutritionals
business presently conducted by Pfizer in certain southern
African territories, including South Africa, has been approved
by the competition authorities and became effective on
27 January 2014.

Asia Pacific business
The region’s record of unbroken growth since inception in 2001 was extended with a rise of 27% in revenue to
R4,3 billion supported by products added as a consequence of acquisitions by the Group in the previous financial year.
EBITA was up by 4% to almost R1,0 billion as most of the products added to the portfolio were at the lower margins
available for distribution services and the ongoing mandated price cuts in Australia weighed on profits. The margin
percentage contraction was cushioned by savings achieved in the cost of goods and through a reduction in rebates
paid. In Asia, Aspen’s newly established businesses in the Philippines, Malaysia and Taiwan made impressive advances
albeit off a low base. Sales to customers in Asian countries increased by 22% to R311 million.

International business
The International business led growth in the Group with revenue increasing 94% to R3,4 billion and EBITA rising 79%
to R1,1 billion. The acquisition of the API business from MSD effective 1 October 2013 and the completion of the infant
nutrition transaction with Nestlé effective 28 October 2013 together added R1,3 billion to revenue at low margins,
boosting the sales growth and lowering overall margin percentages. These deals were also influencing factors in the
rise in sales to customers in the Latin American (up 60% to R1,2 billion) and Rest of World (up 147% to R2,2 billion)
territories. The global brands portfolio was an important driver of the growth achieved in the International business
and the margin improvement projects for these products continued to yield favourable outcomes. Contributions from
certain territories in this business have also benefitted from relative currency strength against the Rand.
Sub-Saharan Africa business
In Sub-Saharan Africa gross revenue advanced by 41% to R1,4 billion while EBITA climbed 53% to R0,2 billion as the
good momentum achieved in the second half of the prior year was maintained.

Funding
Borrowings, net of cash, increased by R15,8 billion over the period to R26,2 billion. Translation losses due to Rand
weakness against foreign currencies in which offshore borrowings is denominated added R0,4 billion to total
borrowings. In all, R14,1 billion was spent on investments in new subsidiaries and businesses during the six months
and an additional R1,1 billion was invested in capital expenditure. A further R5,6 billion was added to borrowings on
2 January 2014 with the settlement of the MSD products acquisition. Highly successful local and international debt
syndication processes were concluded during the period providing the Group with the necessary funding to support the

Commentary (continued)
Aspen – Unaudited interim financial results for the six months ended 31 December 2013 3
recent transactions. Group operating cash flows remained strong although this was tempered by a once-off increase
in debtor balances in the newly acquired infant nutritional business in Latin America. Gearing moved up to 51% at the
period end. Financing costs, net of interest received, were covered nine times by operating profit before amortisation

Prospects
The completion of the recent transactions with MSD and GSK will propel growth, expanding the global brands portfolio
with the addition of established products which have strong market acceptance and widening the geographic reach of
Aspen. These transactions have enabled Aspen to establish its own business units in Russia and across Europe as well
as extending its influence in Latin America and Asia. The Group’s presence in Latin America has been further supported
by the infant nutritional transaction with Nestlé which has facilitated the establishment of Aspen business units in
Colombia, Chile, Peru, Ecuador and Central America.
The International business is the largest beneficiary of the recent transactions and is set to become the Group’s
leading contributor to revenue and EBITA, adding further momentum to the impressive growth achieved by this region
in the past six months. Several margin improvement projects are underway aimed at improving competitiveness and
profitability of the global brands portfolio. Plans are well underway in developing a turnaround strategy for the infant
nutritional business in Latin America, but the benefits are likely to be felt in future years.
The largest contributor in the Asia Pacific territory, Australia, faces challenges in the absence of market growth drivers
and the ongoing mandated price reduction programme. Under these circumstances, Aspen management is focussed
on performance optimisation and reductions in the cost of goods. The regional leadership team is placing significant
focus on the development of the business in Asia, with Japan having been identified as an area for specific attention.
In South Africa, the Group expects to continue to perform well in the private sector supported by strong sales and
marketing teams. Ongoing organic growth and regular new product launches will underpin Aspen’s leadership position
in this sector. Public sector results will be dictated by state demand which can be difficult to predict. The 5.82% increase
in the single exit price by the Department of Health will not be sufficient to absorb the effects of the weaker Rand on
the cost of imports and domestic wage and energy cost inflation. The Consumer division is expected to continue its
recovery despite the difficult economic environment and the recently completed infant nutritional transaction with
Nestlé will provide added impetus.
Sub-Saharan Africa should continue to advance favourably provided political instability does not interfere with
performance in any of the material territories.
The second half will benefit considerably from the implementation of the recent acquisitions. High levels of attention
are being given to the operationalisation of the acquired businesses. Plans are being implemented in the pursuit of
opportunities to achieve greater market penetration with the expanded global brands portfolio and in the realisation
of improved production efficiencies which should enhance results in future years. Debt levels in the Group are high,
but gearing is expected to decline steadily due to the strong operational cash flows inherent in Aspen’s business model.

Title: Re: Pulverized Sand Box
Post by: Moonraker on June 25, 2014, 01:47:19 pm
Quite happy to hold long term. Bought 1000 @108.30 on 8/3/12 and 500 @258.84 on12/9/13 Languished at 250-275 for quite some time, then, as you know shot up. According to David Shapiro analysts that visited the PE production facility came back ultra impressed.
Great stock, defensive stock. Another 5-10% gain in price before results possible.

Now please have a look at Mediclinic as well, 52% revenues from Switzerland, some 37% from ZA and rest of Africa, 11% from Middle East.
Rand hedge, defensive and good prospects. PE a bit high @19 but I have bought for long term.
Your thoughts Monsieur ?
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 26, 2014, 09:39:59 am
Thanks Mr Bond,

Mediclinic acquired a 100% interest in Clinique La Colline’s operating
business through Mediclinic’s Hirslanden Swiss business; this would
help the company strengthen its position in Western Switzerland. Total
enterprise value paid for La Colline was about CHF130m, representing
a LTM EV/EBITDA multiple of 8.7x.

NAV R30.20

• Strong growth in patient numbers
• Positive effect of Group refinanc ing for first full year
• Positive effect of acquiring minority interest in Mediclinic Middle East
• Positive impact of currency movements
• Basic normalised headline earnings per share inc reased by 45% to 377.1 cents
• Final dividend per ordinary share inc reased to 68.0 cents (2013: 60.5 cents)

Earnings per ordinary share
– Basic earnings/(loss) basis 418.3 381% (148.9)
– Diluted earnings/(loss) basis 409.3 (144.8)
– Basic headline earnings/(loss) basis 414.6 377% (149.5)
– Diluted headline earnings/(loss) basis 405.7 (145.4)
– Basic normalised headline earnings basis 377.1 45% 259.3
– Normalised diluted headline earnings basis 369.1 252.2


Agree with you Mr Bond, I like APN more, but MDC looks good for medium term. Just keep an eye on new listed company that will be doing 1 day clinics.
Title: Re: Pulverized Sand Box
Post by: Moonraker on June 26, 2014, 12:57:12 pm
With the purchase of Clinique La Colline close to 70% of revenues will be from outside ZA.
Title: Re: Pulverized Sand Box
Post by: Moonraker on June 27, 2014, 06:42:58 pm
SGL - PE 7, hope I did the right thing.  :frustrated:  :wall:  :whistle:
APN - Read results - (something new to me) - future looks bright APN have to wear shades  :whistle:
If some1 would not mind reading it. give me your thoughts.

June 2014 Final estimated to be released on Thursday , 11 September 2014

..Snip..


A temporary setback. http://www.moneyweb.co.za/moneyweb-industrials/aspen-falls-the-most-in-five-years
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 30, 2014, 08:26:32 am
Thanks Mr Bond,

Same old story, I buy something when the trend is upwards, it goes down. But I will hold it for 6 mnths or so.
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 30, 2014, 08:47:17 am
Shareholders are advised that on 27 June 2014 Aspen hosted a pre-closed period conference call with
members of the investment community, a recording of which is available on the Aspen website
(http://www.aspenpharma.com/investor-information/ ). In the view of Aspen's two executive directors
who hosted the conference call, no price sensitive information was communicated during this call.
Unfortunately certain comments made by Aspen management have either been misconstrued or have
been quoted out of context and have now appeared in certain sections of the media creating uncertainty
in the market. Specific quotes requiring contextualization and the appropriate facts are set out below:

".....management told analysts on a call that second-half trading was weaker....":
In answer to a question on the call, management confirmed their general comfort with the potential
increase in Group revenue in the second half of the financial year ending 30 June 2014 from recent
acquisitions, as had been indicated in the presentation on Aspen's 2014 interim results (i.e. results for
the first half of the 2014 financial year) which is available on Aspen's website. Management also
reported that they expected revenue in South Africa in the second half of the financial year ending
30 June 2014 to be lower than in the first half of the year. Revenue from South Africa for the first half of
the 2014 financial year as reported in the unaudited interim results announcement by Aspen amounted
to R3.8 billion, comprising 30% of the Group's gross revenue.

"The company guided for a softer second half in South Africa because of government tender volumes that
were lower than anticipated":
This is consistent with management's statements. Management specifically stated that the anticipated
lower revenue in the second half of the 2014 financial year was influenced by lower than anticipated
volumes in the public sector antiretroviral ("ARV") tender. In the presentation on Aspen's 2014 interim
results referred to above, it is disclosed that revenue from ARV tenders in South Africa for the six months
ended 31 December 2013 amounted to R525 million. This was 14% of the total South African revenue
and 4% of the total Group revenue reported for this period.

"....disappointing second half in South America because of problems with the supply chain....":
Management did not make this comment. Management reported that supply problems relating to a few
products in the portfolio of products recently acquired from Merck had resulted in the full potential of
these products not being realized. Management identified Latin America as the region where this was
specifically applicable.

As soon as the directors have reasonable certainty on earnings per share and headline earnings per share
for the year ending 30 June 2014 a trading update will be released in terms of the JSE Listings
Requirements.

This update has not been reviewed or reported on by Aspen’s auditors.

Durban
30 June 2014
Title: Re: Pulverized Sand Box
Post by: Moonraker on June 30, 2014, 06:40:15 pm
THE JSE said on Monday it was investigating trading activity in pharmaceutical stock Aspen which took place ahead of last Friday’s investor conference call and which led to a major dip in the share price.
Aspen’s share price dropped to a low of R283.19 on Friday after going as high as R313. It closed at R288, clocking a loss for the day of more than 6%. It recovered to just under R300 on Monday to register a gain of nearly 4%.
Executive partner and head of trading at Inkunzi Investments, Owen Nkomo, said on Monday it was "disheartening" when only a few analysts — those invited to a briefing — benefited from information that may be perceived to be price sensitive. As he was not at the pre-close briefing on Friday, he said he was in the dark as to what was moving the price.
"I know the JSE has issued a formal response already. But as a matter of principle we will be drafting an email about it and a suggestion to the JSE," he said.
According to Mr Nkomo: "You can’t invite everyone to a pre-close, but everyone has access to the JSE Stock Exchange News Service (SENS). Key points in a pre-close should be raised on SENS."
His view is that while share sensitive information should not be discussed "it is a tough one as management does not necessarily know what moves share prices".
But the concern is that with a drop of 6% — investors who had bought above R300 — as much as 70% could have been lost on a geared instrument if the stock was traded in an aggressive manner as gearing is about ten times the loss on the underlying instrument.
He said Inkunzi would continue to hold its Aspen stock despite the problems as it had already moved higher and was a great business.
Reports doing the rounds were that Aspen executives at the conference had cautioned that margins and volumes were not doing well and that this made the share vulnerable to a sell off. To investors it seemed like the company’s performance had worsen since the last official update.
Insider trading was not expected to have led to the price movement, according to one source.
Aspen, which is a buy according to an I-Net BFA consensus analyst forecast, dropped to as little as R212.30 in July last year, but has been one of the better performers on the market since then — it hit its one year high of R321.97 at the end of last month.
The JSE said it would investigate whether there had been any contravention of its listing requirements — the exchange’s market regulation division is already reviewing the trading activity.
The JSE said if there was any trading activity it believed warranted further investigation, it would be referred to the Directorate of Market Abuse at the Financial Services Board.

Source (http://www.bdlive.co.za/business/2014/06/30/jse-investigates-trading-activity-in-aspen)

Title: Re: Pulverized Sand Box
Post by: jaDEB on July 01, 2014, 11:19:56 am
APN -  :-X
SGL -  ;D - Gold wants to play with the $1330 level...pls keep going
ABL -  8) I do not think we will see the R6 level, unless more bad news is lurcking
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 02, 2014, 09:28:07 am
KIO

Earnings Per Share (ZARc) per share (cents)   4 809.00
Headline Earnings Per Share (Cont Ops) (ZARc) per share (cents)   4 808.00
Distributions Per Share (ZARc) per share (cents)   4 004.00

PE 7
NAV 6468

Title: Re: Pulverized Sand Box
Post by: jaDEB on July 04, 2014, 09:22:26 am
APN -  :wall:
SGL -  >:(
ABL -  :-X
PNC -  :-X

Title: Re: Pulverized Sand Box
Post by: jaDEB on July 07, 2014, 09:30:42 am
APN -  8)
SGL -  :-* - Indicated that they may be buying Platinum mine by end of year - Thus keepin it for while
ABL -  ??? Recovering - missed the low point  :wall: up 7% today  :wall: :wall:
AFRICAN BANK LIMITED
(Incorporated in the Republic of South Africa)
(Registered bank)
(Registration number 1975/002526/06)
Company code: BIABL
(“African Bank”)

Cautionary announcement:

Shareholders are advised that ABIL has entered into negotiations regarding the possible disposal of
Ellerine Holdings Limited and its subsidiaries which, if successfully concluded, may have a material
effect on the price of the Company’s securities.

Accordingly, shareholders are advised to exercise caution when dealing in the Company’s securities
until a further announcement is made.



Title: Re: Pulverized Sand Box
Post by: jaDEB on July 09, 2014, 09:54:02 am
APN -  :-X
SGL -  ::)
Gold -  ???
ABL -  :question:  :whistle:  :wall:  :frustrated:


Title: Re: Pulverized Sand Box
Post by: jaDEB on July 09, 2014, 10:03:19 am
I will look at 1 share a week, 1 that I is not following

Did KIO last week.

EOH
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 11, 2014, 08:47:08 am
APN -  >:(
SGL -  ???
ABL -  ::)  ;)


The use of Bollinger Bands varies widely among traders. Some traders buy when price touches the lower Bollinger Band and exit when price touches the moving average in the center of the bands. Other traders buy when price breaks above the upper Bollinger Band or sell when price falls below the lower Bollinger Band.[4] Moreover, the use of Bollinger Bands is not confined to stock traders; options traders, most notably implied volatility traders, often sell options when Bollinger Bands are historically far apart or buy options when the Bollinger Bands are historically close together, in both instances, expecting volatility to revert towards the average historical volatility level for the stock.
 
When the bands lie close together, a period of low volatility is indicated.[5] Conversely, as the bands expand, an increase in price action/market volatility is indicated.[5] When the bands have only a slight slope and track approximately parallel for an extended time, the price will generally be found to oscillate between the bands as though in a channel.
Title: Re: Pulverized Sand Box
Post by: Nivek on July 11, 2014, 01:16:23 pm
And any discernable pattern gets taken advantage of by even smarter traders 8)
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 14, 2014, 09:26:44 am
APN -  8)
SGL -  :(
ABL -  ???
Title: Re: Pulverized Sand Box
Post by: AVM on July 14, 2014, 11:34:26 am
I think ABL is being manipulated by speculators and traders. I don't consider it an investment stock for now.
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 15, 2014, 05:03:12 pm
This week I Is looking @ NPN

NPN

2013

Headline earnings per N ordinary share (cents)    1 722 (12mths)

2014
Headline earnings per N ordinary share (cents)    1 514       1 722


2013
Net asset value per N ordinary share (cents)       15 360    12 567       13 630

2014
Net asset value per N ordinary share (cents)       16 637       13 630

The Naspers group had a lively year with progress in several businesses. The financial results are detailed below, but
in summary we report robust consolidated revenue growth of 26%, driven by both the internet and pay-television
businesses. This growth was fuelled by development spend of R7,7bn – up 79% on last year – devoted particularly to
ecommerce and digital terrestrial television (DTT). As previously cautioned, this expansionary spend had the effect
of limiting core earnings to R8,6bn, approximately the same as last year.
Looking forward, our established businesses should continue to be in the aggregate cash flow positive, profitable
and growing. Our goal is to invest in new ventures that will deliver value over the long term. With this in mind, we
will continue to invest heavily for organic growth and may also acquire new businesses within our fields of focus. Our
belief is that, through a combination of attractive markets and appealing customer product offerings such as online
classifieds, etail and DTT, we have a realistic prospect for growth over the medium term.
Whilst aggressively investing for the long term limits short-term earnings and cash flows, we believe this strategy to
be sound. Our aim is to deliver superior value to our shareholders over time and to contribute to the communities in
which we operate.
FINANCIAL REVIEW
Consolidated revenues grew 26% to R62,7bn, boosted largely by growth in our internet businesses. Also influential
was a rand that depreciated by an average 19% over the period against a basket of our main operating currencies.
Expanding our ecommerce and DTT businesses resulted in development spend accelerating by 79% to R7,7bn
(2013: R4,3bn).
Net interest on borrowings increased to R1,261bn (2013: R636m), due both to the rand depreciation and increased
borrowings utilised to fund acquisitions and growth.
Tencent and Mail.ru reported strong growth. Our share of equity-accounted results includes once-off gains of R2,9bn
flowing from Mail.ru’s sale of shares in Facebook and Qiwi, as well as gains from Tencent’s merger of some of its
ecommerce businesses with JD.com and the sale of its interest in ChinaVision. These gains, being non-recurring, have
been excluded from core headline earnings.
An impairment charge of R1,6bn has been recognised in other gains/losses and relates mainly to the flash-sale fashion
businesses in our ecommerce segment, such as FashionDays, Brandsclub and Markafoni. These failed to achieve
targets and we impaired goodwill and other intangibles during the first half of the year. In addition, our associate
investment in Abril has been fully written down in the current year and is the main item included in impairment of
equity-accounted investments.
A rather theoretical dilution loss of R852m on our equity-accounted investments was booked, mainly stemming from
Tencent buying back its own shares.
For many years we have held our core headline earnings as the most reliable indicator of sustainable operating
performance. In the past year this measure was marginally higher at R8,6bn – R21,81 per N ordinary share. Free cash
flow for the period was an outflow of R349m – largely due to capex in DTT networks and the accelerated development
spend.
Consolidated balance sheet gearing stands at 23%, excluding transponder leases and non-interest bearing liabilities.
Any forecasts in this provisional report have not been audited, reviewed or reported on by the company’s external
auditor.
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 17, 2014, 09:29:56 am
ABL - R7 level - heading higher or will it go to R6.
GLN - Crossed top BOL line
NPN -  8)
SGL - High hopes  >:(  ;D

WOnder wHerE is MoNeYPennY ? SchOle HOllIday ?
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 21, 2014, 09:36:36 am
ABL - Stabilising ?
APN - Go above the R300 mark please - I think the rand strenght is limiting factor
SGL - Platinum to be in the mix short term ?
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 23, 2014, 12:21:58 pm
APN -  :whistle:
SGL - Read good article yesterday -  ::)
PNC -  :wall:
ABL -  ???
Title: Re: Pulverized Sand Box
Post by: Moneypenny on July 23, 2014, 04:29:36 pm
No end in sight for African bank.
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 25, 2014, 10:31:47 am
Frikkin strike continues ....    :wall:  :wtf:  :wtf:  :wtf:  :wtf:  :wtf:  :wtf:

ABL -  ???  :-X
APN -  :-*
SGL -  ;)  :-X  :P
DRD - Will do my weekly thing on DRD.
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 25, 2014, 02:26:35 pm
DRD.

Net Asset Value Per Share (ZARc) (cents)   345.89   350.13

Headline (loss)/earnings 9 months to
31 Mar 2014
9 months to   
(10)

Mar 2013
59


Financial review
Revenue was down 17% from R1 638.4 million due to lower gold production
and a drop in sales of 10% from 112 912oz, together with an 8% decline in
the average Rand gold price received for the period to R431 159/kg.
After accounting for net operating costs – 9% higher at R1 154.6 million
– operating profit was 64% lower at R207.4 million. The cash operating
margin declined from 35% to 14% and the all-in sustaining costs margin
from 22% to 2%.
EBITDA declined from R401.3 million to R89.9 million and a headline loss
of 10 ZAR cents per share was recorded compared with earnings of 59 ZAR
cents per share

LOOKING AHEAD
Twelve months ago, when our Ergo plant consisted only of the Low Grade
Section and when the gold price was U$1 683/oz, our market capitalisation
was almost twice what it is today.
Now, by suspending the High Grade Section, we have returned the business
to a condition similar to that of a year ago with a Rand gold price that
is still very favourable. Notwithstanding the events of the quarter under
review, we remain firmly of the view that the difficult part of the project is
behind us. The flotation circuit and the mills work, and our theory that we
can isolate the gold-bearing pyrites, and grind them down to liberate the
gold they shield, has been proven in practice.
Our focus and efforts, therefore, remain to find a way to take advantage
of this technology without compromising the “bread-and-butter” part of
the operations. We said in our announcement to the market early in April
that we thought this might take three to four months to complete. Due
to the fact that the Low Grade Section is essentially back to stable state,
and because of the very high confidence threshold that we are demanding
before we will again expose the Low Grade Section to the FFG and High
Grade Section process, we have decided that, rather than work towards a
date, we will work towards an outcome.
Niël Pretorius
Chief executive officer
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 28, 2014, 11:10:55 am
ABL - Playing waiting game here.  :-X
SGL - Dropped 9% on friday. Close to bottom line of bollinger  :'(
APN -  ;D  ;)
DRD -  :wall: Hindsight is the perfect sience



Title: Re: Pulverized Sand Box
Post by: jaDEB on July 30, 2014, 08:17:40 am
SGL - Results out tomorrow. Do not know what to do, think this share will do well in the future. Just short term it might drop lower, not to sure I want to take the ride down.

APN -  ;D  8)

ABL -  :question: Hit the lower bollinger line and drop down.....I might climb in below R6


If someone, any one  :(, can give their thoughts on SGL & ABL it would be nice.

Title: Re: Pulverized Sand Box
Post by: jaDEB on July 31, 2014, 07:44:49 am
Update

Port 1

100 % APN (+1.33%)

Port 2.

100% SGL ( Down 12%)   :wall:  :whistle: - Results out this morning @ 10.
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 01, 2014, 09:02:09 am
ABL - Seems that R6 is the lower resistant level. If it breaks the R6 wonder how low will it go.  ???
APN -  :whistle:

Some traders buy when price touches the lower Bollinger Band and exit when price touches the moving average in the center of the bands - APN just did that .  :(

SGL -  ???  8) High Hopes - medium term  ::)  :'(
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 04, 2014, 08:52:53 am
ABL -  ???  ::)  :wall:  :whistle:  :frustrated:
APN -  :)
SGL -  ??? - See what 9h00 brings -  :wall:


All 5 Year graphs - gives indication if u were a long term shareholder
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 05, 2014, 08:05:34 am
ABL - Graph hit bottom band and cut thru the middle band. Suppose to go up.  :whistle:
APN -  8) - I like drugs  ;D
SGL -  ??? - need to get back to R29 level
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 08, 2014, 09:25:23 am
ABL -  ???  :frustrated:
SGL -  ;D  ::)
APN -  :frustrated:
ACL -  :question:

Title: Re: Pulverized Sand Box
Post by: Luna on August 08, 2014, 09:33:40 am
What is this "Pulverized Sand Box"?
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 08, 2014, 09:37:12 am
My play pen where I usually loose my mind and money.  :whistle: I started it on the other website (Darkside) and just carry on here. I put my portfolio info and shares that I look at here in my Sandbox. I am not an advisor or good at it. Just reading material.
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 11, 2014, 10:21:57 am
APN - Hey it is not ABL  :P
SGL - Hey it is not ABL  :P
OCE - This 1 seems stuck ....  :whistle: Why ?
PNC -  ???
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 12, 2014, 05:00:14 pm

MRF

Reviewed interim results for the six months ended 30 June 2014

These results were published on 12 August 2014.

KEY FEATURES

- 16% increase in production tonnes to 168k
- 35% increase in revenue to R2bn
- 134% increase in HEPS to 8.9 cents
- Cash from operating activities of R265m
- Flagship Project Lion II in production


Review of operations

Merafe’s operating capacity utilisation for the first half of 2014 was 90% which is equivalent to an increase of 16% compared to the
previous corresponding period. This increase is primarily attributable to a stronger market and the impact of the non-recurring Eskom
buy-back agreements that were entered into in the first half of 2013.

Despite the start-up costs of Lion II and the impact of the strike action in the platinum sector, the total ferrochrome cost per tonne
increase was below mining inflation, primarily as a result of higher production volumes and cost saving initiatives.

The Venture’s wage negotiations at its eastern smelters and mines were successfully concluded. Wage negotiations at the Venture’s
western mines and smelters are ongoing.

Market review

Global stainless steel production for the first half of 2014 reached 21.1m* tonnes, primarily due to a 14.3%* increase in China,
compared to the previous corresponding period, while higher production in India and USA also played a role. As a result, 2014 estimated
global stainless steel production of 41.9m* tonnes is on track to surpass last year’s all time annual high of 38.5m* tonnes.

Global ferrochrome demand continued to rise, reaching 5.7m* tonnes in the first half of the year. Global ferrochrome production
increased by 20.5%* to 5.7m* tonnes compared to the previous corresponding period. The majority of this increase came from China and
South Africa, which expanded output by 12.4%* and 36.2%* respectively. During the first half of 2014, it is estimated that China
accounted for 49.9%* and 35.5%* of the world’s stainless steel and ferrochrome production, respectively.

US ferrochrome imports for the first four months of the year increased by 53%# to 192kt# compared to the previous corresponding period.
The rise in imports was largely due to a pick-up in real demand with the automotive sector being particularly robust, with healthy
demand from the energy, aerospace and special alloy sectors. The restocking of raw materials post year-end further contributed to the
rise in US imports.

Chinese chrome ore imports were 4.3m* tonnes for the first five months of the 2014 year, 12.5%* lower compared to the previous
corresponding period, with May 2014 imports at the lowest level since July 2012. Chrome ore imports from South Africa were 2.5m*
tonnes for the same period, 9.3%* lower compared to the previous corresponding period. The South African platinum producers reached
settlement with the unions in late June 2014, bringing an end to the five-month strike that impacted UG2 supply.

The second quarter European benchmark ferrochrome price increased by 4USc/lb to 122USc/lb. Despite the European benchmark increase,
Chinese stainless mills lowered their monthly ferrochrome tender prices during this period, prompting major Chinese alloy smelters to
reduce their output in order to minimise their losses.**

The third quarter European benchmark ferrochrome price was settled at 119USc/lb, a reduction of 2.5% from the price in the second
quarter of 2014.


Developments

Project Lion II

As projected in our 23 April 2014 announcement, the second line of the Lion II expansion was successfully commissioned in June 2014
and the plant is now fully operational. During mid-July 2014, daily ferrochrome production reached more than 60% of design capacity and
the plant is expected to reach full capacity within the next year. Production is being ramped up and current plant output is better
than forecast.

Declaration of an ordinary dividend for the interim period ended 30 June 2014

The Merafe Board declared an interim dividend of R28m. Notice is hereby given that a gross interim ordinary dividend in the amount of
1.12 cents per ordinary share has been declared by the Board of Merafe, payable to holders of ordinary shares. The dividend will be
paid out of distributable reserves.

Outlook

Stainless steel production and demand is expected to increase by approximately 5.5%* per year for the next three years. The demand for
ferrochrome is expected to follow suit with an increase of approximately 6%* per year for the next three years. Our suite of cost and
energy efficient technology, further enhanced with the recent addition of Lion II, place us in an ideal position to significantly
benefit from the projected increase in demand for ferrochrome. Furthermore, with our partnership and excellent relationship with
Glencore, one of the world’s largest diversified miners and leaders in the marketing of chrome ore and ferrochrome, we are excited
about the future prospects and further reinforcing our position in this industry.


GROUP CONDENSED STATEMENT OF COMPREHENSIVE INCOME
for the six months ended 30 June 2014

                                                                               Six months ended                 Six months ended
                                                                                        30 June                          30 June
                                                                                           2014                             2013
                                                                                       Reviewed                         Reviewed
                                                                                          R’000                            R’000
                                                                                                                                 
Revenue                                                                               1 990 697                        1 469 324
Basic earnings per share (cents)                                                            9,0                              1,3
Diluted earnings per share (cents)                                                          8,9                              1,3
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 15, 2014, 10:40:01 am
BIL

 ;D

Title: Re: Pulverized Sand Box
Post by: jaDEB on August 18, 2014, 08:48:26 am
APN -  ::)
ABL -  :question:
SGL -  ??? Was hoping for better from this 1. Testing my patience
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 20, 2014, 05:51:37 pm
See Poll and do the clicky thingy please ....  :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 21, 2014, 06:23:40 pm
NPN -  :whistle:

Mr Bond speak to me....
Title: Re: Pulverized Sand Box
Post by: Alsie on August 22, 2014, 10:40:08 am
 ;) ;) ;)
Bought in at 549-50.
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 22, 2014, 12:01:37 pm
Bought yesterday @ R1410.92   :whistle: Sold SGL

@ Alsie  :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 25, 2014, 09:18:01 am
Update : -

Port 1.

APN
ABL 1.2%

Port 2.

NPN


Title: Re: Pulverized Sand Box
Post by: jaDEB on August 28, 2014, 08:58:20 am
APN -  8)
NPN -  ::)
OCE -  :wall: Going nowhere ..
SGL -  ???

Title: Re: Pulverized Sand Box
Post by: jaDEB on August 29, 2014, 11:39:22 am
 ;)

Trading Statement

Aspen Pharmacare Holdings Limited
(Incorporated in the Republic of South Africa)
(Registration number 1985/002935/06)
Share code: APN & ISIN: ZAE000066692
("Aspen")

Voluntary Trading Statement

Aspen shareholders are hereby advised that normalised diluted headline earnings per
share (“NDHEPS”), earnings per share and headline earnings per share for the 12
months ended 30 June 2014 are expected to exceed those reported in the comparative
period, ended 30 June 2013, within the following ranges:

                Measure                               Range                    Notes
NDHEPS                                              25% to 31%                   1
Earnings per share                                  40% to 46%                   2
Headline earnings per share                         26% to 32%                   3


Notes:

1. NDHEPS comprises diluted headline earnings per share adjusted for specific non-
   trading items. NDHEPS is the primary measure used by Aspen to assess its
   underlying financial performance.

2. The growth in earnings per share has benefited from capital profits on the sale of
   certain non-core products during the year and foreign exchange gains related to
   transaction funding, partly offset by the effect of significant transaction costs relating
   to new business acquisitions.

3. The growth in headline earnings per share is less than the growth in earnings per
   share primarily due to the exclusion of the capital profits from the sale of certain non-
   core products in the calculation of headline earnings.


The financial results on which this trading announcement is based have not been
reviewed or reported on by Aspen`s external auditors.

Aspen`s provisional results for the 12 months ended 30 June 2014 are scheduled to be
published on SENS on 10 September 2014.

Title: Re: Pulverized Sand Box
Post by: jaDEB on September 02, 2014, 10:34:19 am
APN -  ;D
NPN -  :P  :-* Long term
OCE -  ???  :wall:
SGL -  8)  Waiting for news on Platinum play.

Mr Bond, I have APN and NPN, I think you also have these 2?  :whistle:

Title: Re: Pulverized Sand Box
Post by: jaDEB on September 03, 2014, 09:54:18 am
10Cents -  ;)
NPN -  8)
APN -  ;D
TKG -  :frustrated: Missed this 1
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 04, 2014, 09:20:53 am
Tencent -  8)    :whistle: London calling - The clash - awesome  :TU:
NPN -  8)
APN -  ;)
BIL -  ??? -  :-X
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 05, 2014, 03:32:51 pm
Sold APN - Bought OCE at R73....  ???
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 08, 2014, 09:21:57 am
Update : -

Port 1.

100% OCE

Port 2.

100% NPN

Title: Re: Pulverized Sand Box
Post by: Patrick on September 08, 2014, 11:02:56 am
When did the vote appear? I answered I will buy see below:
STXIND, but I don't think you wanted that answer  ;)
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 10, 2014, 09:54:16 am
Tencents -  :frustrated:
NPN - Why is it always, as soon as I buy it goes down...why  :'(  :wall:  :'(  :wall:  :frustrated:
OCE - Bought at R73  :whistle:

Title: Re: Pulverized Sand Box
Post by: Alsie on September 10, 2014, 10:58:31 am
I used the opportunity to top up
Title: Re: Pulverized Sand Box
Post by: Alsie on September 10, 2014, 01:32:22 pm
NPN
I used the opportunity to top up.
For some reason the market is very jittery on this share with the Tencent link.
Apparently the current pull back was in anticipation of the Alibaba IPO.
With a successful IPO I expect an overreaction to the positive on NPN again.
At current prices the shares are cheaper than the value of the Tencent holdings alone and all other business are for free!!
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 10, 2014, 02:27:40 pm
Thanks Alsie  :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 12, 2014, 09:07:19 am
Tencent -  ::)
NPN -  ::) - I need this 1 to stay here 4 a while
OCE -  :P Bought @ R74, need this 1 to recover to say R85 then switch to NPN (Yes I know, leave hope at the door, I know)

But, Tiger Brands own 41% + others, thus very tightly held and somebody was selling last week hence the price drop I think.  :whistle:

Oceana shareholder Number of shares held Percentage of total issued shares

Tiger Brands 41,92
Brimstone 16,82
Oceana Empowerment Trust 11,70
Other  29,56

APN - Sold to soon   :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 15, 2014, 02:23:31 pm
Oil -  ???
OCE -  >:(
Tencent -  8)
Naspers -  :-X
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 16, 2014, 09:15:09 am
Tencent -  >:(
NPN -  :(
OCE - Please go up, so I can sell and Buy more NPN
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 16, 2014, 09:38:34 am
Clover -

COMMENTARY

OPERATIONAL REVIEW
 :'( The year under review proved exceptionally challenging for consumers, producers and the dairy industry as a whole. Against a backdrop of a
weakening rand, rising CPI and high food inflation, these systemic issues were further impacted by one of the most protracted series of industrial
actions in our democracy's history.  :frustrated:  :frustrated:

The net effect was a decrease in earnings per share of 30,8 cents, down 23,1% and a decrease in headline earnings per share of 17,2 cents, some
14,3% lower than the comparative year.

For Clover, the following factors impacted on the business:

   - Costs: We experienced strong overall inflationary cost pressures, especially on packaging and ingredient costs (which are dollar-based).
     In addition, we increased the price we pay for raw milk to ensure on-farm sustainability.
     These cost increases could not immediately be recovered due to a very constrained trading environment and weakened discretionary
     consumer spend which necessitated a gradual price increase strategy.
   - Lower sales volumes as a result of further selling price increases;
   - The erosion of sales volumes due to rising inflation, especially in the non-alcoholic beverages segment; and
   - A milk shortage during the winter following Clover's rebalancing of its milk purchasing agreements in preparation for its exit from
     supplying raw milk at cost to Danone Southern Africa on 1 January 2015.

Lets hope this is not going to happen to my fishies - OCE ....
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 18, 2014, 09:54:02 am
Tencents -  ::)
NPN -  8)
OCE -  ??? Frikkin come on.....go up. I wanna buy NPN.
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 18, 2014, 10:35:03 am
SGL -  :whistle:  :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 22, 2014, 10:28:00 am
Alibaba Group Holding Ltd’s initial public offering now ranks as the world’s biggest in history at $25 billion, after the e-commerce giant and some of its shareholders sold additional shares.

Overwhelming demand saw the IPO initially raise $21.8 billion and then send Alibaba’s stock surging 38 percent in its debut on Friday. That prompted underwriters to exercise an option to sell an additional 48 million shares, a source with direct knowledge of the deal said.

The IPO surpassed the previous global record set by Agricultural Bank of China Ltd in 2010 when the bank raised $22.1 billion.

Tencent -  ::)
Naspers -  :whistle:
OCE -  8)

Title: Re: Pulverized Sand Box
Post by: jaDEB on September 23, 2014, 08:55:16 am
SGL -  8)
OCE -  8)
Tencent -  ::)
Alibaba -  ::)
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 25, 2014, 09:17:31 am
Tencent -  ::)
NPN -  :P
Alibaba -  8)
OCE -  :-X
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 29, 2014, 08:57:48 am
Tencent -  :(
NPN -  :'(
OCE -  :-X
KIO -  :wall:  :question:

Title: Re: Pulverized Sand Box
Post by: Nivek on September 29, 2014, 09:31:04 am
I feel the same way after last week, everything I own is down a fair amount!
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 01, 2014, 08:58:01 am
Tencent -  :-[
Naspers -  >:(
OCE - It cut thru the middle line thingy -  :P I wanna sell and buy NPN
CML -  :-X - Since Orca moved to Tristan da Cunha the line is straight  :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 02, 2014, 10:56:06 am
OCE - Kinda stable is this down Market -  ;) - U just stay there or go up. (Please)
Tencent -  :'(
Naspers -  :'(
DRD -  :P
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 03, 2014, 11:21:05 am
OCE -  8)
NPN -  :(  ???  :whistle:

From Bloomberg site

Current P/E               OCE 14           NPN    78
Estimated PE                15                    36
Earn per Share             501                 1514
Est. Earn Per Share       483                 3221
Div                               106                 425   
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 03, 2014, 03:07:35 pm
Portfolio Update

Port 1.

100% NPN

Port 2

100 % NPN

Title: Re: Pulverized Sand Box
Post by: jaDEB on October 06, 2014, 10:36:49 am
10c -  8)
NPN -  ;)
OCE - of course it is going up - I sold Friday... :frustrated:
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 07, 2014, 04:46:45 pm
NPN -  :-*
10c -  :P  :-*
DRD -  ;D
SOL -  :wall:  :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 08, 2014, 09:34:57 am
 :(
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 08, 2014, 12:40:18 pm
Naspers owns Karl Ahari

Kalahari.com and takealot.com, South Africa’s two largest ecommerce
retailers plan to merge. This will enable greater efficiencies
through economies of scale and will enable the merged entity to
compete with other e-commerce operators.

Title: Re: Pulverized Sand Box
Post by: jaDEB on October 09, 2014, 09:42:12 am
NPN -  :-*
10c -  :-*
APN -  8)
DRD -  :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 10, 2014, 09:22:41 am
NPN -  :'(
10c -  :-X
APN - Sold to soon

According to one Wall Street proverb, the time to buy is when there is “blood in the streets.” The proverb has been attributed to financier Bernard Baruch and to industrialist John D. Rockefeller, Sr., but it’s most frequently attributed to Baron Rothschild
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 14, 2014, 09:07:47 am
NPN
Tencents
Assore
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 20, 2014, 09:27:53 am
NPN -  ???  8)
10c -  8) ???
DRD -  :question:
HAR -  :question:

Any1 thinkin to get into gold ?
Title: Re: Pulverized Sand Box
Post by: Orca on October 20, 2014, 05:05:20 pm
 MTA +9.4% today.  8)
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 22, 2014, 03:23:40 pm
http://finance.yahoo.com/news/20-most-profitable-companies-world-175534730.html

These are the 10 most profitable companies in the world.

10. Microsoft Corporation
9. BP plc
8. Bank of China Ltd.
7. Agricultural Bank of China Limited
6. Samsung Electronics Co., Ltd.
5. Exxon Mobil Corporation
4. China Construction Bank Corporation
3. Gazprom OAO.
2. Apple Inc.

And No 1.

1. Industrial and Commercial Bank of China Limited

The Industrial and Commercial Bank of China is the world’s most profitable company, with a net income from continuing operations of more than $42.7 billion last year. However, the profitability of the bank is somewhat dependent on government policy. Notably, in 2010, ICBC marketed a trust product, called "2010 China Credit / Credit Equals Gold #1." The product was not explicitly guaranteed by the bank. However, after considerable government pressure, the company lent money to an asset manager to bail out customers from the product. Concerns about such shadow financing have been building in China for a long time. While ICBC is massive, with continued growth in assets, it has substantial exposure to such potentially risky products. These products, under certain scenarios, could weigh heavily on profits in the future.
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 23, 2014, 02:08:00 pm
KIO -  :(
DRD -  ???
Title: Re: Pulverized Sand Box
Post by: Bevan on October 23, 2014, 04:00:59 pm
10. Microsoft Corporation
9. BP plc
8. Bank of China Ltd.
7. Agricultural Bank of China Limited
6. Samsung Electronics Co., Ltd.
5. Exxon Mobil Corporation
4. China Construction Bank Corporation
3. Gazprom OAO.
2. Apple Inc.
1. Industrial and Commercial Bank of China Limited

Put another way....
10. USA
9. UK
8. China
7. China
6. S. Korea
5. USA
4. China
3. Russia
2. USA
1. China

10 years ago this would have been a very different picture.

Title: Re: Pulverized Sand Box
Post by: jaDEB on October 23, 2014, 04:23:11 pm
And in 10 Years or sooner India will also be in play
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 23, 2014, 05:09:46 pm
I paid 9c - then it got suspended only have R2500 worth....


1time Holdings Limited
Incorporated in the Republic of South Africa
(Registration number 1999/017536/06)
JSE code: 1TM ISIN: ZAE000102026
(“1time” or “the Company”)


UPDATE TO THE ACQUISITION OF GLOBAL AIRWAYS LIMITED



1. INTRODUCTION AND UPDATE

   Shareholders are referred to the announcement released on SENS on 4 December 2013 whereby
   shareholders were advised that 1time had entered into a binding agreement (“Agreement”) with Global
   Aviation Holdings Limited and Pak Africa Trade Zone Proprietary Limited on 2 December 2013, to acquire
   100% of the issued share capital of Global Airways Limited (“Global Airways”). The consideration in
   respect thereof being R21.6 million, to be settled by way of the issue of 720 million 1time ordinary shares
   at an issue price of 3 cents per share.

   Shareholders are hereby provided with an update thereto.
   -  1time has entered into a revised binding subscription agreement (“the Subscription Agreement”) with
      AU-Trading Proprietary Limited (“AU-Trading”) (“the Subscriber”) on 21 October 2014 to acquire
      100% of the issued share capital of Pak Africa Aviation Limited (“Pak Africa Aviation”) (“the
      Acquisition”). The consideration in respect of the Acquisition is R21.6 million, to be settled by way of
      the issue of 720 million 1time ordinary shares (“Subscription Shares”) at an issue price of 3 cents per
      share (“the Purchase Consideration”). The Subscription Agreement will replace the Agreement dated
      2 December 2013.

   The rationale for the revised Subscription Agreement is as follows:
   -  Global Airways changed its name to Pak Africa Aviation with effect from 13 May 2014; and
   -  AU-Trading is now the sole shareholder of Pak Africa Aviation and accordingly will be the only
      recipient of the Subscription Shares.

2. UNDERLYING FINANCIAL INFORMATION OF PAK AFRICA AVIATION

   As per Pak Africa Aviation’s annual financial statements for the year ended 28 February 2014 (“financial
   statements”) which will be included in the circular to shareholders, the value of Pak Africa Aviation’s net
   assets that are the subject of the transaction was R71 669 and the profit for the year attributable to those
   net assets was R14 307 708.
   
   However, post year end but prior to audit sign-off of the financial statements, Pak Africa Aviation
   purchased 2 aircraft on 26 March 2014 at a combined value of $3 000 000 or R32 087 400, which
   increased the value of Pak Africa Aviation’s net assets to R32 159 069 as at 26 March 2014.

   Save as disclosed, there have been no other changes to the terms announced on SENS on 4 December
   2013, furthermore, shareholders are reminded that the Company is still under cautionary and are
   accordingly advised to continue exercising caution when dealing in the Company’s securities, until a
   further announcement is made.

Johannesburg
23 October 2014

Title: Re: Pulverized Sand Box
Post by: Moneypenny on October 23, 2014, 09:00:46 pm
10. Microsoft Corporation
9. BP plc
8. Bank of China Ltd.
7. Agricultural Bank of China Limited
6. Samsung Electronics Co., Ltd.
5. Exxon Mobil Corporation
4. China Construction Bank Corporation
3. Gazprom OAO.
2. Apple Inc.
1. Industrial and Commercial Bank of China Limited

Put another way....
10. USA
9. UK
8. China
7. China
6. S. Korea
5. USA
4. China
3. Russia
2. USA
1. China

10 years ago this would have been a very different picture.

A lot of China's in that list.
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 27, 2014, 09:47:34 am
NPN -  :-X
10c -  :-X
DRD -  :question:
ASR -  :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 29, 2014, 10:23:18 am
NPN -  8)
SGL -  ???
APN - Sold mine  :'(
KIO -  :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 30, 2014, 10:29:47 am
NPN -  :P
APN -   ::)
OCE -  :-*
SGL - Gold lookin  ???  >:(
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 30, 2014, 02:25:00 pm
How hard can it be jaDEB? Just stay away from gold, frikkin fhtrsw&#$ ....
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 31, 2014, 09:36:57 am
 :'(
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 03, 2014, 10:52:17 am
NPN -  :-*
10c -  ::)
Assore -  :'(
Harmony -  :laugh:- sad.

Tencent Holdings Ltd. (700) is connecting ovens, televisions, air conditioners and other appliances to its WeChat and QQ instant-messaging services amid a push to expand its mobile-application store.

Asia’s second-largest Internet company is working with appliance manufacturers and third-party developers to allow users to control home hardware from their phones and tablets, Chief Operating Officer Mark Ren said today at the Tencent Global Partner Conference in Hainan, China. The plan is to build up its application platforms, which Ren said have so far attracted 2.4 million third-party programs.

Tencent is pushing its instant-messaging services WeChat and QQ to become distribution channels for other money-making apps besides mobile games, its biggest sales generator. The Shenzhen, China-based company has enlisted 5 million outside developers and employees at startups to create apps for its platforms and attract more of China’s half billion mobile Internet users, Ren said.

“Tencent’s open platform will start embracing all smart hardware devices, as we are setting up a hardware open platform for QQ and WeChat,” Ren said. “Our open platform isn’t just about software, but also hardware and offline.”

The company has been selective in the third-party developers it allows to access its platform, Ren said. The QQ version of the product, QQ Connect, was released today.

Behind Alibaba

The company was also looking to invest in 100 startups over the next three years, Lin Songtao, vice president of Tencent’s social networks group, said today. Tencent would take stakes in the companies and use its Internet resources to help them reach target valuations of $100 million each, Lin said.

Tencent gained 0.2 percent to close at HK$121.90 in Hong Kong trading. The stock has risen 23 percent this year, compared with a 1.7 percent increase for the benchmark Hang Seng Index.

QQ and WeChat helped Tencent’s mobile-game revenue rise 67 percent to 3 billion yuan in the three months ended June 30, from a quarter earlier.

The initial success of making money from the two apps has helped boost Tencent’s market value to about $146 billion, making it the biggest Asian Internet company by market value after Alibaba Group Holding Ltd. (BABA)

Mobile Games

QQ, which began as an instant-messaging service on desktop computers and was adapted for use on mobile devices, has about 829 million monthly active users, according to its second-quarter earnings report. WeChat has 438 million.

Revenue from China’s online gaming market is projected to expand to 225 billion yuan ($37 billion) by 2017, from an estimated 115 billion yuan this year, according to IResearch, a Shanghai-based Internet consultant.

Tencent has offered a number of popular games, such as Timi Run Everyday and Timi Match Everyday, through its own studio. It also has introduced third-party apps including Candy Crush and is working with Kakao Corp. and Nexon Co.

WeChat may be worth as much as $64 billion given the potential for the service to make money, Elinor Leung, an analyst at CLSA Ltd., wrote in a March 10 report.

@bloomberg.net


Title: Re: Pulverized Sand Box
Post by: jaDEB on November 06, 2014, 09:38:12 am
Oil  :'(
Sasol  :'(
NPN  8)
Gold  :'(
SGL  :'(



Title: Re: Pulverized Sand Box
Post by: jaDEB on November 06, 2014, 10:15:56 am
Who says Commodities is boring  :frustrated:

Huge unknown mammal tracks found in African diamond mine

http://www.mining.com/huge-unknown-mammal-tracks-found-in-african-diamond-mine-54606/


Title: Re: Pulverized Sand Box
Post by: Nivek on November 06, 2014, 02:27:13 pm
Interesting, but will the price go down because they can't dig there anymore?  :P
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 10, 2014, 10:13:04 am
HONG KONG (MarketWatch) — When MarketWatch covers Chinese stocks, we usually focus on those listed in Hong Kong. The reason for this is that few outside of China — mainly just institutional investors with approved quotas — are able to buy what’s sold in Shanghai, Shenzhen and the other mainland Chinese bourses, while any investor in the world can buy Hong Kong-listed names.

But this is all about to change in a big way next Monday, when China launches its game-changing “Shanghai-Hong Kong Stock Connect” program. For the first time ever, retail investors around the world will be able to invest in mainland Chinese equities.

In some high-profile cases, the same companies have stock listing in both Shanghai (known as “A-shares” when denominated in yuan) and Hong Kong (“H-shares”), though here too, opportunities exist in the form of arbitrage, as a given company’s A-shares and H-shares rarely trade at the same level.

“Many international investors are completely excited,” Charles Li, the chief executive of bourse operator Hong Kong Exchanges & Clearing (HKEx) 0388, +4.95% HKXCF, -0.41% told MarketWatch at a recent media availability.

“This is probably the last frontier market that has yet to open,” Li said, “and they [global investors] probably have never seen a rebalancing possibility like this scale anytime in past history.”

As the head of Hong Kong’s stock exchange, such excitement is clearly in Li’s interest, but he’s not the only one who sees the Stock Connect as a sea change for global stocks.

Goldman Sachs, for instance, said in a recent note that the opening of Shanghai to foreign investors is an opportunity “simply too big to ignore.”

“The scheme essentially ... creates the world’s second-largest equity market by market cap,” second only to the New York Stock Exchange, Goldman Sachs said. In cash-trading terms, the new China mega-bourse would come third globally, behind the NYSE and Nasdaq.

The Goldman Sachs analysis notes that the Stock Connect could eventually “add 855 companies with over $1 billion of listed market cap to the investable universe, assuming full liberalization” in which foreign investors can buy all A-shares listed not just in Shanghai, but also on the Shenzhen exchange as well.

That said, there will be limits to the action, at least at first, with A-share purchases made from Hong Kong restricted to a daily quota of $2.1 billion. Likewise, Shanghai-based investors will be held to turnover of $1.7 billion a day.

Beyond the changes for investors, many market participants have said that the new system is also an important piece in China’s market-reform measures.

“It’s a state policy rather than a simple move concerning one or two cities’ stock markets, “ says China Merchants Securities managing director Ronald Wan. “The scheme is a key step in the Beijing government’s plan to reform the country’s capital market and financial system, and a crucial part of China’s broader and structural economic reform.”


Title: Re: Pulverized Sand Box
Post by: jaDEB on November 12, 2014, 10:56:36 am
NPN -  :P
APN - R400 lvl  :wall:
CML -  :-X
VOD -  :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 13, 2014, 05:01:47 pm
Here is something I did. Orca will like this, If u bought R210,150 in 2009 of the following shares, now it will be.

    2009     Now   
CML    R 8.30     R 96.15     R 2 434 448.49
BIL    R 231.00     R 298.00     R 271 102.60
SGL    R 15.52     R 19.39     R 262 552.09
BVT    R 121.99     R 301.30     R 519 044.14
SAB    R 209.00     R 629.00     R 632 461.00
AGL    R 276.70     R 233.89     R 177 636.37
SAP    R 29.00     R 43.50     R 315 225.00
HAR    R 77.00     R 19.89     R 54 284.20
NPN    R 281.15     R 1 413.31     R 1 056 400.84
APN    R 67.00     R 395.00     R 1 238 944.03
OML    R 16.05     R 33.90     R 443 868.22
FSR    R 15.05     R 47.15     R 658 376.91
SPP    R 67.00     R 128.00     R 401 480.60
OCE    R 29.50     R 84.50     R 601 955.08
MTN    R 120.00     R 247.00     R 432 558.75
EOH    R 8.50     R 108.00     R 2 670 141.18
MPC    R 33.03     R 229.00     R 1 456 989.10

EOH actually outperformed CML...

If u bought R 2,500,000 in 2009 of the following shares, now it will be

   2009   Now   
CML    R 8.30     R 96.15     R 28 960 843.37
BIL    R 231.00     R 298.00     R 3 225 108.23
SGL    R 15.52     R 19.39     R 3 123 389.18
BVT    R 121.99     R 301.30     R 6 174 686.45
SAB    R 209.00     R 629.00     R 7 523 923.44
AGL    R 276.70     R 233.89     R 2 113 209.25
SAP    R 29.00     R 43.50     R 3 750 000.00
HAR    R 77.00     R 19.89     R 645 779.22
NPN    R 281.15     R 1 413.31     R 12 567 223.90
APN    R 67.00     R 395.00     R 14 738 805.97
OML    R 16.05     R 33.90     R 5 280 373.83
FSR    R 15.05     R 47.15     R 7 832 225.91
SPP    R 67.00     R 128.00     R 4 776 119.40
OCE    R 29.50     R 84.50     R 7 161 016.95
MTN    R 120.00     R 247.00     R 5 145 833.33
EOH    R 8.50     R 108.00     R 31 764 705.88
MPC    R 33.03     R 229.00     R 17 332 727.82
Title: Re: Pulverized Sand Box
Post by: Hamster on November 14, 2014, 05:54:11 am
I checked yesterday. If I skipped matric and took my study money and invested it in Aspen Pharmaceuticals instead (back in 2003) I would've been worth R131,718,000 :(

...if only I knew :p
Title: Re: Pulverized Sand Box
Post by: Alsie on November 15, 2014, 07:58:28 am
The lessons to learn are to choose carefully and not to wait before you start investing
Title: Re: Pulverized Sand Box
Post by: gcr on November 15, 2014, 03:56:29 pm
There are a few other shares that have done very well:-
AVI - I bought at R 34.58 and currently R 76.84
CLS - I bought at R 47.12 and currently R 78.60
WHL - I bought at R 43.07 and currently R 81.78
PYN - I bought at R .67 cents and currently R 2.80 - no longer hold as many as I did when I originally bought reduced my holding from about 30,000 to present 8,100
I must say that I tended to follow a particular strategy when buying the above shares (and a number of others in my portfolio) and that was that those companies who got their business model wrong at some stage Woolworths, Barlows and now Truworths and were hammered by the market, then I bought (no thanks to Buffett) as fundamentally I believed the companies were big enough to re invent themselves and do well, so haven't been disappointed as yet other than with Cashbuild - but here I will be patient
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 19, 2014, 01:06:26 pm
NPN -  :wall:
APN -  ;D
OCE -  :-*
SGL -  O:-)  :whistle:
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 24, 2014, 10:13:40 am
NPN -  :)
APN -  ;)
OCE -  ;D
SGL  :whistle:
Title: Re: Pulverized Sand Box
Post by: Nivek on November 24, 2014, 10:35:32 am
After Friday there are a lot of smiles around!
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 28, 2014, 10:28:23 am
SOL -  :'( or buying opportunity ?
Title: Re: Pulverized Sand Box
Post by: JDP on November 28, 2014, 11:50:39 am
Can only relate this drop to Oil price plunges (http://www.moneyweb.co.za/moneyweb-markets/oil-price-plunges),
currently trading at pre 2008/2009 crash prices, sounds like a LT buy to me.
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 28, 2014, 01:48:17 pm
Yes, assuming the Oil prices does better ....  :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 28, 2014, 03:03:14 pm
CML vs NPN vs SOL
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 10, 2014, 10:50:45 am
NPN -  8)  ???
APN -  :-X
ASR -  :(
SOL -  :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 11, 2014, 12:56:59 pm
 :(   :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 05, 2015, 12:46:49 pm
Brent -  :'(
Sasol -  :question:
NPN -  8)
Drd -  :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 07, 2015, 08:23:54 am
NPN....  ;D

Tencent Holdings Ltd. rose the most in eight months in New York after JPMorgan Chase & Co. recommended buying the shares on prospects growth in advertising revenue will boost profit at China’s second-largest Internet company.

http://www.moneyweb.co.za/moneyweb-international/tencent-jumps-as-jpmorgan-touts-ad-sales-growth
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 07, 2015, 04:21:42 pm
OCE -  8)
NPN - 8)  :P
DRD -  :'(  O:-)
BIL -  :wall:

Port Update

My Port
100% NPN

My Port/Brotherdarryl/Otherbrother Darryl
100% NPN
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 08, 2015, 12:48:10 pm
I am not a expert, but it is interesting in hind sight the calls that are made. I am not making the notes below to insult anybody, and I am not going to  say which website it is from.

NPN : - Price 144650c  November 2014 FULLY VALUED - Now 167400 (Up 15%)

HAR: - Price 1913c – November  2014 FULLY VALUED - Now  2698 (Up 41%)

I think NPN has been called fully valued from 80000 level.

Title: Re: Pulverized Sand Box
Post by: jaDEB on January 09, 2015, 08:15:46 am
http://www.moneyweb.co.za/moneyweb-international/tencent-heads-for-biggest-weekly-gain-since-2011-o

Tencent Holdings Ltd. is poised for the biggest weekly advance in three years on analyst upgrades and speculation the addition of online banking and stockbroking will boost earnings at China’s second-biggest Internet company.

Tencent is set for a 12 percent advance this week in Hong Kong, the steepest such gain since October 2011, rallying after JPMorgan Chase & Co. and Mizuho Securities Asia Co. raised ratings and price targets on the stock this week. Kevin Tam, an analyst at Core Pacific-Yamaichi International Hong Kong Ltd., expects more upgrades as Tencent expands into banking and share- trading. The stock rose as much as 1.3 percent in Hong Kong today, before ending the morning session 0.5 percent lower at HK$126.70.

“Tencent’s foray into financial services will provide a short-term catalyst for the stock,” Tam said by phone today. “The market hasn’t fully taken into account the potential contribution of Internet finance in their valuations. This will help boost Tencent’s revenue going forward.”

The company’s WeBank, China’s first online-only private bank, will start operating on April 18, according to a separate report by Beijing News. China will allow individual investors to open stock trading accounts using Tencent’s free WeChat messaging service, the Securities Times reported today, citing a plan approved by China Securities Regulatory Commission.

 
 
JPMorgan upgraded Tencent to overweight from neutral on Jan. 6 and increased its target price by 13 percent to HK$160, citing prospects for online advertising growth. Mizuho lifted Tencent to buy the following day and increased its target to HK$165 from HK$125, calling the stock its top Internet pick. The average 12-month price estimate from 42 brokerages climbed to HK$148.78, compared with HK$95.30 a year ago, data compiled by Bloomberg show.

Tencent gets most of its revenue from online games and advertising at its WeChat and QQ messaging applications, according to Tam. The company reported 468 million monthly users for WeChat in the three months ended in September, and 542 million monthly active users for QQ on smart devices. China’s biggest e-commerce operator is Alibaba Group Holding Ltd.

©2015 Bloomberg News
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 12, 2015, 06:49:18 pm
HAR - Damn - Missed it  :(
DRD -  :-X
SOL -  :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 15, 2015, 09:25:37 am
jaDEB, some thingies on Tencent to keep in mind.

Yet Facebook's significant move up wasn't the biggest stock-market hit among the world's 20 most valuable tech firms.

Year-end stock market data point to the two most valuable winning stories of 2014 for tech investors.

The first was the relative strength of dividend-paying stocks such as Apple, Intel, Hewlett-Packard, Cisco Systems and Microsoft.

The second was a marked shift in value away from U.S. Internet firms (other than Facebook) and toward their Chinese rivals.

Shares of China’s Internet conglomerate Tencent Holdings (0700.HK/TCEHY) has fallen about 15% since its mid-November high.

Unlike Facebook (FB), which generates over 90% of its revenue from selling ads, Tencent makes most of its money from Internet games. But revenue growth from mobile games has slowed in the third quarter last year.

Don’t worry. Instead of mobile gaming, mobile performance ads will be Tencent’s next revenue growth driver, according to J.P. Morgan‘s Alex Yao and Yong Wang, who upgraded Tencent from Hold to Buy with a new price target of 160 Hong Kong dollars. Tencent’s shares rose 3.4% upon the upgrade, recently trading at HK$117.20. J.P. Morgan’s price target represents another 36.5% upside

With the popular messaging app WeChat, Tencent is China’s answer to social network. The bank estimates Tencent’s performance-based ad revenue to account for 14% of Baidu (BIDU) and Alibaba‘s (BABA) combined ad revenue in 2017, in line with Facebook, which generated roughly 15% of Google‘s (GOOGL) ad revenue in the U.S. in 2013. J.P. Morgan now expects advertising revenue to increase from 11% of total revenue in 2014 to 25% in 2017.

Since J.P. Morgan believes mobile ads will contribute to Tencent’s earnings “meaningfully in the next two to three years,” Tencent has become cheap trading at 18 times their 2016 earnings estimates. The HK$160 price target is based on their 2016 estimate of HK$6.33, annual earnings growth of 22% from 2016 to 2018, and 1.15x PEG ratio
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 15, 2015, 04:50:43 pm
Brent -  :-[
KIO -  ???
NPN -  ;)
GLN -  ???
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 16, 2015, 02:13:42 pm
SAB - Giggsie
CFR -
ZARCHF -
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 20, 2015, 12:21:57 pm
DRD -  :TU:
SGL -  :TU:
NPN -  :TU:
SOL -  ???
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 21, 2015, 03:26:00 pm
Current P/E Ratio (ttm)    95.1606
Estimated P/E(03/2015)    53.8875

I think they are basically halving there PE ratio in the years to come. Hence that why people are willing to pay now at High PE. And my understanding is that u actually paying for Tencent, the others u get free... Dstv and so on.

Mr Bond, if u wanna buy some awesome music, this is nice.
Title: Re: Pulverized Sand Box
Post by: Moonraker on January 21, 2015, 06:38:47 pm
@JaDEB,

Thanks, if you enjoyed it, maybe I will too.  ;)
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 27, 2015, 08:37:13 am
Sibanye Gold Limited
Incorporated in the Republic of South Africa
Registration number 2002/031431/06
Share code: SGL
ISIN – ZAE000173951
Issuer code: SGL
(“Sibanye” or “the Company”)

OPERATING UPDATE FOR THE QUARTER AND YEAR ENDED 31 DECEMBER 2014 AND
GUIDANCE FOR THE YEAR ENDING 31 DECEMBER 2015

Westonaria 27 January 2015: Sibanye (JSE: SGL & NYSE: SBGL) advises shareholders
that record production of 14,079kg (452,700oz) was achieved for the
quarter ended 31 December 2014. Total cash cost and All–in cost for the quarter will
be approximately R285,000/kg (US$790/oz) and R375,000/kg (US$1,040/oz)
respectively.

Gold production for the year ended 31 December 2014 was in line with guidance at
49,432kg (1.59Mozs). This is despite the loss of over 500kg due to the underground fire
at Driefontein early in the year and the ESKOM load shedding in the latter half of the
December quarter. Total cash cost for the year of approximately R295,000/kg
(US$850/oz) and All-in cost of approximately R376,000/kg (US$1,080/oz) are also in
line with previous guidance. Capital expenditure of R3.3 billion (US$300 million) was
marginally lower than guidance. The average exchange rate for 2014 was
R10.82/US$.

The Kloof, Driefontein and Beatrix operations produced 45,127kg (1.45Mozs) of gold
for the year, which was just over 1% higher than in 2013. The Cooke Operation
contributed 4,305kg (138,400oz) during the seven months of incorporation in
Sibanye, with the build-up progressing slower than anticipated.                   This
underperformance occurred primarily at Cooke 4 shaft, resulting in the initiation of a
Section 189 restructuring process.

Uranium production from the Cooke Operation continued uninterrupted from May
2014, resulting in a stockpile of approximately 180,000lbs at year-end. Uranium
production costs for the December quarter averaged approximately US$24/lb.

Gold production guidance for the year ending 31 December 2015 is forecast to be
between 50,000kg and 52,000kg (1.61Moz and 1.67Moz). Total cash cost is forecast
at between R305,000/kg (US$850/oz) and R315,000/kg (US$875/oz). All-in sustaining
cost is forecast to be between R380,000/kg (US1,055oz) and R395,000/kg
(US$1,100/oz), with All-in cost forecast to be between R385,000/kg (US$1,070/oz) and
R400,000/kg (US$1,110/oz). Approximately 250,000lbs of by-product uranium
production is forecast.

Capital expenditure is planned to increase by 10% to R3.6 billion (US$320 million),
largely due to an increase in expenditure on projects to extend the operating lives
of the mines and on growth projects such as Burnstone. Dollar estimates for 2015 are
based on an average annual exchange rate of R11.20/US$.
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 29, 2015, 12:51:47 pm
LON -  :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 10, 2015, 10:24:59 am
DRDGOLD LIMITED
(Incorporated in the Republic of South Africa)
(Registration number 1895/000926/06)
JSE share code: DRD
Interest Rate Issuer code: DRDI
ISIN: ZAE000058723
Issuer code: DUSM
NYSE trading symbol: DRD
(“DRDGOLD”)


R23 MILLION ERGO PLANT UPGRADE TO INCREASE TREATMENT CAPACITY: FEASIBILITY STUDY COMPLETED


DRDGOLD shareholders are advised that a feasibility study has been completed for a
R23 million upgrade of its Ergo plant to effect an increase in treatment capacity by
300 000 tonnes per month (tpm) to a total of 2.1 million tpm.

The feasibility study envisages refurbishment and re-commissioning of five tanks within the Ergo
plant’s existing carbon in leach circuit, initially in order to treat the 21 million tonne Van Dyk
tailings dam resource.

The project would be funded from additional internal cash flows from the retreatment of the Van
Dyk dam and breaks even at a gold price of R384 000 per kilogram.

The project is expected to be completed by September 2015.

Gold R/kg   10:22   R461 742


Title: Re: Pulverized Sand Box
Post by: jaDEB on February 16, 2015, 01:00:45 pm
BIL -  :-X Finking
NPN -  ::)
10c -  ::)
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 18, 2015, 08:39:06 am
Intention to list Novus Holdings Limited on the JSE Limited

NASPERS LIMITED
(Incorporated in the Republic of South Africa)
(Registration number 1925/001431/06)
Share code: NPN ISIN: ZAE000015889
(“Naspers” or “the Group” or “the Company”)


   
INTENTION TO LIST NOVUS HOLDINGS LIMITED (FORMERLY PAARL MEDIA GROUP PROPRIETARY LIMITED) (“NOVUS”)
ON THE JSE LIMITED ("JSE")


Rationale

Media24 Holdings (Proprietary) Limited (“Media24”), a subsidiary of Naspers, has applied for a JSE listing
of Novus, a subsidiary of Media24. With an ever growing percentage of Novus’s work now coming from
third parties, and Novus’s continued diversification of its revenue streams, it is appropriate to list Novus
on the JSE. The listing will be effected via a private placement of Novus shares held by Media24.
Media24 will remain the majority shareholder of Novus.

Overview of Novus

Novus is a leader in the printing and manufacturing sectors. It operates eleven specialised printing plants
and one tissue plant across South Africa and provides a comprehensive range of products and services
nationally, as well as in other parts of Africa. In the financial year ended 31 March 2014 Novus achieved
revenues of R3,969 million and an operating profit R649 million.

Additional information

Novus will issue press releases with additional information in respect of the listing in due course. It is
expected that the listing will take place during March 2015.


Cape Town
18 February 2015
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 26, 2015, 09:44:16 am
Asian shares prices edged away from five-month highs on Thursday, while the dollar steadied after slipping on Federal Reserve Chair Janet Yellen's indication that the U.S. central bank is in no hurry to hike interest rates.

  S&P 500 Futures 2,112.45 +2.20 +0.10%   
  NQ 100 Futures 4,440.10 +3.35 +0.08%   
  Dow 30 18,224.57 +15.38 +0.08%   
  DAX 11,210.27 +4.53 +0.04%   
  FTSE 100 6,935.38 -14.25 -0.21%   
  Nikkei 225 18,785.79 +200.59 +1.08%

Title: Re: Pulverized Sand Box
Post by: jaDEB on March 02, 2015, 12:36:47 pm
Portfolio Update : -

Mine

100% NPN

Mine/Brother Darrel/Other Brother Darrel.

100% AVL (@R2.05)
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 04, 2015, 03:35:12 pm
MRF -  :-X
GLN -  ::)
NPN -  :-*
AVL -   :-*  8)  ???
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 06, 2015, 12:17:55 pm
iijgmtl2aaccmfgrcil.jpg (97.08 kB, 652x713 - viewed 0 times.)

LOL jaDEB, u the only 1 looking at the stuff...u knob.

What, I am looking at it, so u not wasting your time.

Cool, thanks jaDEB glad some1 is actually lookin at it.

No problem.

I see there is a seagull in the kitchen again.

Ag, no, again, I will go get the shotgun, will you keep an eye on it.

Sure, buddy, sure, will make sure it does not eat the sugar.

Thanks jaDEB.

APN
NPN
OCE
AVL - my  :-* for the future

Title: Re: Pulverized Sand Box
Post by: jaDEB on March 06, 2015, 01:30:30 pm
http://www.moneyweb.co.za/investing/equities/the-jses-most-popular-stock/

Title: Re: Pulverized Sand Box
Post by: Orca on March 06, 2015, 03:14:09 pm
I see British American Tobacco is No. 2 on the list. Personally, I would not buy it due to:

Australia has made it a criminal offence for anyone born after 01/01/2000 to smoke. Tasmania is considering to ban tobacco outright. This may spread to other countries.
Smokers are trending towards e-cigarettes. In France, 400 000 smokers have changed to e-cigarettes. In the UK, 500 000 have.

This is a big concern to tobacco Co's as e-cigs uptake will increase exponentially.
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 09, 2015, 02:25:29 pm
Portfolio Update : - (Lots changed)

Port 1. Mine

APN - 20%
AVL - 10%
NPN - 45%
OCE - 17%

Port 2. Mine/brother Darrel / Other Brother Darrel

AVL - 100 %

Title: Re: Pulverized Sand Box
Post by: jaDEB on March 11, 2015, 09:04:15 am
File under L ::) 8) K at ... ...
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 12, 2015, 02:03:14 pm
 :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 16, 2015, 02:39:04 pm
OCE - Weaker Rand good or bad ?
NPN - Weaker rand Good.
AVL- Either or ? AUS/R
APN - your  :frustrated: ss GSK, thanks for waiting till I buy..
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 16, 2015, 05:04:45 pm
Below is Dark side list I found by accident.

Orca 1, I is 16th and Mr Bond 19th. Any1 else on list or still partaking in it?
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 18, 2015, 12:52:06 pm
Weekly Portfolio Analysis.

OCE -           8)
NPN -   ;)
AVL -          :-*
APN -                  :frustrated:  ::)

Title: Re: Pulverized Sand Box
Post by: jaDEB on March 25, 2015, 03:59:16 pm
Weekly Port Analysis

OCE -  ::)
AVL -  ???
APN -  :frustrated:
NPN -  ;)  ::)
Title: Re: Pulverized Sand Box
Post by: Orca on March 25, 2015, 05:52:35 pm
No jaDEB. Haven't played that competition for many months so I don't see how I can still be on top. Perhaps it has closed down. I forgot how to get to it and no links.
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 26, 2015, 08:10:40 am
Orca, it is the Never ending league, it is your winnings from 2012 till you stopped playing in the Darkside. So far nobody has been able to have as many wins as you had.
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 26, 2015, 06:16:19 pm
Hong Kong, March 23, 2015 -- Moody's Investors Service has upgraded Tencent Holdings Limited's issuer and senior unsecured debt ratings to A2 from A3.

 8)  :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 27, 2015, 02:17:28 pm
PSG

Start 2011 @ R25.00
Now R156.00

 :'(
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 01, 2015, 09:07:23 am
Advhlth (AVL) - PE 46 :whistle:
Aspen (APN) - PE 33  :whistle:
Naspersn (NPN) - PE 108 :whistle:
Oceana (OCE) - PE 17  :-*

New Highs

 SEPHAKU 

 CAPITEC 

 NASPERSN 

 LIB-HOLD 

 CITYLDG 

 STEINHOFF 

 PSG 

 CAT 

 SPAR 

 RMBH 

 ZEDER 

 NOVUS 

New Lows

 ARCMITTAL 

 ALTRON-P 

 SEARDELN 

 KUMBAIO 

Title: Re: Pulverized Sand Box
Post by: jaDEB on April 07, 2015, 09:33:38 am
http://www.biznews.com/global-investing/2015/04/07/good-news-for-naspers-tencent-discount-getting-harder-to-justify/

Good news for Naspers – Tencent discount “getting harder to justify”

The greatest private equity investment in history is looking even better this morning. When Naspers bought 46% of Hong Kong-based Tencent in 2001 (that’s since been diluted to 34%) it was part of a strategy akin to throwing mud at the wall and hoping some stuck. The Tencent investment has solidified into granite with the group now generating the fourth most revenue of any Internet company worldwide – only Amazon, Google and eBay are ahead of it. In this considered piece, Robyn Mak of Reuters Breakingviews argues that the discount at which Tencent trades to Facebook is unjustified. Thousands of South African shareholders in Naspers, who have watched the explosion of their investment in wonder, will be hoping Wall Street picks up on the theme. – AH 

By Robyn Mak

HONG KONG, April 7 (Reuters Breakingviews) – Tencent’s discount to Facebook is getting harder to justify. The Chinese social media giant brought in roughly the same amount of revenue as its U.S. counterpart last year and was more profitable. Yet it trades at a lower multiple of earnings. The valuation gap warrants a rethink.
Tencent Chairman & Chief Executive Officer Pony Ma attends a news conference announcing the company's results in Hong Kong March 18, 2015. Tencent Holdings Ltd , China's biggest social network and online entertainment firm, posted a 51 percent gain in fourth-quarter net income, missing estimates, as sharing and content costs took a bite out of healthy revenue growth. REUTERS/Bobby Yip 
Tencent Chairman & Chief Executive Officer Pony Ma attends a news conference announcing the company’s results in Hong Kong March 18, 2015. Tencent Holdings Ltd , China’s biggest social network and online entertainment firm, posted a 51 percent gain in fourth-quarter net income, missing estimates, as sharing and content costs took a bite out of healthy revenue growth. REUTERS/Bobby Yip
 
In China, where Facebook, Twitter, and YouTube are banned, Tencent dominates the country’s social media networks. The Hong Kong-listed company boasts over 1.4 billion monthly active users on its Facebook-like QQ and QZone platforms. Its popular chat app WeChat, which combines messaging, games and payments, now has 500 million users each month. Though many users probably have multiple accounts, they generated $12.7 billion in revenue for Tencent last year, slightly more than Facebook’s $12.5 billion.

The similarities between the two end here. While advertising accounted for 92 percent of Facebook’s revenue, gaming is Tencent’s primary source of income. Games like League of Legends and Candy Crush Saga generated 57 percent of the company’s revenue. Membership fees from QQ and Qzone brought in an additional $3 billion. The Chinese group’s 30 percent net margin is also healthier than Facebook’s 23 percent. As a result, Tencent’s earnings last year were a third higher than at Mark Zuckerberg’s company.

How social networks make money

Yet investors place a lower value on the Chinese group’s earnings. Its shares trade at 33 times forecast net profit for the next twelve months, according Eikon. Facebook shares are on 39 times. Concerns about future growth may help to explain the gap: Tencent may find it hard to expand far beyond China’s borders. By contrast, just 15 percent of Facebook’s monthly active users are in North America. That may explain why its earnings are expected to grow faster in the future.

Even so, the difference may be harder to justify as the two business models converge. Facebook announced on March 25 that it would open up its Messenger app to become a platform for other services – similar to WeChat. Meanwhile Tencent is experimenting with advertising on its chat app, which Barclays estimates could generate more than $3 billion in revenue by 2017. Tencent shares have risen by more than 30 percent this year, while Facebook’s are up less than 5 percent. Expect the gap to narrow further. – Reuters
Title: Re: Pulverized Sand Box
Post by: Patrick on April 07, 2015, 10:25:07 am
Excellent news, I don't hold any NPN directly, but I do hold loads of STXIND which is 17.7% NPN. I know a lot of people can't justify the prices, but clearly they're in the minority, the market seems to love NPN.
Title: Re: Pulverized Sand Box
Post by: JDP on April 07, 2015, 11:04:47 am
So they hold 34% of tencent, interesting.

And the Price tag of  188437c for a company that hold 34% of "the group now generating the fourth most revenue of any Internet company worldwide only Amazon, Google and eBay are ahead of it",
is too much. :)

I wonder what would be a reasonable price if NPN held 34% of facebook? or 24% of Facebook,  5% of eBay and 5% of Amazon?

PS : I think a lot of people in SA, still think SA is the sea and not the pond.
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 07, 2015, 12:28:07 pm
@ JDP & Patrick,

I have had a [email protected] Monday morning so far on this Tuesday. u 2 are confusing me.

And the Price tag of  188437c for a company that hold 34% of "the group now generating the fourth most revenue of any Internet company worldwide only Amazon, Google and eBay are ahead of it",
is too much

I think a lot of people in SA, still think SA is the sea and not the pond

I know a lot of people can't justify the prices

Thus you both think NPN is to high?


I understand that if you buy NPN, u are actually only buying Tencent's value they hold at the NPN price.
Title: Re: Pulverized Sand Box
Post by: JDP on April 07, 2015, 01:31:49 pm
I do agree that Tencent is undervalued when compared with Facebook.

I also don't agree that NPN is overvalued, but its is getting there fast.
Title: Re: Pulverized Sand Box
Post by: Patrick on April 07, 2015, 03:59:46 pm
I think it's exactly where it should be! (My way of saying I can't really tell which way it'll go)
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 07, 2015, 04:13:40 pm
 ???

Any1 have this 1?

Title: Re: Pulverized Sand Box
Post by: Alsie on April 08, 2015, 07:50:11 am
As far as NPN goes - when I bought in @ R549 the shares were "fully valued".
When I doubled up my holdings @ R987, the shares were "expensive".
Now at R1870 they are "overvalued".
I wander what they will be @ R2,500 ???
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 08, 2015, 08:23:31 am
 :)
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 08, 2015, 06:39:53 pm
wEEKLY (i THiNK) RE-lOOK AT MY p  :-* RT

NPn -  :P
aVL -  :question:
APn -  ::)
OcE -  :whistle:
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 09, 2015, 08:29:27 am
 :-[

Angels with silver wings. Shouldn't know suffering. I wish I could take the pain for you. If God has a master plan. That only He understands.

Depeche mode
Title: Re: Pulverized Sand Box
Post by: Nivek on April 09, 2015, 08:34:56 am
En daai gesig? :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 09, 2015, 10:55:01 am
Not Market related.  :-[  But thanks for asking
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 09, 2015, 03:51:28 pm
Thanks qriffin, I keep calling you Griffin ....  :frustrated:

Shares in Hong Kong and Tokyo outperform the region to scale fresh multi-year highs early Thursday. Other parts of Asia saw relatively muted gains as a near 7 percent slide in oil prices tapered the impact of an inspiring lead from Wall Street overnight.

Hang Seng surges 4% to 7-year high; Nikkei at 15-year high

Title: Re: Pulverized Sand Box
Post by: Patrick on April 09, 2015, 07:26:20 pm
Actually were above that point. The average p/e is currently sitting at around 200. The p/e of the NASDAQ was 146 at its peak. .
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 10, 2015, 11:18:52 am
DRD
SGL
AEL - any1 looking at this 1?
Weekend  :-X
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 14, 2015, 11:00:04 am
NPN -  ;D
10c -  ;D
APN -  :-X
OCE -  :-X
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 22, 2015, 11:01:43 am
Weekly check : -

NPN -  ;D
AVL -  ;D
APN -  :(
OCE -  :-X
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 22, 2015, 12:27:59 pm
One does not simply buy a share and forget about it, keep an eye on it.

jaDEB, what u doing the weekend  --  GTAV   :)   - Call me Trevor.
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 23, 2015, 09:10:41 am
PE:-

NPN - 111  :TU:
APN - 33   :-X
AVL - 44   ::)
OCE - 17   ;)

Title: Re: Pulverized Sand Box
Post by: jaDEB on April 24, 2015, 11:29:26 am
NPN -  :-*
APN -  >:(
AVL -  ::)
OCE -  >:(
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 28, 2015, 04:13:14 pm
NPN -  :-*   :P
APN -  :wall:  :wall:
OCE -  ???  :-X
AVL -  :P  ???  :-*

PS. On the darkside I jump from Last to 18th, all my Iron Ore ....
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 05, 2015, 08:57:03 am
Port Update : -

Port 1.

AVL : +15%


Port 2.

AVL : + 7%   High Hopes
APN : - 19% Should be above R400 level, but I am not an expert.
NPN : + 23% U should have internet / web company as part of port
OCE : - 3% Moneypenny said there is lot of fish in the sea.


Please feel free to comment on above shares.
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 05, 2015, 04:27:15 pm
No, I cannot invest in Sasol.
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 06, 2015, 10:14:10 am
PE :

APN - 31
AVL - 52
NPN - 107
OCE - 20

EX front man from Oasis Noel Gallagher's new album is nice !! Hard to get in RSA. Musica had 3 copies in all their stores in RSA. LOL, probably has 2 billion of Steve and Britney.
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 06, 2015, 04:36:58 pm
 :frustrated:  :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 11, 2015, 05:48:57 pm
 :)

Cautionary Announcement

OCEANA GROUP LIMITED
(Incorporated in the Republic of South Africa)
(Registration number: 1939/001730/06)
JSE share code: OCE
NSX share code: OCG
ISIN: ZAE000025284
(“Oceana” or “the Company”)

                        CAUTIONARY ANNOUNCEMENT


Shareholders of Oceana are advised that the Company is currently in advanced
discussions with Daybrook Holdings Incorporated, a United States fishing and
processing operation, relating to a potential transaction which, if successfully
concluded may have a material effect on the price of the Company’s securities.


Accordingly, shareholders are advised to exercise caution when dealing in the
Company’s securities until a further announcement in this regard is made.


Cape Town
11 May 2015
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 12, 2015, 11:48:01 am
Update:-

NPN : PE 104
AVL : PE 54
APN : PE 31
OCE : PE 18
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 13, 2015, 02:00:49 pm
http://www.moneyweb.co.za/news/companies-and-deals/tencent-profit-jumps-to-record-beats-estimates-on-game-revenue/


 ;D


Tencent profit jumps to record, beats estimates on game revenue

Technology giant has benefitted from chairman’s $5.8bn deal spree last year. Naspers up 2%.

Lulu Yilun Chen, Bloomberg | 13 May 2015 11:29

Tencent Holdings Ltd. Chairman And CEO Ma Huateng Attends Annual Earnings Conference
Ma ''Pony'' Huateng, chairman of Tencent Holdings


Tencent Holdings profit rose to a record and beat analyst estimates as Asia’s second-largest Internet company boosted sales by adding more smartphone games.

Net income climbed 7% to 6.88 billion yuan ($1.1 billion) in the three months ended in March, the Shenzhen-based company said in a statement Wednesday. That compares with the 6.7 billion-yuan average of eight analyst estimates compiled by Bloomberg.

Tencent is benefiting from Chairman Ma Huateng’s record $5.8 billion deal spree last year as he boosted investments in mobile games, online shopping and travel services to compete with Alibaba. The billionaire is also experimenting with selling advertising on its mobile messaging platforms QQ and WeChat, which combined have more than 1 billion registered users.

“Mobile gaming posted strong growth as Tencent expanded to more mid- to hard-core games that encourage users to spend more money,” Li Muzhi, a Hong Kong-based analyst at Arete Research Service LLP said before the earnings. “What people really care about now is whether Tencent can prove it is making progress on selling ads on WeChat.”

Ma is on track to invest even more this year, already agreeing to spend $3.3 billion on acquisitions, according to data compiled by Bloomberg. Deals include an agreement last month to take a 15% stake in Glu Mobile, the San Francisco-based developer of mobile games, including one based on reality television celebrity Kim Kardashian.

Tencent has acquired streaming rights for National Basketball Association games, Sony Music Entertainment, Warner Music Group and Time Warner’s HBO network. Last month, Ma added streaming rights for Twenty-First Century Fox’s FOX, FOX Sports and the National Geographic Channel.

The company is also using its online retail affiliate JD.com, to challenge Alibaba, operator of China’s largest online shopping sites.

Multinational media company Naspers, which owns 33.85% of Tencent, was up 2.42% at R1 820 by 11:15 am.
Title: Re: Pulverized Sand Box
Post by: Moonraker 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
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 18, 2015, 10:42:10 am
Weekly look at my stuff.

APN - Under cautionary, is buying food stuff for children.
OCE - Under cautionary, talking to US company about fishies. Profit is down 11%
AVL - Bought @ R2.08 & R2.23 - Just not to sure if I should keep long term. still thinking
NPN - Orca made his millions on CML - NPN is jaDEB's CML. Still kicking myself for not listening to Orca when we were in the darkside.
Title: Re: Pulverized Sand Box
Post by: Orca on May 18, 2015, 12:56:56 pm
Geeze. Too hot today to go outside so must bug you guys . Yes jaDEB. Should have listened to you and NPN this year.
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 18, 2015, 05:45:41 pm
S32
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 19, 2015, 12:26:12 pm
Release Date: 19/05/2015 10:45:00      Code(s): OCE     [Email this JSE Sens Item to a Friend]   [Printer Friendly Version]

Announcement regarding the proposed acquisition by Oceana Group Limited of Daybrook Fisheries

OCEANA GROUP LIMITED
 (Incorporated in the Republic of South Africa)
(Registration number: 1939/001730/06)
JSE share code: OCE
NSX share code: OCG
ISIN: ZAE000025284
(“Oceana” or “the Company” or “the Group”)

ANNOUNCEMENT REGARDING THE PROPOSED ACQUISITION BY OCEANA
OF DAYBROOK FISHERIES, INC. (“DAYBROOK FISHERIES”) AND FURTHER
CAUTIONARY ANNOUNCEMENT


1. INTRODUCTION


   The board of directors of Oceana (“the Board”) is pleased to announce that it has
   concluded an agreement (“the Stock Purchase and Merger Agreement”) to
   acquire indirectly by combination of a merger and stock purchase, the entire
   issued share capital of Daybrook Fisheries for a purchase consideration of
   USD 382.3 million (approximately ZAR 4,588 million) to be satisfied through a
   combination of Oceana cash on hand, term debt facilities (as required), an equity
   bridge facility and United States (“US”) debt (as discussed more fully below) (“the
   Proposed Acquisition")*.


   Daybrook Fisheries is a vertically-integrated fishing company engaged in
   harvesting and processing of Gulf Menhaden into fishmeal and fish oil.


   The Proposed Acquisition is classified as a Category 1 transaction for Oceana
   under the Listings Requirements of the JSE Limited (“JSE”).


  *Unless otherwise noted, all USD figures have been converted at the ZAR/USD
   exchange rate of 12.00, being the hedged forward exchange rate at which the
   Proposed Acquisition is expected to be completed. Capitalised terms used in this
   section have the same meaning as ascribed in the body of this announcement.

Title: Re: Pulverized Sand Box
Post by: jaDEB on May 21, 2015, 08:33:18 am
 :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 21, 2015, 09:17:49 am
ASPEN PHARMACARE HOLDINGS LIMITED
(Incorporated in the Republic of South Africa) (“Aspen Holdings”)
Registration number: 1985/0002935/06
Share code: APN
ISIN: ZAE000066692
and its subsidiaries (collectively “Aspen” or “the Group”)


DIVESTMENT OF PORTFOLIO OF BRANDED AND GENERIC PRODUCTS TO STRIDES ENTITIES

Aspen is pleased to announce that certain of its wholly owned Australian subsidiaries (collectively “Aspen
Australia”), have entered into an agreement with Strides (Australia) Pharma Pty Ltd (“Strides Australia”), a
company incorporated in Australia, in terms whereof Aspen Australia will divest to Strides Australia, a
portfolio of approximately 130 products for a consideration of approximately A$265 million (“the Australian
Transaction”).

The portfolio of products in the Australian Transaction comprises a generic pharmaceutical business
together with certain branded pharmaceutical assets. This portfolio recorded revenue of A$106 million and
a direct contribution to profit before tax of A$26 million for the year ended 30 June 2014.

In a separate transaction, Aspen Global Incorporated (“AGI”), a company incorporated in Mauritius, has
entered into an agreement with Strides Pharma Global Pte Limited (“Strides Singapore”), a company
incorporated in Singapore, in terms whereof AGI will divest to Strides Singapore, a portfolio of six branded
prescription products, for a consideration of approximately US$92 million. This portfolio recorded revenue
of US$12 million and a direct contribution to profit before tax of US$10 million for the year ended
30 June 2014.

Strides Australia and Strides Singapore are wholly owned subsidiaries of Strides Arcolab Limited (“Strides”),
a pharmaceutical company headquartered and publicly listed in India. Strides have a key focus on the
development and manufacture of IP-led, niche pharmaceuticals products.

These transactions form part of Aspen’s communicated strategic intent to focus attention in areas where
most value can be added and to lessen complexity.

The transactions are conditional upon, inter alia, the approval of the Australian Foreign Investments Review
Board.


Durban
21 May 2015
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 22, 2015, 11:49:17 am
Update : -

APN - PE 34
AVL - PE 55
NPN - PE 106
OCE - PE 18

Title: Re: Pulverized Sand Box
Post by: Nivek on May 22, 2015, 04:45:05 pm
You and my wife have something in common. Expensive taste!  :LHST:
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 25, 2015, 08:09:51 am
 :LHST:   :wall:   :LHST:
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 29, 2015, 09:33:14 am
Bloomberg and Reuters


African Bank Investments Limited (Abil), which collapsed in August, said that instead of trying to arrange an initial public offering next year, a share sale may be years away.

“The curator anticipates that the new entity will require several years of trading in order to build up a track record which will be acceptable to potential investors before it can be listed” on the JSE, Abil treasurer Gavin Jones, said yesterday
Title: Re: Pulverized Sand Box
Post by: Patrick on May 29, 2015, 12:39:38 pm
Bloomberg and Reuters


African Bank Investments Limited (Abil), which collapsed in August, said that instead of trying to arrange an initial public offering next year, a share sale may be years away.

“The curator anticipates that the new entity will require several years of trading in order to build up a track record which will be acceptable to potential investors before it can be listed” on the JSE, Abil treasurer Gavin Jones, said yesterday

And the former investors, just remain out of pocket then?
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 05, 2015, 09:00:04 am
AVL : PE 55         Results date Approximate : 29 Sept / 24 Feb
APN : PE 30         Results date Approximate : 10 Sept / 4 Mar
OCE : PE 17         Results date Approximate : 6 Nov / 26 May
NPN : PE 103       Results date Approximate : 23 Jun / 25 Nov

Frikkie but it is cold


Title: Re: Pulverized Sand Box
Post by: Moonraker on June 05, 2015, 05:16:59 pm
Closer to default ?  :-X

Title: Re: Pulverized Sand Box
Post by: jaDEB on June 10, 2015, 05:57:42 pm
POrtf Update

Port 1:

APN - 17%
NPN - 49%
OCE - 26 %

POrt 2 :

AVL - 96%

Title: Re: Pulverized Sand Box
Post by: jaDEB on June 17, 2015, 09:39:19 pm
NPN update looks good
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 18, 2015, 08:29:54 am
Naspers Limited
(Incorporated in the Republic of South Africa)
(Reg. No 1925/001431/06)
JSE Share Code: NPN  ISIN: ZAE000015889
LSE ADS Code: NPSN ISIN: US6315121003
(“Naspers”)



Trading Statement



Shareholders are advised that the Naspers group is presently finalising its provisional

report for the year ended 31 March 2015.



We expect core headline earnings per share to be between 25% (2 726 cents) and

30% (2 835 cents) higher than the comparable period’s 2 181 cents. Shareholders are

reminded that the board considers core headline earnings an appropriate indicator of

the sustainable operating performance of the group, as it adjusts for non-recurring and

non-operational items.


It is expected that earnings per share for the year ended 31 March 2015, will be

between 135% (3 422 cents) and 145% (3 567 cents) higher compared to the prior

period’s 1 456 cents, mainly as a consequence of gains recognised by our associates
                                         

on the sale and remeasurement to fair value of investments. These gains have been

excluded from both core headline earnings and headline earnings per share.



Headline earnings per share for the year are expected to increase between 15%

(1 741 cents) and 20% (1 817 cents) from the prior period’s 1 514 cents.



Further details will be provided in the provisional report, due to be released on or

about 29 June 2015. Financial information on which this trading statement is based

has not been reviewed or reported on by the company’s auditors.




Cape Town

17 June 2015

Sponsor: Investec Bank Limited
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 23, 2015, 03:12:03 pm
AVL - PE 52
APN - PE 32
NPN - PE 109
OCE - PE 17

Title: Re: Pulverized Sand Box
Post by: jaDEB on June 24, 2015, 06:34:56 pm
Cool, I reached a new high with my Portfolio today.  :TU: , thanks to NPN going up and my OCE and APN recovering. (Un - jinx)

Title: Re: Pulverized Sand Box
Post by: jaDEB on June 29, 2015, 05:59:57 pm
Naspers Limited - Summary Of The Audited Consolidated Results Of The Naspers Group For The Year Ended 31 March 2015

Release Date: 29/06/2015 17:50:00      Code(s): NPN     [Email this JSE Sens Item to a Friend]   [Printer Friendly Version]

Summary of the audited consolidated results of the Naspers group for the year ended 31 March 2015

NASPERS LIMITED
Incorporated in the Republic of South Africa
(Registration number 1925/001431/06) ("Naspers")
JSE share code: NPN       ISIN: ZAE000015889
LSE share code: NPSN      ISIN: US 6315121003

Provisional report

Summary of the audited consolidated
results of the Naspers group
for the year ended 31 March 2015

Commentary
Naspers made progress across its video-entertainment (previously
"pay television") and internet platforms. We strengthened our position
in several markets through incremental investments in people,
technology, content and marketing – allowing growth ahead of our
competitors. Core headline earnings, a measure the board considers
a reliable indicator of sustainable operating performance, grew 30%.
Some R10,7bn was invested in development spend in growing the
business. This is a 33% increase on the prior year.

The classifieds and etail businesses saw strong growth. We continue
to invest in these formats as they are gaining market share globally.
The smartphone is becoming the primary internet device in many of our
markets, and we are dedicating considerable resources to advancing
our mobile products.

The video-entertainment business made solid progress with the total
base closing at some 10,2m households across Africa. This comprises
2,2m digital terrestrial television (DTT) subscribers and almost 8m
direct-to-home (DTH) satellite service subscribers.

FINANCIAL REVIEW
On an economic-interest basis, revenue grew 26% during the year,
driven by solid growth in the internet, ecommerce and video-
entertainment segments.

The increase in development spend is mainly attributable to the
ecommerce and video-entertainment segments, including increased
shareholdings in equity-accounted ecommerce investments Souq,
Konga and Flipkart, plus continued investment in DTT in the video-
entertainment segment. Given ongoing delays in analogue switch offs,
we decided to invest incrementally in the second half of the year to
continue to drive DTT growth, which resulted in 1,4m African homes
being added to the base, to close the year at 2,2m subscribers.

Listed internet investments Tencent and Mail.ru were the main
contributors to the group's share of equity-accounted results increasing
to R16,4bn (2014: R10,8bn). Tencent produced strong results as it
continues on its growth path. Our share of equity-accounted earnings
includes once-off gains on the remeasurement of Mail.ru's interest
in VK.com, the sale of Mail.ru's shares in Qiwi amounting to R3,9bn,
as well as R1,7bn representing our share of gains realised by Tencent
on the sale of certain investments and on the dilution of Tencent's
interest in Kakao Corporation following a merger. A net once-off
gain of R1,5bn was recognised mainly relating to dilution of our
shareholding in Flipkart. Impairment losses of R478m were
booked on underperforming equity-accounted investments
in the ecommerce segment.

Core headline earnings grew 30% to R11,2bn (2014: R8,6bn), mainly
due to increased earnings contributions from Tencent and some
of the profitable ecommerce businesses.

Impairment losses of R684m were recognised mainly relating
to broadcasting equipment and intangible assets.

Net interest incurred on borrowings amounted to R1,6bn
(2014: R1,3bn), on the back of the rand depreciating against the
USdollar and drawdowns on existing credit facilities to fund
acquisitions and development spend. Consolidated net gearing stood
at 30% at 31 March, excluding transponder leases and non-interest-
bearing liabilities.

Increased development spend, plus capital expenditure to build
our DTT footprint and TV production facilities in East and West Africa,
resulted in free cash outflow of R515m (2014: outflow of R349m).
Tax payments were up 16% year on year, as a result of profits
in the video-entertainment segment and some profitable
ecommerce businesses.

SEGMENTAL REVIEW
This segmental review includes consolidated subsidiaries, plus a
proportionate consolidation of associated companies and joint ventures.

Internet
The group's internet businesses continue to show lively growth.
Segment revenues increased 37% to R78bn (2014: R57bn). Trading
profits grew 96% to R13bn (2014: R6,6bn), mainly attributable to
the operating performance of Tencent and some of the profitable
ecommerce businesses.

Tencent
The transition of internet usage from desktop to mobile continues
at a rapid rate. In China, mobile internet users now account for 85%
of total internet users. Tencent has seen strong growth in its Weixin
mobile-communication, social and commerce platform, mobile games,
and mobile video. Tencent continued to expand its partnerships with
a series of investments in leading vertical players such as Dianping
(local restaurant and services search), 58.com (online classifieds),
as well as BitAuto and Leju (auto and real estate verticals) and JD.com
(first-party ecommerce).

Revenues for the year grew 31% to RMB78,9bn, with non-GAAP
profit attributable to shareholders (Tencent's measure of normalised
performance) up 43% to RMB24,2bn. Online advertising delivered strong
growth of 65%. More information on Tencent's results is available at
www.tencent.com/en-us/ir. Tencent's excellent performance contributed
R14,6bn (2014: R9,7bn) to core headline earnings.

Mail.ru
Mail.ru fared well in a rather turbulent geopolitical environment.
It integrated VK.com following the acquisition of the remaining 48%
it did not own. Mail.ru has since launched a mobile advertising
platform to capitalise on increased mobile activity among its users.

Revenues for the year to December 2014 increased 15% year on year
to RUB35,8bn, with aggregate net profit up 11% to RUB12,5bn. Profit was
boosted by non-recurring gains on the acquisition of minorities
in VK.com.

With significant weakening of the rouble against most currencies,
Mail.ru's contribution to segment revenues and trading profit is rather flat
compared to last year, although up in rouble terms.

Ecommerce
Our ecommerce segment is growing rapidly. Revenues are up 36% to
R27,8bn (2014: R20,4bn). Given the different stages of maturity and
nature of the various ecommerce models, retail and marketplaces
currently generate the bulk of revenues. We wish to deliver superior
customer experiences in order to grow ahead of our competitors and
expand the market. This has implications for development spend,
which totalled R8bn, leading to a 14% increase in trading loss to R6,1bn
(2014: R5,3bn).

The businesses are now organised by functional lines. This makes us
more agile to move faster and build scale rapidly. In addition, businesses
are better able to share knowledge, technology and expertise. Execution
is strengthening throughout the group and the focus is on customer
satisfaction, engagement and retention.

We stepped up focus on 40 classifieds markets globally, all showing
good user and listings growth. A number of agreements were concluded
with Schibsted ASA Media Group, Telenor Holdings ASA and Singapore
Press Holdings Limited, covering classifieds assets in Latin America,
Southeast Asia and Eastern Europe. This should improve both our
service to consumers and the outlook of our classifieds platforms in
these regions.

The group has leading positions in some 20 markets. In March 2015 our
main brand, OLX, served 240m active users worldwide and garnered
34m visits per day on average, a growth of 33% year on year. Globally
about 54% of traffic comes from mobile and, in some markets, it is more
than 80%.

The etail businesses are expanding at a rapid pace, with revenues – on
an economic-interest basis – increasing 54% year on year. Meaningful
increases in organic traffic have been experienced in most of our
markets. To improve the customer experience, and to scale faster,
we merged Agito (etail business in Poland) and eMAG (regional etail
platform in Central and Eastern Europe). In South Africa, Kalahari and
Takealot merged to create a viable consumer destination in a smaller
market and bring a greater selection of products and higher quality
customer service to a previously underserved market. Our equity-
accounted etail investments Flipkart in India, Souq in the Middle East
and North Africa, and Konga in Nigeria all experienced rapid growth.
However, these markets are highly competitive and have absorbed
significant investments by competitors during the year. We are focused
on creating scale, expanding geographically, building delivery capabilities
and bringing etail experiences to markets where these services
previously did not exist.

Our payment solutions are differentiated by offering a broad range of
local payment options to customers and good conversion on sales for
merchants. We strengthened talent across the business. Five existing
regional payment businesses are being transformed into one global
company with a single brand and common supporting infrastructure –
PayU. This is similar to the way in which the classifieds businesses were
scaled. We believe it should help consumer conversion and uptake from
merchants.

Allegro, the group's largest marketplace business, is improving topline
growth. Scale advantages of this platform benefit EBITDA margins.
Allegro is building a business-to-consumer destination that delights
its customers and has growth potential. Investments are being made
in mobile.

The ibibo Group increased market share significantly in the Indian
online travel agents' market and is delivering significant growth on
mobile. redBus, the leading Indian bus vertical site, deployed new
mobile products and continues to innovate. ibibo's hotels offering is
being rolled out. Movile, in Brazil, again delivered firm results, growing
its core revenues and profits while continuing to invest in its Brazilian
online food-ordering business, iFood. We estimate iFood to have an 80%
market share.

Video entertainment
The video-entertainment segment produced another consistent
performance, generating revenues of R42,4bn – up 17% year on year.
Development spend increased 31% to R2,4bn as MultiChoice builds out
its DTT services, resulting in trading profit contracting by 6% to R8bn
(2014: R8,5bn).

Subscriber growth across the African continent remained robust. Some
727 000 DTH customers were added, bringing the DTH subscriber base
to almost 8m. The DTT network is now substantially in place, with
MultiChoice operating in 11 countries and 114 cities. The DTT base more
than doubled, closing at 2,2m customers. Kenya is one of the first African
countries to make the transition to digital as the analogue switchoff
rollout began in January 2015.

Competition from international online players with global reach,
such as Netflix, Amazon and Google, is increasing. MultiChoice is
investing in its online offering, expanding its delivery platforms and
improving products and services. The DStv Explora (personal video
recorder) is a significant differentiator and became internet-connected
in November 2014. Our "TV everywhere" strategy gained traction with
the launch of DStv Now. Connected services allow customers access
to a greater selection of entertainment on their tablet or smartphone
– anywhere, anytime. Home movie rentals were made available to all
DStv customers through BoxOffice, the video-on-demand service, which
is now available in 11 African countries. Average monthly rentals tally
around 600 000.

The focus on producing home-grown content tailored to specific
audience preferences was given a boost in Nigeria and Kenya, with
our new local studios stimulating local productions. In South Africa over
R2bn was spent on local sport and content. SuperSport remains the
largest funder by far of sport on the African continent.

Additional transponder capacity was purchased from Eutelsat and
Intelsat to strengthen in-orbit backup capacity. The group also invested
in a second broadcast site to ensure uninterrupted viewing for our
customer base.

The backend infrastructure of MWEB was disposed of. MWEB is now a
consumer-focused internet service provider. The deal created a
Wi-Fi joint venture in which MWEB holds a 49% interest.

Video entertainment attracts regulatory scrutiny in several territories.
Regulators are key stakeholders to the business and MultiChoice plays
an active role in supporting the broadcasting landscape.

Print media
The print-media segment saw the listing of printing business, Novus
Holdings Limited, in March 2015. The group received proceeds of R1,1bn
from the listing. The segment managed marginal revenue growth.
However, trading profit declined to R314m (2014: R606m) as the print
industry continues to face sectoral headwinds globally, and Media24 is
also investing in internet and ecommerce opportunities.

DIVIDEND NUMBER 86
The board recommends that the annual gross dividend be increased
by 11% to 470c (previously 425c) per listed N ordinary share, and 94c
(previously 85c) per unlisted A ordinary share. If confirmed by shareholders
at the annual general meeting on 28 August 2015, dividends will be
payable to shareholders recorded in the books on Friday 18 September
2015. It will be released on Monday 21 September 2015. The last date
to trade cum dividend will be on Friday 11 September 2015 (the shares
therefore to trade ex dividend from Monday 14 September 2015).
Share certificates may not be dematerialised or rematerialised
between Monday 14 September 2015 and Friday 18 September 2015, both
dates inclusive.

The dividend will be declared from income reserves. It will be subject
to the dividend tax rate of 15%, yielding a net dividend of 399,5c per
listed N ordinary share and 79,9c per unlisted A ordinary share to those
shareholders not exempt from paying dividend tax. Such dividend tax
will amount to 70,5c per listed N ordinary share and 14,1c per unlisted
A ordinary share. The issued ordinary share capital as at 26 June 2015
was 419 203 470 N ordinary shares and 712 131 A ordinary shares.
The company's income tax reference number is 9550138714.

Title: Re: Pulverized Sand Box
Post by: jaDEB on June 30, 2015, 11:18:17 am
Update :  :mad:

APN
AVL -  :-*
NPN
OCE -  :-*
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 30, 2015, 02:54:56 pm
NPN   :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 30, 2015, 06:02:20 pm
ACL - R12.15    ??? - what the  !!!!
HAR - R15.59  :whistle:
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 02, 2015, 04:24:24 pm
 :(
Title: Re: Pulverized Sand Box
Post by: Orca on July 02, 2015, 09:01:28 pm
I must rant here. Paying brokerage fees of just under R20K to sell my CML and buy into other shares is just crazy. I did after all do the selling and buying all by my lonesome.  :frustrated:
Title: Re: Pulverized Sand Box
Post by: Patrick on July 02, 2015, 11:39:47 pm
Who is your broker and what do they charge? Absa charges 0.4%, but I could move to easy equities for R170 a share and only pay 0.25% there.
Title: Re: Pulverized Sand Box
Post by: Orca on July 03, 2015, 05:59:05 pm
Thanks for bringing that up P. Had it not been for you I would not have investigated. They did indeed overcharge me. I am still waiting for a response from Imara. Instead of 0.25%, they charged me 0.58%.

Scale Starts   Scale Ends   Brokerage
-   250 000.00   0.70%
250 000.01   1 000 000.00   0.55%
1 000 000.01   1 500 000.00   0.40%
1 500 000.01   3 000 000.00   0.25%
3 000 000.01   9 999 999 999 999.99   0.20%
Title: Re: Pulverized Sand Box
Post by: Orca on July 03, 2015, 06:51:52 pm
Greece seems to be pulverized. Total debt is at €300b and needs a bailout of €50b to survive. Could not even afford the measly €1.6b repayment to the IMF. The dynamics of this debt is far too large for any economic sustainability and no severe austerity measures will help at all.
The Greek youths are already exiting the country in hoards and the highly skilled will follow suite.

My opinion is that all countries should print money on Greece Proof paper. 
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 07, 2015, 10:38:30 am
Weekly Update :-

APN : PE 32
AVL : PE 55 - So far grease proof  :TU:
NPN : PE 102
OCE : PE 18 - So far grease proof  :TU:


Title: Re: Pulverized Sand Box
Post by: jaDEB on July 07, 2015, 11:32:44 am
NPN
Title: Re: Pulverized Sand Box
Post by: Orca on July 07, 2015, 01:53:00 pm
With reference to my brokers fee tabled in a post above, how would you interperate this note.
Bear in mind that I sold a huge volume and it got sold in 3 tranches on the same day. The broker insists that they are correct to charge me for 3 separate trades.



Note that: the broking fee is calculated per share traded per day. If more than one order to buy the same share is executed on the same day, the broking fee will be calculated on the total value for the day as one trade. If one order to buy or sell shares is executed over two days, you will be charged a broking fee for the value traded on each day as two separate trades. One order to buy a share and one order to sell the same share on the same day will constitute two trades and will attract two separate broking fees.
Title: Re: Pulverized Sand Box
Post by: Patrick on July 07, 2015, 02:16:50 pm
I read it as one trade. Same share, same day you get charged the total. ABSA works this way too, if I put an order in and it activates for one share, I'll pay R120 on a R60 trade. If I see that I'll up my price until I reach the threshold where the percentage = minimum fee and I'll still only pay R120.

We have an Imara employee on the forum, I'll ask him to look at this too.
Title: Re: Pulverized Sand Box
Post by: Orca on July 07, 2015, 02:59:15 pm
Thanks P. The 0.18% difference translates to a few grand.
Title: Re: Pulverized Sand Box
Post by: Patrick on July 07, 2015, 03:53:19 pm
Sending you a PM.
Title: Re: Pulverized Sand Box
Post by: gcr on July 07, 2015, 06:22:26 pm
My 5 cents
My broker (and I thought all brokers worked the same way) treats any order to buy/sell shares as one order irrespective of number of bought/sold transaction in the day provided the entire order is executed on the same day. If your order is split over two or more days then brokerage would calculated per shares bought/sold on the given day.
To my knowledge this is not a broker rule but a JSE rule
 
Title: Re: Pulverized Sand Box
Post by: Orca on July 08, 2015, 06:08:53 pm
Got sorted. I am now on a flat rate of 0.5% irrespective of the size. Suits me fine as I have to sell small portions at a time to live on. Small trades are 0.7%.
Title: Re: Pulverized Sand Box
Post by: Mr_Dividend on July 08, 2015, 08:29:23 pm
I must rant here. Paying brokerage fees of just under R20K to sell my CML and buy into other shares is just crazy. I did after all do the selling and buying all by my lonesome.  :frustrated:

20K ouch! What did you end up buying/ planning to buy?
Title: Re: Pulverized Sand Box
Post by: Orca on July 08, 2015, 08:49:31 pm
Just got an email now from my broker. A flat rate of 0.5% on trades and 0.4% on volumes over R1.5m.

Thankfully, I am not yet in the market and intend buying DIVTRX, STXIND and some PGR for alpha. I still have about 20% in MTA and CIL though.
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 16, 2015, 12:20:33 pm
Playtime in Sandbox : -  8)

AVL : - PE 38 - Has this 1 hit the ceiling for a while? or keep bit longer ?
NPN - PE 104 - I believe China / IT is a keeper for now.
APN - PE 32 - Is busy buying a Company - Keep for now
OCE - PE 18 - Is also buying US Company - Keep for now.

PS, I am talking to myself, and is on tablets, thus do not take the aBoVe aS fiNAcIAl aDVice.
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 21, 2015, 08:53:59 am
Scary stuff, qriffin talk to me !!!  ???, when will the smart money be climbing in and catching the wave up?

Title: Re: Pulverized Sand Box
Post by: jaDEB on July 21, 2015, 03:58:57 pm
The oil guru who predicted last year’s rout said $100-a-barrel crude is likely to return within five years as faltering supply fails to meet demand.

Gary Ross, the founder of consultants PIRA Energy Group, said oil markets aren’t nearly as oversupplied as many believe and spare capacity is tight since Saudi Arabia is pumping all the crude it can without new drilling.

http://finance.yahoo.com/news/oil-guru-called-2014-slump-051633811.html

Title: Re: Pulverized Sand Box
Post by: jaDEB on July 27, 2015, 12:12:07 pm
pORt UPdAtE : -

avl : -  ???
APN :  8)
NPN :  :-X
OCE:  :-*
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 30, 2015, 08:32:23 am
:(

Bump Part 1

Title: Re: Pulverized Sand Box
Post by: jaDEB on July 30, 2015, 09:08:46 am
AVL : PE 55         Results date Approximate : 29 Sept / 24 Feb
APN : PE 30         Results date Approximate : 10 Sept / 4 Mar
OCE : PE 17         Results date Approximate : 6 Nov / 26 May
NPN : PE 103       Results date Approximate : 23 Jun / 25 Nov



Bump Part 2
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 03, 2015, 04:46:20 pm
AVL : -  :'(
NPN : -  ???  8)
APN : -  8)  ???
OCE : -  :TU:

The surprise for me is OCE, has been not going down so much, that righT jaDEB tikes sume mOre Tablits ....
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 13, 2015, 06:02:01 pm
Summary:

    Tencent Holdings (0700.HK) has posted a 32% increase in net profit for the second quarter to RMB 7.975 billion, beating the market estimate of RMB 7.304 billion, reports Sina.
    The company posted a 19% increase in revenue to RMB 23.4 billion, missing the consensus estimate of RMB 24 billion.

Why It Matters:

    Tencent announced that the income from its add-on value businesses had increased 17% to RMB 18.4 billion. In terms of add-on value businesses, gaming increased 17% compared with the same period in 2014 to RMB 12.9 billion, and Tencent’s social network business increased 18% to RMB 5.4 billion.
    Advertising income almost doubled to RMB 4 billion. Tencent attributed the fast growth in advertising income to video advertising and advertising aimed at its mobile app users.
    Tencent has also put considerable effort into monetarizing its flagship product, Wechat. The company has launched huge promotions to encourage users to link their accounts to credit cards in order to increase Tencent’s online payments market share.

http://sgi.seleritycorp.com/tencent-posts-32-increase-in-net-profit-for-2q-2015/
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 14, 2015, 10:58:11 am
AVL - ???
APN -  :frustrated:
OCE -  8)
NPN -  8)
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 18, 2015, 12:22:15 pm

Portfolio 2

AVL - 96 %


Portfolio 1

APN - 17%
NPN - 45%
OCE - 30 %


And frikkin look at Sygnia like Orca / Moneypenny (The rich people of this site) - Others are the good looking people of the site.  :LHST:

and PS. Keep an eye on ACL ... ... ... ... recovery can makes lots of moola...

Title: Re: Pulverized Sand Box
Post by: jaDEB on August 19, 2015, 06:14:47 pm
Name (Code)                            PE

GLN                                          15
LON                                         - 5
ACL                                         - 15
SGL                                           13
ANG                                         - 18
Title: Re: Pulverized Sand Box
Post by: Orca on August 19, 2015, 08:33:19 pm
What did you learn from that? Stay out of commodities and resources.
I am getting worried now as too many CEO's are hedging and selling.
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 20, 2015, 08:36:14 am
I agree 100%, Orca, as u know I was heavy into commodities, in the Darkside Days. But damn, I am getting withdrawal symptoms. I is thinking, witch is dangerous.
Title: Re: Pulverized Sand Box
Post by: Orca on August 20, 2015, 09:07:14 pm
Yes. Thinking is a pesky drain on the brain. Try and avoid it at all costs.  :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 24, 2015, 12:24:29 pm
There has to be a upside to this downside . ? Duh, time for tablets again jaDEB?

Sold APN, bought more NPN ....

Hold on to your horses.....   :whistle:

Port 1.

NPN 63%
OCE 30%


Port 2.

AVL 96 %

Title: Re: Pulverized Sand Box
Post by: jaDEB on August 25, 2015, 08:40:37 am
Shanghai Stock Exchange Composite Index / JSE     :frustrated:  :wall:  :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 25, 2015, 08:47:43 am
 :'(

Title: Re: Pulverized Sand Box
Post by: jaDEB on August 25, 2015, 09:55:20 am
Bump 
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 02, 2015, 06:22:44 pm
Update -

Port 1 :

NPN - 63% (8% Profit)
OCE - 30 % (3% Loss)

Port 2 :

AVL - 96 % (1% Profit)
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 03, 2015, 08:25:26 am
AVL : PE 64         Results date Approximate : 29 Sept / 24 Feb
APN : PE 30         Results date Approximate : 10 Sept / 4 Mar
OCE : PE 18         Results date Approximate : 6 Nov / 26 May
NPN : PE 92       Results date Approximate : 23 Jun / 25 Nov
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 07, 2015, 09:15:00 am
I is using Moneyweb now for graphs. new Bloomberg sucks. :mad:
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 08, 2015, 06:14:31 pm
Frikkie's pics for 2015  :-*

ACL
HAR
LON

Am I reading the Net Asset value's right?
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 09, 2015, 12:34:23 pm
SASFIN

Total income for the year grew 8% to R956.6 million (R888.5 million). Profit from operations jumped to R232.5 million (R201.3 million). Profit attributable to equity holders rose 18.8% to R178.7 million (R150.4 million). In addition, headline earnings per share increased by 16.5% to 566.74 cents per share (486.27 cents per share).
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 09, 2015, 12:55:31 pm
Frikkie's pics for 2015  :-*

ACL
HAR
LON

Am I reading the Net Asset value's right?

Seven of Harmony’s 12 mines are losing money and it will gradually close three of its largest if cost cuts don’t make them profitable by year-end, Briggs said.

The industry is stuck in a “time warp”, said Bruce Williamson, a former mine engineer who helps manage R2bn at Imara Asset Management in Johannesburg. “Every time they tried to innovate, it would prove too difficult and too costly so they fell back on the low-cost, low-skill model.”

The problem is that low-cost mining is getting more expensive. Remuneration costs jumped 60% in the seven years to 2014 even as the number of employees dropped 30%, according to the Chamber of Mines.

The two largest unions have rejected an offer to raise basic pay from about R6 000 a month and the National Union of Mineworkers (NUM) has declared a dispute. A mediation process will start on September 14 and the NUM has said it can’t rule out a strike.

Without an agreement, South Africa’s gold industry will continue its decline, according to AngloGold’s Venkatakrishnan.

“What you’ll see is companies cutting short the life of mines,” he said
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 21, 2015, 04:29:18 pm
Update : -

AVL - PE 65  ???
NPN - PE 97  ???
OCE - PE 17 :-*
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 28, 2015, 11:30:54 am
Glencore Plc fell to a record low as Goldman Sachs Group Inc. said the company’s recent steps to reduce debt and bolster its balance sheet are inadequate.
"Investors are not yet convinced that Glencore has gone far enough to totally allay fears that the industrial assets can service the new lower debt level," Goldman Sachs analysts including Eugene King, said in a report Thursday. "Recent underperformance suggests that the measures exercised are insufficient and more is needed."
Glencore dropped for the fifth time in six days. The shares fell 9.6 percent to close at 98.61 pence in London, the lowest since the company’s $10 billion initial public offering in 2011.
Dividend Cut
Shares of the miner and commodity trader run by billionaire Ivan Glasenberg have plunged 67 percent this year as sliding commodity prices reduced earnings and forced the company to scrap its dividend and sell new stock. Glencore announced a $10 billion debt-reduction program earlier this month to strengthen its balance sheet as China’s economic slowdown deepens.
Goldman Sachs lowered its share-price target on Glencore to 130 pence from 170 pence. The rating remains "neutral" and the bank expects continued volatility.
Should commodity prices fall another 5 percent, the metrics needed to maintain the company’s credit rating would be out of the required range, Goldman Sachs estimated. Goldman Sachs also lowered its profit estimates for Glencore, citing lower thermal and metallurgical coal forecasts. Earnings will be 9 cents a share in 2016, the bank said, down from an earlier 20-cent forecast.
In a separate report, the bank said the bear market in copper will persist for years. It reiterated a call for prices to fall to $4,800 a metric ton by the end of the year. The metal was little changed at $5,054 on the London Metal Exchange on Thursday
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 01, 2015, 12:13:21 pm
Update : -

Port 1:

NPN + 15%
OCE  - 4%

Port 2 :

AVL  + 10%
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 05, 2015, 03:37:35 pm
Re-Cap

NPN -  :)

OCE -  :-*

AVL -  :)
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 07, 2015, 09:00:00 am
AVL : PE 76

24 Feb 2016   Next Interim Results   
1 Sep 2016   Next Final Results      

OCE : PE 19

6 Nov 2015   Next Final Results
26 May 2016   Next Interim Results

NPN : PE 105

25 Nov 2015   Next Interim Results   
29 Jun 2016   Next Final Results   

Title: Re: Pulverized Sand Box
Post by: jaDEB on October 07, 2015, 01:01:11 pm
Radar on/off : -

LON Up 57 % - 7 days - High 52 weeks R34.00
GLN Up 53 % - 7 days - High 52 weeks R58.00
SGL Up 36 % - 7 days - High 52 weeks R32.00
AQP Up 65 % - 7 days - Down  94 % - 5 years
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 09, 2015, 08:33:46 am
Patrick if, in IC, u click on my holding u get correct info.

But if u click on leader board, then on your name u get different info. see attachments.

Title: Re: Pulverized Sand Box
Post by: jaDEB on October 14, 2015, 04:49:25 pm
Update : -

OCE -  :-*
NPN -  ::)
AVL -  8)
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 15, 2015, 06:16:17 pm
 :-*  :TU:  O:-)
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 16, 2015, 06:42:49 am
Bump

AVL : PE 76

24 Feb 2016   Next Interim Results   
1 Sep 2016   Next Final Results      

OCE : PE 19

6 Nov 2015   Next Final Results
26 May 2016   Next Interim Results

NPN : PE 105

25 Nov 2015   Next Interim Results   
29 Jun 2016   Next Final Results
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 16, 2015, 08:10:28 am
So is China about to puff up its economic report card once more?

Quite the contrary, according to one of the world's foremost emerging market investors, Mark Mobius. 

"I know there's a lot of debate as to whether the numbers are true, whether it's really 7 percent, but our numbers indicate that it is at least that," the chairman of the emerging-markets group at Franklin Templeton Investments  said in a recent interview with Bloomberg TV. "We think that a lot of the economy is not really being counted because China is being converted from a manufacturing-oriented economy to a service economy."

That gels with the view of Rhodium Group analysts in a September report for the Center for Strategic and International Studies.

Their 200-plus page study found China's GDP methodologies are largely in line with international practices and charges that estimates are sheer fabrications are "misinformed." Still, they acknowledged that Chinese statistics and their transparency are "sometimes shaped by political interests."

China's economy is bigger, not smaller than official data suggests, the analysts found, with the services sector the hardest to measure and real estate even more important than currently reflected

Title: Re: Pulverized Sand Box
Post by: jaDEB on October 18, 2015, 11:40:35 am
Update / refresh

NPN -

Close 2 it's 52 week high
PE - 108
Forward PE - 44
NAV - R195

OCE -

Close 2 it's 52 week high
PE - 19
Forward PE - 18
NAV - R16

AVL -

Frikkin Close 2 it's 52 week high
PE - 76
Forward PE - Not available
NAV - R1

Title: Re: Pulverized Sand Box
Post by: jaDEB on October 21, 2015, 01:53:38 pm
Update :

Port 1.

NPN + 28%  (65% of Portfolio)
OCE + 6%  (28% of Portfolio)

Port 2.

AVL + 20%  (96% of Portfolio)
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 21, 2015, 03:16:37 pm
Venezuela, whose currency has lost 87 percent of its value on the black market in the past year, is urging fellow OPEC members to reverse course and curb production to support prices. Eulogio Del Pino, the nation’s oil minister, will “present evidence” at talks between OPEC and non-members on Wednesday that a price of $88 a barrel is needed to ensure investment in supply, President Nicolas Maduro said on state television.

Iran agrees that OPEC ought to reduce output to engineer a price recovery to $70, but it’s doubtful the group will enact any measures to do this, the nation’s Oil Minister Bijan Namdar Zanganeh said Oct. 19. The Persian Gulf nation is planning to boost its own output by 1 million barrels a day next year if international sanctions are lifted.

Faltering U.S. supplies show the Saudi-led strategy is paying off, said Societe Generale’s Wittner. “If there are folks in the oil market who expect this is going to end with a new game plan, they’re going to be very disappointed,” he said.
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 22, 2015, 10:03:34 am
Lonmin.

LONMIN, the world’s third-largest platinum producer, will raise $400m in a rights issue and put in place an amended debt facility for $370m before the end of the year.
Lonmin has existing debt facilities of $543m, which mature in May and June next year, and the amended debt facilities, which will mature in May 2020, will be conditional on the company raising the $400m in a rights issue.
Credit committee approval is also needed to secure the amended debt facilities.
"The board believes that the proposed rights issue and the amended debt facilities taken together will strengthen the business and provide the group with sufficient resources for working capital and capital expenditure to sustain the business in an ongoing low platinum group metal pricing environment," the company said in a statement on Wednesday.
The terms of the rights issue will be made known and underwritten on November 9. The board wants to conclude the rights issue before the end of the year and will hold a shareholder meeting on November 19 to vote on the proposal.
The Public Investment Corporation, which owned about 7% of Lonmin, had said it would take up its entitlement and contribute to underwriting the rights issue, Lonmin said.
In the year to end-September, Lonmin sold 751,560oz of platinum, which was above its guidance of 730,000oz.
Lonmin would set aside R800m to restructure its business in a process that would affect 6,000 jobs by September next year. So far, 1,550 people had left Lonmin through a voluntary separation process and early retirement.
Lonmin would generate sales of about 700,000oz of platinum in its 2016 financial year, falling to 650,000oz for the following two years as its restructuring, including the closure of high-cost shafts took effect.
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 26, 2015, 03:59:07 pm
uPDATE & lOokat.

NPN -  :-*
OCE -  :-*
avl -    :-* 

drd -  ???
LON - ???
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 26, 2015, 05:01:41 pm
JOHANNESBURG (Reuters) - South African media firm Naspers will sell its holdings in two Czech online businesses for $201 million after failing to merge it with a Romanian internet retailer, the company said on Monday.

Naspers, which started as an Afrikaans language newspaper publisher a century ago, said the disposal of online retailer Netretail and price comparison platform Heureka was part of a plan to optimise its group structure.

After different strategies prevented Naspers from merging Netretail with Romania's eMag, both of which it bought in 2012, the company said it decided to focus on eMag as its preferred e-tail platform in the region.

"Naspers' other businesses in the region are unaffected by this disposal," the company said in a statement, adding that the transaction was subject to antitrust clearance.

The Cape Town-based company announced on Friday it had increased its stake in Russian classifieds group Avito to a majority in a $1.2-billion deal with existing shareholders.

Naspers, which has expanded rapidly and globally into e-commerce over the past decade, increased its stake in Avito to 67.9 percent from 17.4 percent.

The South African company initially invested in Avito in 2013.
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 29, 2015, 08:28:08 am
NPN - R 2065.00 (NAV - R196)

ACL - R8.50 (NAV - R52)

LON - R4.95 (NAV - R66)

OCE - R105.00 (NAV - R17)

AVL - R2.35 (NAV - R1.01)
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 29, 2015, 06:01:03 pm
KIO  :-X
Title: Re: Pulverized Sand Box
Post by: Orca on October 29, 2015, 07:13:07 pm
If you hold KIO, you would need anti depressants. Good news is that you can get it for free.
Just show the pharmacist your marriage certificate and a pic of your wife and he will give you as much as you want. Always works for me.
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 03, 2015, 09:19:21 am
Ports : -
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 05, 2015, 08:15:31 am
Facebook
Apple
Twitter
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 05, 2015, 11:16:24 am
HeRe I IS at mY desk lOOking aND THinKing of bUYing LON, lUcKILY I dID nOT.
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 06, 2015, 08:04:55 am
BUMP

AVL : PE 76

24 Feb 2016   Next Interim Results   
1 Sep 2016   Next Final Results      

OCE : PE 19

6 Nov 2015   Next Final Results
26 May 2016   Next Interim Results

NPN : PE 105

25 Nov 2015   Next Interim Results   
29 Jun 2016   Next Final Results
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 10, 2015, 11:47:49 am
BEIJING, Nov 10 (Reuters) - Tencent Holdings Ltd, China's biggest social network and online entertainment firm, saw third quarter revenue rise 34 percent, beating analyst estimates, its fastest growth rate in five quarters, partly from a surge in online advertising income.
Revenue for the quarter ending September rose 34 percent year-on-year to 26.59 billion yuan ($4.18 billion), above estimates of 25.26 billion yuan, according to a Thomson Reuters poll of 15 analysts.
Tencent's net quarterly income hit 7.45 billion yuan, versus estimates of 7.67 billion yuan.
($1 = 6.3603 Chinese yuan) (Reporting by Paul Carsten; Editing by Jacqueline Wong)
2015-11-10 11:33:48

Title: Re: Pulverized Sand Box
Post by: jaDEB on November 13, 2015, 09:10:21 am
uPdate :

Port 1:

AVL - 96 % of port - up 20%

Port 2 :

NPN - 67 % of port - up 40%
OCE - 27 % of port - up 10%



Title: Re: Pulverized Sand Box
Post by: jaDEB on November 16, 2015, 09:09:00 am
NPN -  :-*
OCE -  :TU:
AVL -  :TU: +  :whistle:

Title: Re: Pulverized Sand Box
Post by: jaDEB on November 18, 2015, 10:33:49 am
Good Website with Cartoons only we will understand.

https://app.hedgeye.com/insights/



Title: Re: Pulverized Sand Box
Post by: jaDEB on November 18, 2015, 02:08:27 pm
Update :

NPN -
OCE -
AVL -

Title: Re: Pulverized Sand Box
Post by: jaDEB on November 19, 2015, 08:06:24 am

You Likely Never Heard of the Best-Selling Game of 2015

by
 John Gaudiosi 
The post-apocalyptic open world game ‘Fallout 4’ earned over $750 million in 24 hours.

Activision Blizzard’s Call of Duty: Black Ops 3 is no longer the biggest entertainment launch of 2015.

Bethesda’s Fallout 4 sold 12 million copies and generated over $750 million in its first 24 hours at retail on Nov. 10. Those numbers obliterate the over $550 million in 72 hours that Activision-owned developer Treyarch earned with Call of Duty: Black Ops 3.

Yet while Activision ( ATVI 2.08% )   has done a great job of turning Call of Duty into a mainstream game franchise that most people, including nongamers, recognize, the Fallout franchise is one with dedicated gamers but little pop culture crossover.

 
In Fallout 4, gamers play the sole survivor of Vault 111 and enter a world destroyed by nuclear war. The game has been designed as an open world adventure, allowing players to craft their own character and embark on a unique exploration of the New England Wasteland.

SuperData Research CEO Joost van Dreunen has been a fan of the Fallout franchise since day one because of its unique aesthetic and experience.

“Its popularity seems to come from an odd blend of narrative and action,” van Dreunen says. “As the franchise has grown more mature over the years, it has inevitably attracted a larger player base, but its popularity among livestreamers on Twitch and YouTube has further accelerated its momentum.”

Fallout 4 set the record as the most viewed game launch of all 2015 games, according to Twitch.

Mike Schramm, video game analyst at EEDAR, says the Fallout franchise has three main audiences. There are the old-school PC gamers who remember the original turn-based games. There are fans of Todd Howard’s Bethesda Game Studios, whose last three games (Elder Scrolls III: Oblivion, Fallout 3, and Elder Scrolls IV: Skyrim) were hailed as games of the year on their respective releases. And Fallout 4 is also attracting fans of the new PlayStation 4 and Xbox One consoles as well.

“Bethesda announced the game as a surprise back at E3, and the title has squarely remained high on ‘most anticipated’ lists since then, matching up to other big names like Microsoft’s Halo 5, Activision’s Call of Duty: Black Ops 3, and Ubisoft’s Assassin’s Creed Syndicate,” Schramm says.

The game was one of the most preordered titles of the year at retailers. And digital sales were also strong, with sales over $100 million across Valve’s Steam platform and Sony and Microsoft’s digital stores. Van Dreunen says the game sold over 1.2 million PC and over 640,000 console digital copies at launch.

Van Dreunen says the digital success of Fallout 4 launch sales shows more gamers are willing to forego disc-based copies of big game releases. In North America, SuperData Research reports that full game downloads on PC and console generate $4.4 billion in annual revenue.

Fallout 4 established a concurrent play record on Steam with over 470,000 PC gamers playing at once.

The companion app, Fallout Pip-Boy, became the No. 1 game on the iTunes App Store, and the mobile Fallout Shelter app has been a success on both iOS and Android mobile devices. Schramm says Bethesda is likely to expand its mobile strategy. The company already is developing a mobile Elder Scrolls game.

Van Dreunen says this launch is a “slam dunk” for ZeniMax. He believes the financial gains will likely go toward maintaining the company’s creative independence, especially now that the games industry has entered a period of consolidation.

ZeniMax Media divisions include Bethesda Softworks, Bethesda Game Studios, id Software, Arkane Studios, Tango Gameworks, MachineGames, Battlecry Studios, ZeniMax Online Studios, ZeniMax Europe Ltd., ZeniMax Asia K.K., ZeniMax Asia Pacific Ltd., and ZeniMax Australia Ltd. The company has a large suite of game franchises, including Elder Scrolls, Doom, Quake, Fallout, Wolfenstein, Dishonored, The Evil Within, and Rage.

Schramm says the company’s new strategy of officially announcing Fallout 4 after four years of development and then shipping it five months later could impact both the way ZeniMax markets franchises in the future as well as the entire games industry.

“ZeniMax and other companies may build AAA schedules in the future to surprise players with more finished titles from trusted studios, rather than showing relatively unfinished work early,” Schramm says
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 20, 2015, 07:16:51 am
Trading Statement

Naspers Limited
(Incorporated in the Republic of South Africa)
(Reg. No 1925/001431/06)
JSE Share Code: NPN     ISIN: ZAE000015889
LSE ADS Code: NPSN      ISIN: US6315121003
(“Naspers”)



Trading Statement


Shareholders are advised that the Naspers group is presently finalising its interim
report for the six months ended 30 September 2015.

We expect core headline earnings per share to be between 37% (2 093 cents) and
42% (2 170 cents) higher than the comparable period’s 1 528 cents. Shareholders are
reminded that the board considers core headline earnings an appropriate indicator of
the sustainable operating performance of the group, as it adjusts for non-recurring and
non-operational items.

It is expected that earnings per share for the six months ended 30 September 2015,
will be between 10% (2 023 cents) and 15% (1 911 cents) lower compared to the prior
period’s 2 248 cents.
                                         
Headline earnings per share for the period are expected to increase between 25%
(1 410 cents) and 30% (1 466 cents) from the prior period’s 1 128 cents.

Further details will be provided in the interim report, due to be released on or about
27 November 2015. Financial information on which this trading statement is based
has not been reviewed or reported on by the company’s external auditor.


Cape Town
20 November 2015

Title: Re: Pulverized Sand Box
Post by: jaDEB on November 23, 2015, 09:05:10 am
NPN.
OCE.
AVL.
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 23, 2015, 09:46:51 am
 :'(
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 25, 2015, 09:26:12 am
Update
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 29, 2015, 09:35:54 am
I will be keeping mine -  :-*

NASPERS LIMITED

CONDENSED CONSOLIDATED INTERIM REPORT
for the six months ended 30 September 2015

Naspers continues to make progress in building consumer destinations and platforms in
fast-growing markets. These interim results, in the aggregate, are in line with the board's
expectations. Currency has had a material impact and, where possible, meaningful currency effects
have been isolated in this commentary.

Driven by growth in the ecommerce segment, revenue measured on an economic interest
basis grew 24% to R74,3bn, while in US dollar terms, revenue grew 5% to US$5,9bn. On an
organic basis, excluding the effects of foreign exchange and acquisitions, revenue grew by
20%. Core headline earnings increased 45% to R8,8bn, with Tencent and the South African
video-entertainment business being the main contributors. In US dollar terms, core headline
earnings were up 22% to US$693m.


In ecommerce, the marketplace and established classifieds businesses also delivered year-
on-year earnings growth. These earnings improvements were partly offset by increased
development spend of R5,1bn, measured on an economic interest basis – a 17% year-on-year
increase.


The classifieds business has made solid progress, outpacing competition. Naspers further
strengthened its position in classifieds with the recently announced transaction, subject to
regulatory approval, to take a controlling stake in Avito in Russia. The etail, marketplace and
travel businesses continue to make progress and are widening the gap in operating metrics
relative to competitors.


The digital terrestrial television (DTT) business and the South African video-entertainment
group continue to deliver customer growth and improved financials. The direct-to-home (DTH)
business in sub-Saharan Africa faced headwinds, mainly from a challenging macroeconomic
environment and currency weakness. In August we launched ShowMax, a subscription video-
on-demand (SVOD) service in South Africa.


Media24 has returned to a modest trading profit growth. The impact of sectoral declines in
its traditional print and media revenues is being offset by growth in its online and ecommerce
initiatives.

The following financial commentary and segmental review have been prepared on an
economic interest basis, including consolidated subsidiaries and a proportionate consolidation
of associated companies and joint ventures. Where relevant throughout this report, amounts
and percentages have been adjusted for the effects of foreign currency and acquisitions and
disposals. Such adjusted items (pro forma financial information) are quoted in brackets after
the equivalent metrics reported under International Financial Reporting Standards (IFRS).
A reconciliation of the pro forma financial information to the equivalent IFRS metrics is provided
in note 16 of this condensed consolidated interim report.

COMMENTARY

FINANCIAL REVIEW
Consolidated revenues of R37,8bn grew by 10% (10%), driven
by good growth in our ecommerce segment. In US dollar terms,
consolidated revenues were US$3,0bn – a decrease of 7% (increase
of 10%) compared to the prior year, caused by currency.


Revenue growth remained strong with the internet segment, which
grew 33% (28%), outpacing growth in other segments. Internet
revenues now account for 64% of group revenues, up from 60%
a year ago. Businesses outside South Africa now contribute 75% of
revenues, up from 71% a year ago.


Consolidated development spend declined by 13% (20%) year on
year and by 32% compared to the second half of 2015. Reduced
development spend in the classifieds and DTT businesses was
offset by investments in new areas, notably ShowMax, mobile-only
classifieds (Letgo) and travel in India.

Trading profit grew 34% (19%) to R15,3bn on the back of solid earnings
contributions from Tencent, South African video entertainment and
the Allegro marketplace.



The group's share of the results of equity-accounted investments,
mainly Tencent and Mail.ru, was R8,0bn for the period, and includes
non-recurring gains of R1,5bn relating primarily to once-off gains
recognised by Tencent on changes in its shareholding in certain
associates. Tencent's performance was driven by improved advertising
and mobile platform monetisation. Mail.ru contributed R296m to core
headline earnings.

Ecommerce trading losses increased by 55% (46%) year on year, mainly
due to costs incurred by our etail equity-accounted investments to
scale their businesses. The classifieds segment delivered lower losses,
partly due to benefits from the transaction concluded with Schibsted
in January 2015, but also steady progress towards monetisation and
improved profitability by classifieds businesses already at scale. The
marketplace business grew its trading profits.

The video-entertainment segment saw more or less the same
trading profit. In South Africa steady growth was recorded, while
results in sub-Saharan Africa were impacted by weakening
currencies. A number of initiatives have been implemented to deal
with rising input costs.

An impairment loss of R1,9bn has been recognised during the period
for the group's investment in its Latin American online comparison
shopping (OCS) business, Buscapé. This has been recognised as
part of "Other gains/(losses) – net" in the condensed consolidated
income statement. Adverse economic developments, combined
with pressure on OCS's share of ecommerce, led us to revise future
expectations resulting in an impairment. The OLX, PayU and
Movile investments in Latin America are performing well.

The consolidated net interest expense on borrowings rose 46%
to R1,2bn, primarily as a result of the foreign exchange effects of
a weakened rand, use of credit facilities to fund growth and the
US$1,2bn bond issued in July 2015. Net gearing, measured on a
consolidated basis, remained low at 32%.

Consolidated free cash inflow for the period was R1,3bn (2014:
outflow of R428m) largely due to a substantial drop in capital
expenditure in the video-entertainment segment having built the
significant part of the DTT network in prior years, and increased
dividend income from equity-accounted investments.


We announced a transaction on 23 October 2015 to increase our
stake in Avito from 17,4% to 67,9% for cash of US$1,2bn. At the
time we noted that the transaction would not materially increase
our existing debt profile in the medium term. We are considering a
capital raise of up to US$2,5bn that, including the Avito acquisition,
will enhance financial flexibility over the next few years to invest
in attractive growth opportunities. Any capital raise is expected to
be within existing shareholder authorities.

Naspers has an obligation in terms of its memorandum of
incorporation (MOI) to maintain its control structure. The voting
percentage of the control structure companies, Naspers Beleggings
(RF) Beperk and Keeromstraat 30 Beleggings (RF) Beperk, is close
to falling below 50% as a result of the issue of Naspers N ordinary
shares. The board therefore approved a capitalisation award
of 194 607 A ordinary shares to A ordinary shareholders to be
implemented on 26 November 2015. The effect of the capitalisation
issue is to increase the voting percentage of the control structure
companies to 54,68%, and restore the voting percentage of the
A ordinary shareholders to 68,38% – the percentage it was when
the new MOI of Naspers Limited was adopted in August 2012.

Forecasts included in this condensed consolidated interim report
have not been reviewed or reported on by the company's
external auditor.


PricewaterhouseCoopers Inc.
Director: Brendan Deegan
Registered Auditor
Cape Town
27 November 2015
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 29, 2015, 10:32:39 am
LON .....    :-X
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 01, 2015, 09:49:12 am
Johannesburg - Naspers plans to increase its exposure to US technology startups as Africa’s biggest company by market value seeks to limit the impact of a US interest-rate rise and identify new Internet growth prospects, CEO Bob van Dijk said.

The company invested $100 million in September in Letgo, a US mobile-only classifieds-ads application, and plans further spending on companies based around San Francisco, the CEO said in an interview on November 28. Naspers could base “a number of investment professionals” in the Bay Area to identify the right deals, he said.

“We will probably have more focus on the Bay Area than we’ve had previously,” Van Dijk said. “If we see the right opportunities we could see ourselves put a good amount of capital there.”

A greater focus on the US would represent a new direction for Cape Town-based Naspers, which has operations in more than 130 countries and has historically targeted emerging markets including China, India and Russia. The company owns sub-Saharan Africa’s biggest pay-TV provider, while its biggest investment is a 34 percent stake in Chinese Internet business Tencent Holdings, valued at about $64 billion.

Fed move

Naspers is braced for the US Federal Reserve to announce an interest rate rise, which would probably lead to the strengthening of the dollar and subsequent pressure on currencies in emerging markets where Naspers operates, Van Dijk said. The company has currency-hedging in place to help limit the blow, he said.

“There might be some pressure on the revenues in some markets if we translate it back into dollars,” Van Dijk said. The company is “relatively well” hedged against such an event, and “generally very well diversified in different currencies around the world,” he said.

Emerging markets have been rattled this year as speculation mounts that the Fed will raise interest rates for the first time in almost a decade, possibly as early as December. African currencies have been among the worst hit, with the slide in sentiment being worsened by the downturn in China and a slump in commodity prices from oil to copper.

Naspers said on Friday that first-half sales had been hurt by weakening currencies. Revenue gained 5 percent to $5.9 billion in the six months through September, yet advanced 20 percent when the effects of foreign exchange and acquisitions were excluded. The shares have gained 42 percent this year, valuing the company at R906 billion ($63 billion).
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 03, 2015, 07:44:37 am
Port Update :

NPN (PE 99 / Forward PE 48) 65% of Port, 37% + Consensus BUY
OCE (PE 19 / Forward PE 17)  28% of Port, 11% +Consensus SELL    :frustrated:

Port 2

AVL (PE 74) 96% of Port, 17% + Consensus None  :wall:


Title: Re: Pulverized Sand Box
Post by: jaDEB on December 06, 2015, 08:44:02 am
Tencent
JSE
NPN
OCE
AVL
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 08, 2015, 04:27:58 pm
Steinhoff  :-X
APN  :question:
LON  ???
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 11, 2015, 01:45:54 pm
Update after he threw rocks in my Sand Box, was going to say he is from the dark side, but I will not insult Darth Vader like that.

Port 1.

NPN is kinda ok,
OCE is ok, the fishies also seems to prefer weak rand. They borrowed the dollars to buy US company, but they did take our protection against him.

Port 2.

AVL has fallen 12%  :frustrated:
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 14, 2015, 10:07:56 am
Graphs as shown is closing Friday..
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 15, 2015, 10:58:20 am
Heavy Metals.

Title: Re: Pulverized Sand Box
Post by: jaDEB on December 31, 2015, 12:24:54 pm
Bought 270 LON @ R18.30 .... was frikken bored.... :wall:  :whistle:
Title: Re: Pulverized Sand Box
Post by: Mr_Dividend on December 31, 2015, 02:16:00 pm
Well, are you still bored?

 ;D

Title: Re: Pulverized Sand Box
Post by: jaDEB on December 31, 2015, 05:37:43 pm
Well, are you still bored?

 ;D

Frikkie ..... YES ...  :'(  :wall:  :wall:  :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 07, 2016, 12:17:57 pm
Update:-

Port 1:

LON : 1% of Port Down 15%
NPN : 64% of Port Up 26%
OCE : 29% of Port Up 7%

Port 2:

AVL : 96% of Port Up 1%

From Moneyweb,

http://www.moneyweb.co.za/news/companies-and-deals/naspers-four-themes-watch/

The first is what happens to the local currency. Given that the majority of its value is now derived from offshore, Naspers has become a rand hedge play.

The bulk of Naspers’ valuation is its holding in Chinese company Tencent. The spectacular growth in this business has been the major driver of Naspers’ own growth surge, and as long as Tencent continues to deliver, the market’s view on Naspers is unlikely to change.

Some concerns have been raised about Tencent’s valuation and the fact that it is trading at very demanding multiples itself, but most analysts believe that the potential earnings warrant these ratings.

Nasper’s Pay TV business, Multichoice, has been the cash cow on which everything else has been built. The money it generates there has allowed it to make its other investments around the world.

Currently the majority of e-commerce businesses in which Naspers is invested are not adding to company earnings. As the below table shows, losses in the group’s e-commerce cluster have actually been increasing every year.

naspers 3
Source: Rexsolom Invest

What the graph also shows, however, is that development spend on this sector is also likely to peak in 2015 and decline going forward. The message from Naspers is that it has made its investments into this cluster and is now going to let them monetise.

Rocchi says that this is something he will be watching closely. He will be looking for these losses to start bottoming out and reversing, as these businesses represent the blue sky that investors are paying up for in Naspers.

“As an investor, you are hoping that this cluster will produce the next Tencent,” he says. “If it doesn’t, I think the share price could come under pressure because investors will say: you keep throwing money into this cluster, but where is the next big thing?”

Takaendesa agrees. Although Naspers has already admitted failing and pulled out of a number of smaller investments, its the larger ones that really need to perform.

“I don’t think the current e-commerce losses on their own would be enough to change the market view,” he says. “I’m only expecting e-commerce to reach break-even after 2018. But if there was a big failure somewhere like India or Brazil, then the market would lose faith, particularly following the change in management with Bob van Dijk having taken over from Koos Bekker as CEO
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 11, 2016, 09:55:35 am
mETALS :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 12, 2016, 07:50:15 am
From Bloomberg.
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 14, 2016, 06:51:52 pm
Update:-

AVL -  8) Doing ok,
OCE -  :-* Doing ok,
LON -  :frustrated: why, why u knob
NPN -  ??? - down from 2100 to 1850 - I hope Fikkie is not there
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 15, 2016, 07:53:09 am
 >:(
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 18, 2016, 08:29:52 am
 :frustrated:
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 19, 2016, 08:19:41 am
FNB / STD / ABSA / Nedbank
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 20, 2016, 07:29:16 am
PSG
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 20, 2016, 05:34:03 pm
My OCE is only share in my portfolio that has not taken a beating, who would have thought...
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 21, 2016, 08:04:51 am
Port 1:

LON Lonmin Down 52.16 %   :laugh: % of Port 0.51 % 
NPN Naspers up 17.01 %   :( % of Port 62.23 % 
OCE Oceana up 8.98 %   ;) % of Port  31.06 %

Port 2:

AVL Advanced Health down -0.89 %   :'( % of port  96.08 %


Title: Re: Pulverized Sand Box
Post by: jaDEB on January 22, 2016, 07:33:46 am
 :whistle:
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 22, 2016, 11:05:12 am
China’s Ele.me, a food-delivery startup backed by Tencent Holdings Ltd., plans to close a funding round of at least $1.25 billion by as early as mid-February in a deal led by competitor Alibaba Group Holding Ltd., according to people with direct knowledge of the matter.

Alibaba will be Ele.me’s controlling shareholder after the funding, which values the service at about $4.5 billion, the people said, asking not to be identified because the information is private. The deal could be announced by the Lunar New Year holiday that starts Feb. 8, one of the people said. Ele.me was in merger talks with group-buying site Meituan.com, but those fell apart, the people said.

Tencent, Alibaba and Baidu Inc.are competing for supremacy in a local-services industry primed for growth as more people turn to their smartphones or the Web to order food, schedule beauty treatments or hire domestic helpers. Users of those services could rise 29 percent to 400 million by next year, with sales expected to reach 7.28 trillion yuan ($1.1 trillion).




Chinese companies have been involved in $91.6 billion of acquisitions and investments in the Internet industry in the past 12 months, according to data compiled by Bloomberg.
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 25, 2016, 08:32:53 am
 :whistle:
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 25, 2016, 11:16:59 am
Glencore - PE 14

MTN - PE 7

Title: Re: Pulverized Sand Box
Post by: jaDEB on January 28, 2016, 05:52:56 pm
NPN
OCE
AVL
LON
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 29, 2016, 11:28:37 am
Revisiting my Advanced Health, is finking of selling. But also I think it might be a good keep stock for 2016... what to do, What tO Do  :wall:

It has not been good to me, it did not go up, but it did not go down. Thus is where I started.

I thinks there may be other current shares that will offer a better return.

But still only in finking stage.

Looking at :

GLN  PE 17   High R65 / Low R15 now R22
BIL  PE 10   High R362 / Low R135 now R158
APN  PE 22   High R439 / Low R267 now R268
CML  PE 10   High R111 / Low R49 now R58
MTN  PE 9   High R261 / Low R124 now R130
S32  PE (5)   High R21 / Low R11 now R11
AGL  PE 22   High R277 / Low R59 now R78
EOH  PE 22   High R178 / Low R126 now R127


Please feel to comment on any of the shares above
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 01, 2016, 05:51:00 pm
Sold AVL - Bought BIL  :TU:
Title: Re: Pulverized Sand Box
Post by: Mr_Dividend on February 01, 2016, 06:27:11 pm
 ;D
Sold AVL - Bought BIL  :TU:

Brave man! So you feel resources are about to change? Well, if you have picked the bottom - kudo's. Personally, I haven't heard of anything that says it is time to go long. US and EU though, both looking better but most say that the driving force for the next bull run will be from India.



At least your dividends are in dollars! Cha ching  :D
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 02, 2016, 08:44:54 am
Regarding BIL - Do not know if it is the bottom, but I think it may go down still, but I think we are in the bottom region.

Update :

pORT 1

LON - 0.58% OF pORT (Down 47%  :wall:)
NPN - 64% oF POrT (Up 29%   :-*)
OCE - 29% of PoRT (Up 9%   :-*)

Port 2

BIL - 92% of PoRT (Down 2%    ???)


Title: Re: Pulverized Sand Box
Post by: Mr_Dividend on February 02, 2016, 09:39:35 am
Quote
STANDARD & POOR’S REVIEW OF BHP BILLITON’S CREDIT RATING

BHP Billiton notes the announcement today, 1 February 2016, by Standard & Poor’s
that it has lowered the credit ratings of BHP Billiton Limited and BHP Billiton Plc from
A+ to A.

Well, we all know how absolutely useless these rating agencies are - so think your chances of being right has just sneaked up a percentage or two...  :D
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 02, 2016, 10:21:36 am
Trust me I am used to this, I buy, every one sells or there is %$# bad news just after I buy. I sell and they will come out with some news sending the price upwards. Patrick calls me the "Buy high Sell Low" of the forum.

Which is fine, but I did not buy BHP R350 (the high approximately) but I bought it at R153. Thus I am ok with my decision, and I do have time.

 
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 04, 2016, 11:10:22 am
 ;)   :-*   ::)
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 05, 2016, 08:25:47 am
ACL
AGL
BIL
HAR
KIO
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 05, 2016, 09:25:47 am
http://www.moneyweb.co.za/investing/beat-rand-weakness-with-these-5-surprising-stock-picks/

Oce   8)

Oceana

Our last pick is Oceana. After its R4.6 billion acquisition last year of American fishmeal and fish oil company Daybook Fisheries, close to half of its annual earnings will be generated from markets outside SA. With that mix, the depreciation of the rand against other currencies will be a boost as its foreign earnings are increased substantially when exchanged into rands.

There are other reasons to support an investment in this company. Oceana boasts a defensive business with a management team that is good at capital allocation. Although vulnerable to exogenous vagaries, the fishing industry exhibits some defensive qualities. It is also a limited and highly regulated sector. Most governments impose maximum catch limits and issue a limited number of licences. Adding to that, operations are highly capital-intensive which create barriers to entry for smaller players. These restrictive elements bode well for Oceana.

The acquisition of Daybrook has entrenched the group as Africa’s biggest fishing company. It also diversifies Oceana’s fishing rights and licences, fish species, operational geography and currency exposure. This brings flexibility which was previously lacking. These factors, coupled with impressive market share numbers for its products, are great for shareholder value creation over time.

At a one-year forward PE multiple of 13 times, we think Oceana shares also deserves consideration. The major weakness with the stock is that it doesn’t offer a clean rand hedge. Its earnings are almost evenly split between rand and non-rand currencies. Furthermore, a substantial portion of the group’s cost base is denominated in dollars, which means the depreciation of the rand will have mixed effects on the group’s bottom line. Overall though, we expect the company to benefit from the weakening rand.
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 08, 2016, 08:03:18 am
 :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 08, 2016, 04:47:59 pm
Mr Bond,

Another good album for your collection...  :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 09, 2016, 03:38:54 pm
jaDEB for a couple of days.
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 12, 2016, 08:34:28 am
From Mineweb,

BHP Billiton

Lapping said that Billiton is really “all about iron ore”. He added that it is “the one market where a lot of the majors are still making very good money.”

Although there is some supply falling off, the big producers with the lowest cash costs are still seeing profits. New mines are still ramping up, despite concerns about Chinese demand.

“The big call on Billiton is therefore really what you think iron ore supply is going to do,” Lapping said. “Obviously the company has far fewer problems on its balance sheet than Anglo or Glencore.”

He added that the unbundling of South32 hasn’t had much of an impact on BHP Billiton, but it has created another diversified miner on the JSE worth considering. The smaller assets that were put into the new company are likely to be more effectively managed.

“South32 can now run those assets in a more appropriate and efficient way,” he said. “And of course South32 also has no debt.”
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 15, 2016, 03:20:15 pm
Update :

Port 1.

NPN +17% (61 % of Port)
OCE +11% (31% of Port)
LON + 2% (1% of Port)

Port 2.

BIL +3% (93% of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 17, 2016, 03:45:44 pm
KIO    :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 22, 2016, 02:15:28 pm
Johannesburg - South Africa’s largest fishing company, Oceana said it wanted to consolidate in the short term but would continue to look out for opportunities to grow its business and diversify further in the long run.

The group acquired 100 percent of fishmeal and oil specialist Daybrook Fisheries for R4.6 billion last year and the Foodcorp fishing unit for R400 million in 2013.

Chief executive Francois Kuttel said last year that the group wanted to be a major player in the fishing world. By acquiring Daybrook the group has made its intentions clear.

The group, which generates 75 percent of its revenue in South Africa, will see the revenue generated inside the country dropping to 41 percent. The Cape Town-headquartered company is set to move in unison with its long diversifying strategy. The board of directors retained their positions during the annual general meeting held at the end of last week.

Chief financial officer Imraan Soomra said: “Acquiring 100 percent of the processing operations of US-based Daybrook fisheries and 25 percent of Westbank, its related marine operations, is in line with our long-term strategy. We believe our long-term strategic business development model will have a significant impact on long-term growth opportunities, given that it represents 40 percent in value of Oceana’s market capitalisation.”

Oceana has a market capitalisation of R15.59bn, and is listed on both the Johannesburg and Namibian stock exchanges. The group produces Lucky Star canned fish, horse mackerel, hake, lobster, squid and French fries. The group caters for lower and high end consumers.

“Our primary exposure to the South African consumer is through our Lucky Star canned fish products… We have taken steps to mitigate against our own cost pressures to continue to service the Lucky Star consumers with affordable and wholesome products,” he added.

Oceana’s share price was unchanged on Friday, closing at R115 on the JSE.
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 26, 2016, 10:43:53 am
Update :

Port 1.

NPN +20% (61 % of Port)
OCE +15% (31% of Port)
LON - 3% (1% of Port)   :frustrated:

Port 2.

BIL -2 % (93% of Port)   :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 26, 2016, 03:21:57 pm
 SGL - we missed.... :wall:     :frustrated:
SOL - For info     8)
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 01, 2016, 04:32:50 pm
lol, I win the competition and a day after that they announce this, Frikkie I just do not have luck.   :LHST:

Title: Re: Pulverized Sand Box
Post by: jaDEB on March 04, 2016, 06:57:27 am
Port Update :

NPN +30% (62 % of Port)
OCE +18% (30% of Port)
LON + 47% (1.5 % of Port) -  :TU:   

Port 2.

BIL + 14 % (93% of Port) -  :P
Title: Re: Pulverized Sand Box
Post by: Patrick on March 04, 2016, 08:03:33 am
(http://www.bu-ku.com/wp-content/uploads/2012/11/scrooge-mcduck-swimming-in-money.jpg)
Title: Re: Pulverized Sand Box
Post by: Moneypenny on March 04, 2016, 08:33:20 am
lol, I win the competition and a day after that they announce this, Frikkie I just do not have luck.   :LHST:

You've won!  8)
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 08, 2016, 08:30:20 am
 ::)
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 08, 2016, 03:46:44 pm
Port Update :

NPN +29% (61 % of Port)
OCE +21% (31% of Port)
LON + 94% (1.8 % of Port)   

Port 2.

BIL + 18 % (94% of Port)

Title: Re: Pulverized Sand Box
Post by: jaDEB on March 09, 2016, 07:46:31 am
FMI
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 15, 2016, 08:56:47 am
Port Update :

NPN +31% (63 % of Port)  ::)
OCE +10% (28% of Port)  :'(
LON + 94% (1.8 % of Port)     ???

Port 2.

BIL + 17 % (94% of Port)  ::)
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 22, 2016, 04:14:54 pm
Port Update :

NPN +40 % (63 % of Port)  :-*
OCE +25% (30% of Port)  :-*
LON + 73% (1.5 % of Port)  :whistle:

Port 2.

BIL + 14 % (93% of Port)  ???
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 31, 2016, 07:38:43 am
Port Update :

NPN +36 % (62 % of Port) 
OCE +30 % (36 % of Port)   ;D
LON + 48 % (1.3 % of Port)   :frustrated:

Port 2.

BIL + 10 % (92 % of Port)   :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 05, 2016, 05:28:27 pm
NPN - PE: 98      8)
OCE - PE : 21    ;D
BIL - PE : 41    ???
LON - PE : (0.38)      :LHST:
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 07, 2016, 05:27:08 pm
gLENCORE
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 12, 2016, 07:59:12 am
Port Update :

NPN +36 % (63 % of Port) 
OCE +15 % (29 % of Port)   
LON + 50 % (1.4 % of Port)

Port 2.

BIL + 4 % (92 % of Port)

Title: Re: Pulverized Sand Box
Post by: jaDEB on April 13, 2016, 09:17:06 am
  :wall:

lol I dig this 1....
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 19, 2016, 09:25:30 am
Port Update :

NPN +39 % (64 % of Port) 
OCE +14 % (28 % of Port)   
LON + 73 % (1.6 % of Port)

Port 2.

BIL + 21 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: Orca on April 19, 2016, 10:26:37 am
My stocks would have been worth more if not for this:
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 26, 2016, 08:13:16 am
Port Update :

NPN +32 % (62 % of Port)  (B)
OCE +19 % (30 % of Port)   (H)
LON + 99 % (1.8 % of Port) (H)

Port 2.

BIL + 25 % (93 % of Port) (H)
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 03, 2016, 02:08:56 pm
Port Update :

NPN +21 % (61 % of Port)  (B)
OCE +18 % (31 % of Port)   (H)
LON + 106 % (2.2 % of Port) (H)

Port 2.

BIL + 21 % (93 % of Port) (H)
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 06, 2016, 08:20:33 am
 :(
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 12, 2016, 07:40:00 am
Results Due : -

BHP Billiton Plc  BIL Jun Jun 2016 (Final) 25 Aug 2016
Lonmin plc  LON Sep Mar 2016 (Interim) 11 May 2016
Naspers Ltd.  NPN Mar Mar 2016 (Final) 29 Jun 2016
Oceana Group Ltd.  OCE Sep Mar 2016 (Interim) 26 May 2016

Title: Re: Pulverized Sand Box
Post by: jaDEB on May 12, 2016, 08:16:14 am
MEDIA giant Naspers’s opening up of a San Francisco office was merely part of an expansion strategy and not a precursor to a foreign listing, it said on Wednesday.

The move into the US follows an announcement last month, that it would report results in dollars and not rands.

That sparked speculation that Naspers may be looking at a secondary listing elsewhere or to transfer its primary listing from the JSE.

Meloy Horn, Naspers’ investor relations officer on Wednesday dampened the speculations saying that opening an office in San Francisco was a completely different business consideration and not a strategic positioning for a listing.

"The recent change in reporting currency was purely driven by our transformation from a predominantly South African operation to a global internet and media group and no other reason."

"We are not considering re-domiciling and remain a South African group listed on the JSE," she said.

Naspers has been lauded for its early investment in Chinese e-commerce site Tencent Holdings and currently has a market capitalisation of R876bn on the JSE.

The move into San Fransisco was part of sharpening its Naspers Ventures business, and "simply a logical next step" for expansion, Ms Horn said.

"Our renewed interest in the US is to identify, early on, the new platforms with global potential and the entrepreneurs with global ambition, but who need support to accelerate their growth," she said.

Naspers previously listed its shares as American depositary receipts on Wall Street and later relocated the listings to the London Stock Exchange.

Ms Horn said its primary listing would remain on the JSE. "The JSE, and our stock … remain very liquid," she said.

Last pic is from Moneyweb's site.
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 12, 2016, 05:55:35 pm
OCE   :TU:  :-*


The performance of the group for the six months ended 31 March 2016 has been positive. Daybrook and Foodcorp have been
successfully integrated and both have performed in line with expectations. Increased SA canned fish and hake volumes, higher
occupancy levels in the Commercial cold storage business and the effect of a favourable exchange rate have contributed to growth.

Revenue grew by 40%, increasing to R3 602 million from R2 566 million in 2015. Excluding the impact of Daybrook, the group achieved
revenue growth of 13%.

Operating profit before abnormal items increased by 67% to R587 million (2015: R352 million) over the period and excluding
Daybrook by 13%.

Cash flow from operations increased by 75% to R401 million (2015: R230 million).

Net interest charged for the period is R176.0 million (2015: R27.3 million) primarily due to finance costs incurred on additional
working capital facilities and increased long term debt. The average interest rate for all debt is currently 6.7% per annum.

Group headline earnings for the period increased by 19%. As a result of the diluting effect of the additional shares issued during
September 2015, basic earnings per share and basic headline earnings per share increased by 7% and 6% respectively.

An interim dividend of 112 cents per share has been declared (2015: 106 cents per share).
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 13, 2016, 07:29:17 am
Revenue for the interim period shot up by 40% to R3.6 billion (2015: R2.6 billion). Gross profit grew by 38% to R1.3 billion (2015: R930.4 million). Operating profit soared by 76% R600.3 million (2015: R340.7 million). Profit after taxation attributable to shareholders of Oceana Group Ltd. was 20% higher at R271.9 million (2015: 225.8 million). Furthermore headline earnings per share increased by 6% to 230.8 cents per share (2015: 218.0 cents per share).

Dividend
Notice is hereby given of dividend number 145. A gross interim dividend amounting to 112 cents per share, for the six months ended 31 March 2016, was declared on Thursday, 12 May 2016, out of current earnings. Where applicable the deduction of dividends withholding tax at a rate of 15% will result in a net dividend amounting to 95,2 cents per share.

Prospects
As was required by the department of Agriculture, Forestry and Fishing (DAFF), fishing rights applications for horse mackerel, hake inshore and West coast rock lobster were submitted on 24 February 2016. DAFF has indicated that the outcome of the allocations will be concluded during August 2016. This will not have an effect on the current year's financial results.

The group expects pricing to improve in the fishmeal and fish oil sector based on consistent demands, and with supply challenges in the Peruvian and European sectors. In the USA the 2016 Gulf Menhaden fishing season commenced on the 18th April 2016 with the season planned to run for a 28 week period to the end of October 2016. Early season landings have been positive with good oil yields. In South Africa the group expects consistent landing patterns of pilchards, industrial fish and hake. The group anticipates that its canned fish value proposition will remain competitive. In Namibia, the group's performance for the second six months will be dependent on the timing and extent of the allocation of remaining horse mackerel quota. As the group is materially a net exporter of goods, the group's overall performance for the full year will also be impacted by prevailing exchange rates. Oceana anticipates that its acquisitions of Foodcorp and Daybrook will continue to deliver the projected returns. In the group's drive for efficiency and focus, the group will continue to evaluate non-core and underperforming assets in the period ahead.

Title: Re: Pulverized Sand Box
Post by: jaDEB on May 13, 2016, 08:42:38 am
Frikkie's Surname is Kruger (Afrikaans pronounced)
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 29, 2016, 10:09:47 am
 :(
Title: Re: Pulverized Sand Box
Post by: Moonraker on May 29, 2016, 10:40:53 am
Pink floyd - The Wall >>

https://www.youtube.com/watch?v=MLBcP1B4-b0

Maybe before your time J.
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 30, 2016, 07:28:31 am
No, I love Pink Floyd. Have the albums the wall + darkside of the moon
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 30, 2016, 12:51:55 pm
Port Update :

NPN +48 % (65 % of Port)  (B)
OCE +13 % (26 % of Port)   (H)
LON + 120 % (2 % of Port) (H)

Port 2.

BIL + 25 % (93 % of Port) (H)
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 30, 2016, 03:30:52 pm
PPC -  ???

Title: Re: Pulverized Sand Box
Post by: jaDEB on June 02, 2016, 01:05:41 pm
You do not own part of the company, you do not work for the company, you do not own shares in the company, you are not married to the company, you are in it for the money.
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 02, 2016, 03:54:18 pm
Results Due : -


Naspers Ltd.  NPN Mar 2016 (Final) 27 Jun 2016
BHP Billiton Plc  BIL Jun 2016 (Final) 25 Aug 2016
Lonmin plc  LON  Sep 2016 (Final) 9 Nov 2016 
Oceana Group Ltd.  OCE Sep 2016 (Final) 16 Nov 2016 
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 03, 2016, 07:33:40 am
Naspers invests $60 million in online-learning company Udemy to expand global reach

JOHANNESBURG (Reuters) - Media and e-commerce group Naspers, the largest listed company in Africa by market value, said on Thursday that it has invested $60 million in U.S. education-technology firm Udemy.
San Francisco-based Udemy has expanded overseas in the past year and Naspers said it offers more than 40,000 courses available in 80 different languages.
"Naspers is consistently looking to invest in markets where technology can make a significant impact. Udemy has built a technology platform that will transform education on a global scale and we are eager to help them with further expansion," said Naspers Ventures CEO Larry Illg in a statement.
Naspers has transformed itself from an apartheid-era publisher into a $60 billion internet powerhouse by focusing on e-commerce in emerging markets.
Naspers Ventures made a $15 million investment in education-technology firm Brainly in May.
(Reporting by Nqobile Dludla; Editing by Ruth Pitchford)
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 06, 2016, 09:32:07 am
Port Update :

NPN +51 % (66 % of Port)  (B)
OCE +12 % (26 % of Port)   (H)
LON + 119 % (2 % of Port) (H)

Port 2.

BIL + 20 % (93 % of Port) (H)
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 10, 2016, 10:22:11 am
Cape Town – Naspers [JSE:NPN], Africa’s biggest company by market value, is planning to sell its Polish online auction website Allegro, according to people with knowledge of the matter.
The global internet and entertainment group has hired Morgan Stanley to advise on a potential disposal, said the people, who asked not to be identified because the deliberations are private.
Allegro, which could fetch as much as $3bn including debt, is likely to attract interest from private equity firms as well as technology companies, including Chinese buyers, the people said.
Cape Town-based Naspers is exploring a sale of Allegro after receiving interest from potential buyers, and may sell because the unit isn’t growing as fast as some of its other businesses, one of the people said. The process is at an early stage and there’s no guarantee a sale will go ahead, they said.
Naspers has grown into an almost R1 trillion ($67bn) company through investing mainly in emerging-market internet companies, notably China’s Tencent Holdings and Mail.ru Group of Russia.
Allegro, which is similar to US website eBay, is the number one e-commerce platform in eastern Europe with more than 14 million monthly users, according to the Naspers website.
“It is our company policy to neither acknowledge or deny our involvement in any merger, acquisition or divestiture activity, nor to comment on market rumours,” said Naspers representative Meloy Horn by e-mail on Thursday.
A representative for Morgan Stanley declined to comment.
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 13, 2016, 09:58:16 am
Port Update :

NPN +48 % (66 % of Port)  (B)
OCE +11 % (26 % of Port)   (H)
LON + 113 % (2 % of Port) (H)

Port 2.

BIL + 15 % (92 % of Port) (H)
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 13, 2016, 11:08:34 am
TENCENT ANNOUNCES 2016 FIRST QUARTER RESULTS

Hong Kong, May 18, 2016 – Tencent Holdings Limited (“Tencent” or the “Company”, SEHK 00700), a leading provider of Internet value added services in China, today announced the unaudited consolidated results for the first quarter of 2016 ended March 31, 2016 (“1Q2016”).

Key Highlights:
 Total revenues were RMB31,995 million (USD4,952 million1), an increase of 43% over the first quarter of 2015 (“YoY”).
 Operating profit was RMB13,398 million (USD2,074 million), an increase of 43% YoY. Operating margin was 42%, the same as the first quarter of 2015.
 Profit for the period was RMB9,268 million (USD1,434 million), an increase of 34% YoY. Net margin decreased to 29% from 31% last year.
 Profit attributable to equity holders of the Company for the period was RMB9,183 million (USD1,421 million), an increase of 33% YoY.
 Basic earnings per share were RMB0.981. Diluted earnings per share were RMB0.970.
 On a non-GAAP basis2, excluding share-based compensation, net (gains)/losses from investee companies, amortization of intangible assets and impairment provision:
- Operating profit was RMB13,484 million (USD2,087 million), an increase of 43% YoY. Operating margin was 42%, the same as the first quarter of 2015.
- Profit for the period was RMB10,134 million (USD1,568 million), an increase of 39% YoY. Net margin decreased to 32% from 33% last year.
- Profit attributable to equity holders of the Company for the period was RMB10,032 million (USD1,553 million), an increase of 39% YoY.
- Basic earnings per share were RMB1.072. Diluted earnings per share were RMB1.059.
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 13, 2016, 11:39:03 am
 :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 13, 2016, 12:05:44 pm
 :wall:  :frustrated:
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 15, 2016, 03:49:59 pm
Trading Statement

Naspers Limited
(Incorporated in the Republic of South Africa)
(Reg. No 1925/001431/06)
JSE Share Code: NPN          ISIN: ZAE000015889
LSE ADS Code: NPSN           ISIN: US6315121003
(“Naspers”)



Trading Statement



Shareholders are advised that the Naspers group (“the group”) is presently finalising

its provisional report for the year ended 31 March 2016. Shareholders should note that

the group’s results are presented in US dollars from the financial year ended

31 March 2016. Restated comparative US dollar financial information was published

via SENS on 18 April 2016.



We expect core headline earnings per share to be between 15% (38 US cents) and

20% (51 US cents) higher than the comparable period’s 255 US cents. Shareholders

are reminded that the board considers core headline earnings an appropriate indicator

of the sustainable operating performance of the group, as it adjusts for non-recurring

and non-operational items.
                                         



It is expected that earnings per share for the year ended 31 March 2016, will be

between 20% (62 US cents) and 25% (78 US cents) lower compared to the prior

period’s 311 US cents.



Headline earnings per share for the year is expected to increase by between 0% (0

US cent) and 5% (8 US cents) from the prior period’s 167 US cents.



Further details will be provided in the provisional report, due to be released on or

about 24 June 2016. Financial information on which this trading statement is based

has not been reviewed or reported on by the company’s auditors.




Cape Town

15 June 2016

Sponsor: Investec Bank Limited
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 17, 2016, 08:29:07 am
(Reuters) - Tencent Holdings Ltd is nearing a $6.6 billion deal to buy a majority stake in Finland's Supercell Oy, a person familiar with the matter said, in what would be the biggest-ever purchase of a mobile games maker.

China's biggest social network and online entertainment company plans to buy the 73.2 percent stake in Supercell from Japanese media and telecoms company SoftBank Group Corp (9984.T), valuing the maker of the popular mobile game 'Clash of Clans' at more than $9 billion, the person said, declining to be identified because the matter was confidential.

Analysts said through the deal, Tencent could enhance research and development capability and boost revenue in the world's largest mobile gaming market.

China's mobile gaming revenue is likely to grow 17 percent this year to 60 billion yuan ($9.11 billion), accounting for nearly a quarter of the world's total, according to market researcher TrendForce.

Known for investing in game developers through partnerships and minority stakes, Tencent owns 'League of Legends' developer Riot Games and has a stake in Activision Blizzard Inc (ATVI.O), the owner of the 'Call of Duty' franchise.

Last year, it bought a 15 percent stake in mobile game developer Glu Mobile Inc (GLUU.O), which developed the 'Deer Hunter' and 'Kim Kardashian: Hollywood' games, for $126 million in a move to expand in the U.S. gaming market.

Tencent's purchase of Supercell would surpass the previous record gaming acquisition in November, when Blizzard paid $5.9 billion for 'Candy Crush Saga' creator King Digital Entertainment.





"Tencent has weaker research and development capability and such a deal could help enhance it," said senior director of TrendForce Jeter Teo.

With Supercell's popular games, the deal could boost Tencent's mobile gaming revenue and attract more gamers to the company's ecosystem such as messaging app WeChat and social media platform QQ, said Marie Sun at Morningstar.

Online gaming has long been Tencent's main cash cow. The company reported a 43 percent revenue rise in the first quarter, aided by growth in its gaming and advertising businesses.

The company has enough funds for its latest acquisition. It had $8.6 billion in cash and cash equivalents and $2.9 billion in borrowings at the end of the first quarter. Just last week, it completed a $4.44 billion loan with 20 banks.

Tencent, which is in late-stage talks with SoftBank, is in discussions with several financial investors, including Hillhouse Capital Group, to join in the purchase as co-investors, the Wall Street Journal reported on Wednesday, citing people familiar with the matter. (http://goo.gl/XqrgZy)

An agreement could be disclosed as early as next week, the report said.

Tencent and SoftBank declined to comment, while officials at Supercell were not immediately available to comment.

A deal with Tencent will also mark the third major asset reshuffle by SoftBank in less than a month.

The Japanese media and telecoms company announced a plan earlier this month to sell $10 billion worth of shares in Chinese e-commerce giant Alibaba Group Holding Ltd (BABA.N) to cut debt, as well as a decision to sell its stake in GungHo Online Entertainment Inc back to the mobile game maker for 73 billion yen ($691 million).

SoftBank expects to book a profit of 200 billion yen to 250 billion yen ($1.89 billion to $2.36 billion) this financial year from the Alibaba share sale, which will reduce its stake in the Chinese firm to around 27 percent from 32.2 percent.

SoftBank said last year it had increased its controlling stake in Supercell to 73.2 percent, without disclosing financial details. Together with GungHo it had bought a majority stake in the mobile games maker in 2013 for about $1.5 billion.


($1 = 6.5840 Chinese yuan renminbi)


(Reporting by Arunima Banerjee in BENGALURU, Liana Baker in SAN FRANCISCO, Yimou Lee and Tris Pan in HONG KONG; Additional reporting by Elzio Barreto; Writing by Miyoung Kim; Editing by Shounak Dasgupta and Kenneth Maxwell)
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 20, 2016, 08:36:40 am
Port Update :

NPN +41 % (66 % of Port)  (B)
OCE +4 % (26 % of Port)   (H)

Port 2.

BIL + 16 % (92 % of Port) (H)
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 21, 2016, 08:00:45 am
 :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 21, 2016, 03:52:32 pm
Tencent Holdings Ltd. will lead an $8.6 billion acquisition of gamemaker Supercell Oy, getting its hands on some of the industry’s most popular mobile titles through potentially its largest-ever overseas deal.

JSE-listed Naspers owns a 34% stake in Tencent. At 13:25 Naspers’ shares were down 1.63% at R2 173.90.

China’s largest internet company is leading a group that will buy 84 percent of Supercell, including shares held by SoftBank Group Corp. and current and former employees. The deal values the Finnish gaming house at about $10.2 billion and adds chart-toppers Clash of Clans and Hay Day to a Tencent portfolio that dominates the Chinese social media scene but made few waves abroad.

Tencent, Baidu Inc. and Alibaba Group Holding Ltd. have embarked on an acquisition spree, seeking content and technology in their tug-of-war over the world’s largest internet population. The Supercell purchase may galvanize a wave of overseas deals as the trio’s ambitions expand beyond a slowing home market — till now, the triumvirate has focused much of its spending domestically.

“The repeated success of Supercell makes it a perfect asset in the Tencent empire,” said Joost van Dreunen, CEO of SuperData Research, a New York-based market researcher. “The market for mobile and online gaming is saturating and, unsurprisingly, has begun to consolidate. Digitalization triggered the evolution of the games industry into a worldwide market governed by titans.”

SoftBank rose 1.4 percent to 5,842 yen in Tokyo before the deal was announced. The shares have declined 4.8 percent this year. Tencent gained 1.3 percent in Hong Kong.

Atypical deal
Tencent formed a consortium to take control of Supercell and has begun negotiations with “potential co-investors” to join that group. It expects to eventually keep 50 percent voting rights in that group but will complete the acquisition on its own if necessary, it said in a statement.

Tencent will distribute Supercell’s games in China.

“We are excited that Supercell is joining our global network of game partners, and will preserve their independence and enhance their advantages,” Tencent President Martin Lau said in the statement.

Tencent’s multi-billion dollar outlay is unusual for a company that typically prefers smaller deals or strategic stakes in companies. At a $10 billion valuation, Supercell’s price tag outstrips the $5.9 billion Activision Blizzard Inc. agreed to pay for Candy Crush Saga studio King Digital Entertainment Plc in 2015.

Supercell’s mobile games employ a “freemium” model where apps cost nothing to download but users can buy perks or special items to gain an edge. That approach has created a string of successes from King’s Candy Crush to Clash of Clans, a mobile battle-strategy game that’s consistently among the top-grossing. Supercell’s revenue surged 36 percent to 2.1 billion euros ($2.4 billion) in 2015.

The acquisition should help safeguard Tencent’s lead in gaming and content over Alibaba and Baidu. Tencent already gets more than half its revenue from games, many designed in-house, and has invested in League of Legends developer Riot Games Inc. and Glu Mobile Inc., the San Francisco-based studio known for smartphone titles featuring Kim Kardashian and Katy Perry. Alibaba’s also invested in gaming, including in U.S. developer Kabam Inc., but Tencent has the advantage of operating China’s most popular messaging services in QQ and WeChat.

“Tencent probably sees this as a reasonable price to pay because games are its most important business,” Marie Sun, an analyst at Morningstar Investment Service, said by phone. “With its vast distribution channels across QQ and WeChat, the company would have many ways to monetize the games that Supercell has.”

Cleaning up
The sale will go a long way toward cleaning up SoftBank’s debt-laden balance sheet. It’s part of Masayoshi Son’s effort to focus capital on promising startups. SoftBank has decided that games aren’t a core part of its business and has already agreed to unload game developer GungHo Online Entertainment Inc. while it is raising $10 billion trimming its stake in Alibaba.

Son built his corporate empire by borrowing heavily to finance acquisitions, transforming a humble computer software distributor into a global technology giant. While earlier bets like Alibaba paid off, the purchase of money-losing Sprint Corp. backfired. SoftBank led a deal for 50.5 percent of Supercell in 2013 for $1.53 billion before adding a further 22.7 percent last year.

He’s seen the value of his company shrink over the past two years as Sprint’s losses mounted, and SoftBank’s debt pile grew to a record 11.9 trillion yen.
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 21, 2016, 05:49:19 pm
OCE seems to be recovering.  :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 22, 2016, 07:53:04 am
Tencent Seals Deal to Buy ‘Clash of Clans’ Developer Supercell for $8.6 Billion
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 26, 2016, 08:52:30 am
 :TU:

South Africa's Naspers posts 18 pct rise in annual profit

JOHANNESBURG (Reuters) - South African ecommerce and media group Naspers reported an 18 percent rise in full-year profit on Friday, lifted by growth in its Internet business, which includes a stake in China's Tencent Holdings.
Naspers, which owns 34 percent of the Chinese social network and online entertainment firm, said fully diluted core headline earnings per share (EPS) rose to 292 US cents for the year ended March, from 249 cents a year earlier.
Headline EPS is the main profit measure in South Africa and strips out certain one-off items.
Africa's largest company by market value, Naspers has transformed itself from an apartheid-era publisher into a $65 billion Internet powerhouse by focusing on e-commerce in emerging markets.
Revenue grew 6 percent to $12.2 billion, driven by growth from Tencent and from ecommerce on the back of revenue growth in classifieds, travel and retail, Naspers said in a statement.
"In some sectors of ecommerce we are starting to benefit from scale," said Naspers' Chairman Koos Bekker in a statement.
But the firm's video entertainment unit, which does most of its sales in Africa, weighed on the rest of the business as revenue fell 11 percent due to weaker currencies and a loss of subscribers.
Bekker said the unit is under "considerable pressure".
Naspers bills its pay-television customers in local currencies, most of which have slumped as commodity prices fell last year, shrinking its revenue in dollar terms, the company said.
"It could take some time before the plans implemented to reinvigorate growth and cut costs have a material positive impact," Naspers said.
The company released its results after the close of trade on the Johannesburg Securities Exchange.

Prospects
In the year ahead, the focus will be on continuing to
deliver topline growth while scaling the more established
ecommerce businesses. Naspers will invest in long-term
growth opportunities such as ShowMax, letgo and ibibo and
seek further new promising models. In video entertainment,
the loss of DTH subscribers and falling currencies in sub-
Saharan Africa will have a significant impact on earnings
and cash flows. It could take some time before the plans
implemented to reinvigorate growth and cut costs have a
material positive impact.


DIVIDEND NUMBER 87
(all figures in South African cents)
The board recommends that the annual gross dividend be
increased by 11% to 520 cents (previously 470 cents) per
listed N ordinary share, and 104 cents (previously 94 cents)
per unlisted A ordinary share. If confirmed by shareholders
at the annual general meeting on Friday 26 August 2016,
dividends will be payable to shareholders recorded in the
books on Friday 16 September 2016. It will be paid on Monday
19 September 2016. The last date to trade cum dividend
will be on Tuesday 13 September 2016 (shares therefore
to trade ex-dividend from Wednesday 14 September
2016). Share certificates may not be dematerialised or
rematerialised between Wednesday 14 September 2016
and Friday 16 September 2016, both dates inclusive.
The dividend will be declared from income reserves.
It will be subject to the dividend tax rate of 15%, yielding
a net dividend of 442 cents per listed N ordinary share
and 88.4 cents per unlisted A ordinary share to those
shareholders not exempt from paying dividend tax. Such
dividend tax will amount to 78 cents per listed N ordinary
share and 15.6 cents per unlisted A ordinary share.
The issued ordinary share capital as at 24 June 2016 was
437 920 115 N ordinary shares and 907 128 A ordinary shares.



Title: Re: Pulverized Sand Box
Post by: jaDEB on June 27, 2016, 06:27:34 pm
Port Update :

NPN +38 % (66 % of Port)  B
OCE +3 % (26 % of Port)   H/B
KIO + 1 % (2% of Port) H/S
Port 2.

BIL + 12 % (92 % of Port) H/B
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 04, 2016, 09:22:31 am
Port Update :

NPN +46 % (65 % of Port)  (B)
OCE +13 % (27 % of Port)   (HB)
KIO +20 % (2 % of Port)   (SH)

Port 2.

BIL + 16 % (92 % of Port) (HB)
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 05, 2016, 07:26:19 am
The world’s biggest Atlantic salmon producer wants to start farming fish inside a ship rather than the sea.

Building traditional fish farms on the open water in Norway has become almost impossible because of state rules intended to curb outbreaks of sea lice, a parasite that can kill young fish. So raising salmon inside an unwanted cargo ship is one of a few options proposed by Marine Harvest ASA, which is trying to boost production at a time when prices are near a record high.

Output in Norway, the top producer, is falling just as supply declines from the rest of the world. Employing a Panamax vessel better suited to carrying coal or steel was one of the responses to a Norwegian government program seeking ways to solve the parasite problem and stop farmed fish from escaping into the open sea. Winning proposals will get coveted farming licenses at reduced prices.

“It’s more or less kick-starting fish farming again in a new way,” Alf-Helge Aarskog, chief executive officer of Marine Harvest, said in an interview last month after the application was submitted.


Global salmon production will fall about 7 percent to 2.15 million metric tons this year, according to Nordea Bank. Along with the lice outbreak, an algae bloom this year has curbed output from No. 2 producer Chile, where stricter farming rules may limit expansion, the Oslo-based bank said. Norwegian salmon prices have tripled since 2011 and reached a record 69.44 krone ($8.36) a kilogram on June 19, according to Statistics Norway.

Norway’s aquaculture industry spent 5 billion krone last year trying to eradicate sea lice, Aarskog said. The pest thrives near the shore in the top 7 to 8 meters (23 to 26 feet) of water. The Panamax concept would work by taking in water from below that level.

Marine Harvest, based in Bergen, Norway, pitched other ideas, too. Two proposals were to raise salmon in specially built, enclosed structures shaped like eggs or donuts by the shore. Another involved building a caged farm that can be submersed offshore, deep in the ocean.




Feasible Methods

Norway’s incentive program may make the proposals financially viable, said Aarskog, who wouldn’t disclose the cost of building prototype farms. Buying an existing conventional license from another company -- if one were available -- would probably cost about 60 million krone, but the government will charge just 10 million krone for a permit for a feasible new project, he said.

Marine Harvest doesn’t know how long it will take for the government to decide on its projects, Aarskog said. Each of the prototype farms would take about six months to develop, and the fish need another 12 to 15 months to grow big enough to harvest.

Norway is also giving companies the chance to better exploit existing capacity to boost production now. They can pay 1.5 million krone to farm more during the best growing period, but less during other times of the year, the Fisheries Ministry said Thursday.

Cheaper Ships

It’s also a good time to buy a cargo ship. A construction binge fueled by higher freight rates doubled vessel capacity in the past decade, while shipments of cargoes such as coal and iron ore have expanded at a slower pace. Daily rates to hire Panamaxes have plunged by 94 percent since 2007. Billionaire oil and shipping tycoon John Fredriksen is Marine Harvest’s biggest shareholder.

Buying a 10-year-old ship would cost about $7 million and modifying it with six holding tanks for fish may cost another $2.5 million to $5 million, said Erik Stavseth, an analyst at Oslo-based investment bank Arctic Securities. That would put the total bill, including the government license, at about $18 million, less than half as much as building a conventional farm may cost, he said.

Dozens of companies have submitted applications, but the only one approved so far is from SalMar ASA, Norway’s third-biggest producer, to develop an offshore farm far out in the ocean where sea lice can’t survive.

There are a “lot of interesting concepts,” said Kolbjorn Giskeodegard, an Oslo-based analyst at Nordea Bank who covers the seafood industry. “A lot of these concepts probably will fail or need heavy modification. Some of them will prove to be viable, but there’s also a question of cost.”
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 11, 2016, 09:14:29 am
Port Update :

NPN +41 % (65 % of Port)  (B)
OCE +7 % (26 % of Port)   (HB)
KIO +26 % (2 % of Port)   (HS)

Port 2.

BIL + 16 % (92 % of Port) (HB)
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 12, 2016, 07:16:41 am
My Fishies doing some nice stuff... I Think...

Title: Re: Pulverized Sand Box
Post by: jaDEB on July 13, 2016, 12:37:29 pm
Iron Ore / Zinc
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 18, 2016, 06:00:55 pm
Port Update :

NPN +45 % (65 % of Port)  (B)
OCE +9 % (26 % of Port)   (HB)
KIO +45 % (2.6 % of Port)   (HS)

Port 2.

BIL + 21 % (93 % of Port) (HB)
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 25, 2016, 01:01:20 pm
http://businesstech.co.za/news/business/130656/best-and-worst-performing-jse-top-40-shares-in-2016-so-far/

Title: Re: Pulverized Sand Box
Post by: jaDEB on July 26, 2016, 05:03:55 pm
Port Update :

NPN +47 % (65 % of Port)  (B)
OCE +10 % (26 % of Port)   (HB)
KIO +36 % (2.6 % of Port)   (HS)

Port 2.

BIL + 10 % (92 % of Port) (HB)
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 29, 2016, 08:16:58 am
Half Year 2016 Results
Highlights
Except where otherwise stated, the comments below are based on organic figures and refer to 2Q16 and HY16 versus
the same period of last year. For important notes and disclaimers please refer to page 17.

*   Revenue: Revenue grew by 4.0% in the quarter, with strong revenue per hl growth of 5.9%. On a
    constant geographic basis, revenue per hl grew by 6.1% driven by growth in our premium brands. In
    HY16, revenue grew by 3.6% with revenue per hl growth of 5.4%. On a constant geographic basis
    revenue per hl grew by 5.7%
*   Volume: Total volumes declined by 1.7% in 2Q16, with our own beer volumes down by 0.8%. The
    decline in own beer volumes was driven mainly by weak industry performances in Brazil and
    Argentina, partly offset by good results in Mexico and the US. In HY16, total volumes declined by
    1.7%, with own beer volumes down by 1.1%
*   Global Brands: Combined revenues of our three global brands, Corona, Stella Artois and Budweiser,
    grew by 8.4% in 2Q16. This result was led by Corona with growth of 13.0%, driven primarily by
    Mexico, the UK, and China. Stella Artois revenues grew by over 9%, driven by the US and Canada.
    Budweiser revenues grew by almost 6% with growth coming primarily from China, Brazil and the UK.
    In HY16 the combined revenues of our global brands grew by 7.2%
*   Cost of Sales (CoS): CoS increased by 0.8% in 2Q16 and by 2.5% on a per hl basis. On a constant
    geographic basis, CoS per hl increased by 1.4%. In HY16 CoS grew by 1.3% and by 3.0% on a per hl
    basis. On a constant geographic basis, CoS per hl increased by 2.7% in HY16
*   EBITDA grew by 4.3% in 2Q16 to 4 011 million USD, with top-line growth being partly offset by
    investments behind our brands which was weighted towards the first half of the year in line with our
    guidance. EBITDA margin increased marginally to 37.1% in 2Q16. In HY16, EBITDA grew by 3.4%,
    with EBITDA margin marginally down
*   Net finance results: Net finance costs (excluding non-recurring net finance costs) were 726 million
    USD in 2Q16 compared to 554 million USD in 2Q15. This increase was driven primarily by the
    additional net interest expenses resulting from the bond issuances in 1Q16, related to the pre-funding
    of the proposed SABMiller combination. This increase in net interest expenses was partly offset by
    other financial results, which included a favorable mark-to-market adjustment of 444 million USD in
    2Q16, linked to the hedging of our share-based payment programs, compared to a loss of 139 million
    USD in 2Q15. Net finance costs were 1 945 million USD in HY16 compared to 463 million USD in HY15
*   Income taxes: Income tax in 2Q16 was 497 million USD with a normalized effective tax rate (ETR) of
    20.5%, compared to an income tax expense of 532 million USD in 2Q15 and a normalized ETR of
    17.2%. The normalized ETR was 21.5% in HY16 compared to 17.6% in HY15
*   Profit: Normalized profit attributable to equity holders of AB InBev was 1 727 million USD in 2Q16
    compared to 1 984 million USD in 2Q15, with organic EBITDA growth more than offset by higher net
    finance results and unfavorable currency translation. Normalized profit attributable to equity holders of
    AB InBev was 2 571 million USD in HY16, compared to 4 278 million USD in HY15
*   Earnings per share: Normalized earnings per share (EPS) decreased to 1.06 USD in 2Q16 from
    1.21 USD in 2Q15, and decreased to 1.57 USD in HY16 from 2.61 USD in HY15
*   Proposed combination with SABMiller: We have made significant
    progress towards obtaining the necessary regulatory clearances for the proposed combination with
    SABMiller, including recent approval in the US, and have announced a revised and final offer. It
    remains our objective to close the transaction in 2016
*   2016 Half Year Financial Report: The report is available on our website at www.ab-inbev.com
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 02, 2016, 03:49:22 pm
Port Update :

NPN +42 % (65 % of Port) 
ANB +0 % (27 % of Port)   
KIO +56 % (2.8 % of Port)

Port 2.

BIL + 12 % (92 % of Port)



Title: Re: Pulverized Sand Box
Post by: jaDEB on August 08, 2016, 08:30:39 am
Port Update :

NPN +40 % (65 % of Port) 
ANB - 3 % (26 % of Port)    ???
KIO +53 % (2.9 % of Port)

Port 2.

BIL + 17 % (92 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 17, 2016, 12:49:28 pm
BEIJING, Aug 17 (Reuters) - Tencent Holdings Ltd 's dominance of smartphones in China, especially in mobile gaming, helped the social network and online entertainment behemoth rack up a 47 percent jump in second-quarter profit, comfortably beating analysts' estimates.

Net income for the quarter ended June rose to 10.9 billion yuan ($1.64 billion), outpacing estimates of 9.8 billion yuan, according to a Thomson Reuters poll of nine analysts.

That was driven by a 52 percent leap in revenue, the fastest pace since the fourth quarter of 2012, to 35.7 billion yuan ($5.38 billion), trumping an average forecast of 33.2 billion yuan, based on a Thomson Reuters poll of 11 analysts.

For Tencent, the biggest driver of its revenue growth in the quarter came from smartphone gaming. The company has for many years been strong in gaming, its main cash cow. Marrying that with its position as the dominant social network operator in China - via mobile messaging app WeChat and QQ - for both computers and mobile is paying off.

However, the company's efforts to grow are also taking a toll, as the cost of revenues rose 69 percent to 15.24 billion yuan. Tencent did not break these costs down in its results announcement.

The costs contributed to a dip in operating margins from 44 percent to 41 percent.

A marquee purchase for the Chinese tech stalwart was its $8.6 billion acquisition in June of Supercell, the maker of mobile gaming megahit 'Clash of Clans'.

The purchase will expand Tencent's interests overseas, as the Chinese video game and social network group still relies mainly on its home market even though it has stakes in various foreign studios like Epic Games and Riot Games.

The firm also bolstered in July its position in online entertainment, taking a majority stake in a new venture with leading music-streaming company China Music Corporation, which combines the two firms' digital music businesses.

In the second quarter, Tencent's online advertising business, which investors hope can grow to become as important a source of revenues as Facebook Inc's, grew 60 percent from the previous year to 6.53 billion yuan.

Overall online games revenues rose 32 percent year-on-year to 17.12 billion yuan, and social network revenues climbed 57 percent to 8.56 billion yuan.

The number of monthly active users of WeChat, China's biggest mobile messaging app, rose 34 percent to 806 million, Tencent said.

($1 = 6.6332 Chinese yuan) (Reporting by Paul Carsten; Editing by Biju Dwarakanath and Christopher Cushing)
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 19, 2016, 09:14:49 am
 ???
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 22, 2016, 08:09:17 am
Port Update :

NPN +49 % (66 % of Port) 
ANB - 3 % (25 % of Port)   
KIO +52 % (2.7 % of Port)

Port 2.

BIL + 19 % (92 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 29, 2016, 08:40:03 am
Ant Financial and Tencent Holdings Ltd. have won approval to operate digital wallets for customers in Hong Kong, a significant step in the two Chinese internet giants’ overseas expansion.
The license helps the companies bounce back from an earlier setback to their growing payments businesses. China’s central bank in July banned people who didn’t own a mainland bank card from storing money in Ant Financial’s Alipay or Tencent’s WeChat Pay accounts, depriving them of a large potential customer base of overseas Chinese. But the Hong Kong Monetary Authority has now granted approval for users in the city to store money in the local version of their online wallets

Zhejiang Ant Small & Micro Financial Services Group, which is trying to expand globally from India to Germany, is using Hong Kong as a test lab before building an overseas presence, Sabrina Peng, vice president of international business for for the company known as Ant Financial. Alipay, which currently has more than 1 million users in the city, has to date convinced more than 6,000 merchants from Ocean Park to Starbucks to accept Alipay.
“Hong Kong is extremely important for us,” said Peng. “With this license, it will be much easier for us to service Hong Kong residents in areas of payment and lifestyle.”
Credit card penetration is high in Hong Kong but people are wary of using plastic while shopping online because of safety concerns, Peng said. Apart from cards, Hong Kong shoppers previously could buy pre-paid Alipay cards from convenience stores, convert their cash into yuan, then deposit in Chinese online accounts -- a burdensome process.
The HKMA, the city’s de facto central bank, has granted five stored-value facilities licenses in total, allowing cards or online accounts to be loaded directly in the local currency. HKT Payment, Money Data and TNG (Asia) also won licenses, the authority said in a statement.
Ant Financial is controlled by Alibaba Group Holding Ltd. co-founder Jack Ma. Its Alipay service is accepted by more than 70,000 off-line retailers in over 70 countries and regions, the company said in an e-mailed statement in July
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 29, 2016, 09:58:26 am
Port Update :

NPN +56 % (67 % of Port) 
ANB + 1 % (25 % of Port)   
DRD - 1.6 % (2.5 % of Port)

Port 2.

BIL + 28 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 02, 2016, 11:55:59 am
 :)
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 05, 2016, 11:54:18 am
Port Update :

NPN +63 % (67 % of Port) 
ANB + 3.9 % (25 % of Port)   
DRD - 17.5 % (2.0 % of Port)

Port 2.

BIL + 22 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 05, 2016, 02:11:30 pm
  8)

Hong Kong - Tencent Holdings has surpassed China Mobile to become the country’s most valuable corporation, underscoring the growing importance of a vibrant private economy over lumbering state-owned enterprise.

Tencent rose 4.2% to HK$210.20 in Hong Kong on Monday, reaching a market value of HK$1.99 trillion ($256.6 billion), edging past China Mobile’s HK$1.97 trillion and putting the tech company in the ranks of the world’s 10 largest public companies, including Apple and Alphabet.

Tencent’s shares have jumped four-fold in as many years by building a lead in mobile gaming and online advertising, surpassing a roughly 20% advance in the Hang Seng Index.

The company’s rise exemplifies the new realities of the world’s second largest economy, where smokestack industries prepare to lay off workers while younger companies such as e-commerce giant Alibaba Group Holding make inroads into everything from finance to media.

Private businesses, marginalised for decades by a state sector that enjoyed easy funding from government-owned banks, now play a pivotal role in hiring and innovation, and the best performers are spearheading China’s shift toward a consumption-led economy.

“China’s economic restructuring is happening faster than many have expected,” said Shen Jianguang, chief Asia economist for Mizuho Securities Asia.

Services accounted for more than half of output last year for the first time, while consumption made up more than 70% of the expansion in the first half of this year.

The rise of companies such as Tencent shows China can unlock still more of its growth potential by giving more market access to private companies and rolling back state monopolies, he said.


Tencent is behind smartphone apps such as WeChat and QQ. (Supplied)


Since 2006, the title of China’s most valuable company has been held mainly by government-controlled industrial heavyweights such as  China Mobile, Industrial & Commercial Bank of China or  PetroChina, according to data compiled by Bloomberg.


Tencent arch-foe Alibaba also briefly held the title just after its 2014 debut.

Chinese internet sector stocks have been buoyed by the strategic importance the country now places on the sector.

State-backed funds and enterprises are championing some of the biggest private investment rounds in companies such as Ant Financial and Didi Chuxing.

President Xi Jinping, recognising the sector’s importance to both political and economic control, has designated its top entrepreneurs key targets for party outreach.


It wasn’t always like this. For years, China’s private companies operated in the long shadow of the gargantuan state sector, deprived of capital and support.


Early entrepreneurs founded nationwide brands from Wahaha mineral water to Haier appliances, paving the way for today’s captains of industry like Alibaba’s Jack Ma and Tencent’s own Ma Huateng.


Hungry to expand, they sought out overseas money: Alibaba gained investment from SoftBank Group and Yahoo!; Tencent won the backing of Naspers, a South African media company; Baidu’s early investors included IDG Capital Partners, according to Crunchbase.


Along with Alibaba, Tencent has now advanced to the vanguard of the private sector.


Its strategy of driving revenue growth via advertising and gaming through messaging applications WeChat and QQ have brought more than 1 billion users into the fold.


The company has beaten revenue and earnings estimates in all but one of the past six quarters.


The company has designs to build a Disney-like entertainment empire.


It’s splurging on content from anime to Hollywood movies to generate ad sales, which rose 60% in the June quarter. Popular titles including Cross Fire and Naruto Mobile helped Tencent more than double smartphone gaming revenue to 9.6 billion yuan in the period.


“When it comes to intellectual property, you have to serve the chicken many ways,” Tencent’s Ma, China’s third-richest man, said of his aspirations during a rare press conference earlier this year.


“It should be viewed as cross-platform entertainment and be developed from multiple dimensions.”
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 06, 2016, 09:08:24 am
Tencent Holdings, of which South Africa’s Naspers holds a sizeable stake, has soared in value, joining the ranks of the world’s 10 largest public companies, reports Bloomberg. Don’t expect growth to slow. Tencent has developed plans to drive revenue generation through expanding its entertainment empire. Chinese entrepreneurs like to talk about having a king dish, or house special, as a necessity for business success; Tencent is talking about serving up its king dish in many different ways – multichannel delivery. Meanwhile, Tencent has benefited from China’s economic restructuring, which has encouraged the growth of the private sector in order to wean the nation off its dependence on state enterprises. The Chinese government has signalled its intent to continue doing more of the same for the foreseeable future, slashing red tape and trying to make it easier for private enterprises to thrive. That must be good news for shareholders pinning their hopes on Tencent’s continued success. Naspers was an early investor in Tencent, with its success catapulting Naspers chairman Koos Bekker into the league of global billionaires. Forbes estimates Bekker’s wealth at about US$1.8bn. In June, Naspers – a former print media company that has reinvented itself as a digital player – reported headline earnings up 21% in dollar terms. With 77% of Naspers revenues generated outside South Africa, not only in China, but in Russia and elsewhere, the company is a classic rand hedge. The Naspers share price has ticked up in value since 2012, as Tencent has grown and the rand has declined compared to major currencies. – Jackie Cameron
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 06, 2016, 09:18:20 am
Got this of the web,

https://www.facebook.com/TimBukOne/?hc_ref=PAGES_TIMELINE

Title: Re: Pulverized Sand Box
Post by: jaDEB on September 06, 2016, 05:07:29 pm
wE NOt out Of THe woOds YET.  ???
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 08, 2016, 08:07:12 am
NPN vs $RSA
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 12, 2016, 12:48:55 pm
Port Update :

NPN +63 % (68 % of Port) 
ANB + 3.9 % (25 % of Port)   
DRD - 16 % (2.0 % of Port)

Port 2.

BIL + 24 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 19, 2016, 12:46:21 pm
Port Update :

NPN +61 % (68 % of Port) 
ANB + 0.38 % (25 % of Port)   
DRD - 25 % (2.0 % of Port)    :wall:  :wall:  :wall:  :frustrated:

Port 2.

BIL + 19 % (92 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 03, 2016, 12:31:14 pm
Port Update :

NPN +55 % (67 % of Port)   :TU:
ANB + 1 % (26 % of Port)    :-X
DRD - 27 % (2.0 % of Port)    :wall:  :wall:  :wall:  :frustrated:

Port 2.

BIL + 33 % (93 % of Port)    :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 10, 2016, 09:51:26 am
Port Update :

NPN +54 % (67 % of Port)    :TU:
ANB -0.5 % (26 % of Port)     8)
PPC + 5 % (2.0 % of Port)     :TU:

Port 2.

BIL + 36 % (93 % of Port)   :P
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 16, 2016, 10:11:35 am
JOHANNESBURG (Reuters) - South Africa's Naspers has sold its Polish e-commerce businesses Allegro and Ceneo to funds advised by private equity firms Cinven, Permira and Mid Europa for $3.253 billion, the company said on Friday, giving its shares a boost.
Naspers acquired online marketplace Allegro in 2008 for $1.5 billion as part of the transaction when it bought auction site Tradus, it said in a statement, adding that the business had generated cash of $714 million over the period.
The South African media and e-commerce firm, the largest company with a primary listing in Africa, said it had used Allegro to establish other fast-growing businesses in Poland, such as e-commerce site OLX and payment platform PayU.
Naspers has its roots in 101 years of Afrikaans language newspaper publishing, but has grown its e-commerce business rapidly in the last decade, with Tradus one of its first large foreign investments. The Cape Town-based company also holds around a third of Chinese Internet firm TenCent Holdings.
"From time to time the group exits earlier investments to realise a return on capital invested, and Allegro is a good example of this," Naspers said.
Shares in Naspers was up 5.8 percent at 2320 rand by 1429 GMT, compared to a 1.7 percent gain by the JSE's benchmark Top-40 index.
Naspers will keep Polish investments OLX, PayU, Otomoto and Otodom and said its PayU unit will continue to provide payment processing services to Allegro under a multi-year agreement.
Ceneo, which is sold along with Allegro, is a Polish price comparison business.
The South African firm said it will use the proceeds to repay debt, fund the scaling-up of ecommerce businesses, and finance new acquisitions.
"The transaction is subject to approval by anti-trust authorities with closing expected before the end of fiscal 2017," Naspers said.

Title: Re: Pulverized Sand Box
Post by: jaDEB on October 16, 2016, 12:03:51 pm
Port Update :

NPN + 51 % (66 % of Port)      :-*
ANB + 3 % (27 % of Port)      :)
PPC  - 6 % (2.0 % of Port)      :frustrated:

Port 2.

BIL + 34 % (93 % of Port)   :P
Title: Re: Pulverized Sand Box
Post by: Mr_Dividend on October 16, 2016, 08:14:16 pm
Is this a trading portfolio or a LT portfolio? Do you have a SL and a TP already in mind or do you wait for a sign in the technicals.
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 17, 2016, 06:51:22 am
Is this a trading portfolio or a LT portfolio? Do you have a SL and a TP already in mind or do you wait for a sign in the technicals.

Long Term Portfolio.

No I do not believe in Graphs / Technical - is for short term traders. I look at graphs how the Share is doing long term, i.e. Trend.
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 20, 2016, 07:31:59 am
10c    :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 24, 2016, 08:50:37 am
Port Update :

NPN + 55 % (67 % of Port)       :TU:
ANB + 1 % (26 % of Port)     
PPC  0 % (2.0 % of Port)       :question:

Port 2.

BIL + 34 % (93 % of Port)  :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 31, 2016, 08:35:16 am
Port Update :

NPN + 52 % (68 % of Port)       
ANB - 7 % (24 % of Port)       :wall:
PPC  - 3 % (2.0 % of Port)        :wall:

Port 2.

BIL + 32 % (92 % of Port)  ;D
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 04, 2016, 10:04:24 am
This sums it for me at the moment.

Title: Re: Pulverized Sand Box
Post by: jaDEB on November 07, 2016, 08:01:29 am
Port Update :

NPN + 40 % (67 % of Port)        :wall:
ANB - 13 % (25 % of Port)       :wall:  :frustrated:
PPC  - 3 % (1.8 % of Port)        :wall:

Port 2.

BIL + 27 % (92 % of Port)    :-X
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 13, 2016, 12:18:08 pm
Port Update :

NPN + 37 % (67 % of Port)         :'(
ANB - 13 % (25 % of Port)        :'(
PPC  + 2 % (2 % of Port)         :-X
Port 2.

BIL + 50 % (93 % of Port)     :-*
Title: Re: Pulverized Sand Box
Post by: Moonraker on November 13, 2016, 12:53:06 pm
+15.6% since closing price day before the election. Pull back was expected - good. No brainer while TRUMP is pres.
See BIL attachment.

EDIT: How analysts got it wrong or partially wrong. This from Overberg Asset Management - Weekly Report 8th Nov. 2016.

8 November 2016

According to sensitivity analysis, the S&P 500 index would jump by 2-3% in the event of a Clinton victory and drop by 11-13% in the event of a Trump victory. A Trump victory, due to promises of substantial infrastructure spending and the effect this would have on the State Budget, would cause Treasury yields to spike higher.(Correct) A Trump victory would boost the gold price and safe haven currencies such as the Swiss franc and Japanese yen.(Nope. Yen= weaker, gold down, CHF little change.Nobody knows what will transpire going forward)

Following the negative initial reaction, the rand would respond positively to Trump’s policy of substantial infrastructure spending. Infrastructure spending would have positive repercussions for mineral resource prices, benefitting commodity dependent currencies such as the rand, Australian dollar and Brazilian real. (Will have to watch out for this when contemplating purchase of resource stocks)



Title: Re: Pulverized Sand Box
Post by: jaDEB on November 14, 2016, 06:24:09 am
Thank you for input, appreciate it.  :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 14, 2016, 04:48:53 pm
 ???
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 16, 2016, 06:21:35 pm
HONG KONG—Chinese internet major Tencent Holdings Ltd. said third-quarter net profit rose 43% from a year earlier on solid revenue growth from mobile games and advertising.
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 22, 2016, 07:40:06 am
Port Update :

NPN + 43 % (68 % of Port)   
ANB - 17 % (23 % of Port)     
PPC  + 3 % (2 % of Port)     

Port 2.

BIL + 43 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 28, 2016, 07:39:15 am
for the six months ended 30 September 2016

COMMENTARY

Naspers had a strong six months to 30 September 2016. Operating performance, mainly driven by continued performance from the ecommerce
businesses and Tencent, is encouraging. As part of regular portfolio reviews, four notable transactions were concluded by the date of this report.
In Poland the agreed sale of the Allegro business for US$3.25bn realises a solid return on investment. The merger of the ibibo platform
with MakeMyTrip creates a leading business in the Indian travel segment. The acquisition of Citrus Pay drives consolidation in the Indian
online payments space, while the consolidation with Wallapop gives mobile-only classifieds platform, letgo, increased scale in the United States
(US). The video-entertainment segment experienced weak African currencies. However, the team delivered a pleasing return to subscriber growth,
with subscribers closing at 11m.

Currency has again had a significant impact. Unlike the earnings effect of falling currencies on the video-entertainment segment, in ecommerce
this impact is diffused by the group's diverse geographic spread and the fact that costs are mainly incurred in local currencies. Where relevant
in this report, we have adjusted amounts and percentages for the effects of foreign currency moves as well as acquisitions and disposals.
Such adjustments (pro forma financial information) are quoted in brackets after the equivalent metrics reported under International Financial
Reporting Standards (IFRS). A reconciliation of pro forma financial information to the equivalent IFRS metrics is provided in note 15 of this
condensed consolidated interim report.

Tencent and the ecommerce businesses, excluding currency impacts, accelerated our revenue growth. Revenues were US$6.8bn on an economic-
interest basis, growing 16%. Excluding the impact of currency translation, and acquisitions and disposals, growth was 27%. In ecommerce, the
classifieds operations, ibibo, Allegro and eMAG, all improved topline growth and earnings as a result of increased scale. PayU delivered
good results across its portfolio in Eastern Europe, India and Latin America. Core headline earnings, which the board believes to be the best
measure of sustainable operating performance, was US$914m - up 31% on the prior period.

The following financial commentary and segmental reviews were prepared on an economic-interest basis (including consolidated subsidiaries
and a proportionate consolidation of associated companies and joint ventures) unless otherwise stated.

FINANCIAL REVIEW
On a consolidated basis, revenue declined marginally by 1% (up 11%), largely due to the effects of currency translation. Disposals concluded in
the first six months of the year, notably the Czech ecommerce units, Netretail and Heureka, also reduced year-on-year revenue growth.

Consolidated development spend increased 38% (42%) year on year to US$387m as new growth initiatives were pursued. This includes
letgo, predominantly operating in the US, building the hotel offering in the Indian travel business and our subscription video-on-demand
unit, ShowMax, launched in August 2015. Development spend on these new initiatives totalled US$188m. Across the rest of the portfolio,
development spend declined by US$40m, as the ecommerce businesses, particularly classifieds, increased scale and profitability.

Trading profit increased 21% (42%) to US$1.5bn, boosted by the group's share of Tencent's trading profit. Trading profit was further boosted by
a contraction in losses of etail assets and increased profitability in Allegro. A lower opening subscriber base in sub-Saharan Africa, coupled with
the effects of foreign exchange, saw video-entertainment trading profits decline some 43% (14%) to US$226m.

IFRS operating profit declined from a positive US$67m to a negative US$30m, mainly due to currency weakness in the video-entertainment
segment and increased development spend to pursue growth initiatives.

The group's share of equity-accounted results increased 44% year on year to US$912m and includes once-off gains of US$206m and impairment
losses of US$145m. Once-off gains relate primarily to dilutions of Tencent's interest in certain of its associates, and gains arising on disposals of
other investees and impairment losses relate to writedowns by Tencent of certain of its investments. The contribution to core headline earnings
by associates and joint ventures was up 47% to US$1.1bn after adjusting for these non-recurring items.

Net interest expense on borrowings was down 18% to US$74m after the repayment of the group's revolving credit facility. On 30 September 2016
net gearing stood at 13%.

Lower profitability of the sub-Saharan Africa video-entertainment business and higher consolidated development spend were the main causes
of a marginal US$1m consolidated free cash outflow.

The company's external auditor has not reviewed or reported on forecasts included in this condensed consolidated interim report.

SEGMENTAL REVIEW
Internet
Ecommerce businesses and Tencent contributed to strong growth in the internet segment with revenues of US$4.9bn - up 30% (40%) year on
year. After adjusting for the impact of currency translation and acquisitions and disposals, it is 12% better than last year's growth. Trading profits
increased 54% (71%) on the back of Tencent's performance as well as contraction of losses in many of the ecommerce businesses. The internet
segment now contributes 72% of group revenues measured on an economic-interest basis, up from 64% a year ago.

Tencent
Tencent continues to expand its ecosystem with excellent revenue and user growth recorded in the social network, online games, digital
content, advertising as well as payment platforms. Revenues were RMB67.7bn for the period, up 48% year on year.

Tencent's social networks business grew revenues through growth in mobile games and payments, and a solid 24% increase in subscribers to
its digital content subscription services. Online media platform traffic and advertising revenue continue to lift with most traffic, representing
about 80% of revenue, now generated on mobile platforms.

Tencent implemented several strategic initiatives to advance its ecosystem and improve entertainment content for users. Tencent invested in
Supercell, the Finnish-based mobile game studio, thereby expanding its upstream presence in the global game industry. QQ Music was merged
with China Music Corporation to create a more useful online music platform. Tencent also boosted its online video offerings via
investments in content.

During the reporting period, Tencent made good progress in building its mobile ecosystem by growing monthly active Weixin/WeChat users
by 34%. It also improved Weixin/WeChat's enterprise communications products, expanded its cloud services capabilities and simplified its
payment solutions for merchant transactions.

Mail.ru
Despite continued challenges to the Russian economy, Mail.ru revenues grew 11% year on year to RUB18.8bn. Advertising revenue, especially
that of mobile, grew as a result of higher mobile audiences and advertising inventory as well as the implementation of new advertising
technologies. The social network VK grew engagement and audiences, however, online games and internet value-added services revenues
were weaker.

Ecommerce
Volatility of emerging-market currencies reduced performance when translated to US dollars. Ecommerce businesses are growing rapidly,
with revenues increasing 14% (24%) to US$1.4bn. Trading losses declined to US$292m, a 1% (14%) improvement on the prior year. Higher
development spend on new opportunities was offset by growth in established businesses. Within this portfolio, the group now has 23 profitable
businesses - up from 18 a year ago.

Classifieds revenue grew 115% (76%) year on year, driven by strong performances across the portfolio and boosted in particular by Avito.
Excluding the investments in letgo, trading losses (and thus development spend) reduced across the classifieds portfolio as we grew and gained
market share. Solid results were evident, particularly in monetising markets.

Avito performed ahead of expectations and improved its presense in Russian ecommerce.

In May 2016 the US operations of letgo merged with the local component of Wallapop. Shareholders collectively injected US$100m into the
merged business to accelerate growth. Results to date are encouraging and further substantial investment will follow.

Growth in car, and in some markets, real estate verticals, coupled with the launch of mobile apps, combined to strengthen classifieds.

Etail revenues grew 3% (16%), powered by assets in Central and Eastern Europe (CEE), where online penetration is rising. Growth was lower in
etail associates, as third-party sales (where we book a take rate only) continued to grow faster than first-party sales. There was also a reduction
in subsidies and a focus on improving gross margins.

In CEE, the consolidated etail platform eMAG performed well, growing revenues year on year by 33%. Romania is approaching sustained profitability.

Amazon, on the back of heavy investment, closed the gap on Flipkart by taking significant share from Snapdeal in the Indian etail
segment. Flipkart nevertheless maintains its firm lead on the mobile app. Recent strategic initiatives delivered healthy numbers over the peak
Diwali sales period. In the Middle East, Souq continued to gain share in Saudi Arabia and Egypt, while remaining the market leader in the
United Arab Emirates.

Allegro, the marketplace platform in Poland, grew revenue by 30% to US$193m. In October 2016 the group announced the sale of Allegro and
Ceneo for US$3.25bn. The transaction is subject to regulatory approval and is expected to close in 2017.

ibibo, the Indian travel business, had an excellent six months with revenue increasing 68% (75%) to US$67m. This was fuelled by growth in hotel
room nights and a profitable air-travel business. After the reporting period the group entered into a transaction to merge ibibo with MakeMyTrip
Limited. The merger will result in a combined business that provides a one-stop shop for Indian travellers. Through a jointly owned holding
company (91% held by Naspers and 9% by Tencent), the group will have a 40% stake in the merged business as its single largest shareholder.

The group's payments business, PayU, performed well across all operating regions. Revenue grew 22% (29%) year on year to US$83m on the
same cost base. This was achieved through improved operating leverage which, in turn, was driven by transaction volumes and ticket-size
improvements. In India, PayU acquired a controlling interest in Citrus Pay after the reporting period. This will see PayU becoming a leading
payment service provider in India.

We are now identifying new pockets of long-term growth for the group in one entity, Naspers Ventures. Ventures invested in three early-stage
educational technology companies: Udemy, an online marketplace for learning; Codecademy, a leading online interactive coding platform; and
Brainly, a social learning network. Each company focuses on a different section of the education market and has an innovative approach to
increasing the utility and value of education.

Movile, the leading Latin American mobile services platform, continues to grow its offline-to-online businesses. Brazilian online food-delivery
business, iFood, expanded successfully into Mexico, Brazil and Colombia. After growing revenues by some 211% year on year, the business
turned profitable during this reporting period.

Video entertainment
Action taken in response to a weaker macroeconomic backdrop yielded positive results with the direct-to-home (DTH) business recording positive growth,
adding some 591 968 subscribers. This is an improvement on the decline of 164 300 subscribers for the same period in the previous year. The DTT business
also added 149 875 subscribers. The total customer base closed at 11m on 30 September 2016.

The segment reported revenues of US$1.6bn, down 8% (up 6%) on the prior year. Trading profit declined by 43% year on year to US$226m. As the group bills
in local currencies, the continued weakness of currencies and economies in many African countries resulted in lower US dollar revenues. A sizeable portion
of content costs are US dollar-denominated which, coupled with the reduction in revenues and our investment in ShowMax, impacted trading profit.
Constrictions in foreign exchange availability in Nigeria, Angola and Mozambique have resulted in cash balances of US$202m being trapped in these countries.
These balances remain exposed to further currency depreciation.

Development spend was US$40m, down marginally year on year. This was attributable to the decrease in spend as a result of the completion
of the digital terrestrial television (DTT) rollout, offset by new investments to scale ShowMax.

ShowMax is growing steadily in a very competitive environment. It is available on all major platforms and can now be accessed through
connected Explora devices. ShowMax was also launched in a number of sub-Saharan markets.

Our focus remains on providing the best quality local and international content while managing costs, improving customer service and
retaining subscribers in an environment where there is intensifying competition from global players such as Amazon, Netflix, Apple and Google.
DStv Catch Up was made available to Compact customers, as well as a decoder payment plan, which boosted the uptake of our personal video
recorders (PVRs). Connecting the PVR to the internet delivers a better user experience. The 'TV everywhere' product, DStv Now, is showing
good levels of adoption across all platforms.

Management continues to engage regulators and participate in a number of regulatory reviews in various markets.

Media
Revenue in the media segment declined 13% (1%), with trading profit down 25% (31%). Although Media24 continues to face the effects
of structural declines in its traditional print business, revenue performance of its ecommerce initiatives was positive, benefiting from fresh
product offerings.

Prospects
In the second half of the financial year we hope to deliver revenue growth and scale the more established ecommerce businesses. The group
will continue to invest in long-term opportunities such as letgo, and seek further promising models within the internet segment. We expect
to accelerate letgo's development spend to further strengthen its position in the US classifieds market. In African video entertainment, a
tough environment at present, we aim to grow DTH customers by offering increased value and reducing costs to counter the impact of falling
currencies. Earnings and cash flows in this segment will continue to be constrained in the foreseeable future.

Preparation of the condensed consolidated interim report
The preparation of the condensed consolidated interim report was supervised by the financial director, Basil Sgourdos CA(SA). These results
were made public on 25 November 2016.

On behalf of the board

Koos Bekker                                                           Bob van Dijk
Chair                                                                 Chief executive

Cape Town
25 November 2016

Title: Re: Pulverized Sand Box
Post by: jaDEB on November 28, 2016, 09:09:00 am
Port Update :

NPN + 37 % (67 % of Port)     ???
ANB - 16 % (24 % of Port)       ???
PPC  - 6 % (2 % of Port)       :wall:

Port 2.

BIL + 54 % (93 % of Port)  :TU:

Looking @ CCO  8)
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 01, 2016, 08:25:31 am
CCO
PPC
LON

Title: Re: Pulverized Sand Box
Post by: jaDEB on December 02, 2016, 07:36:19 am
 :-X
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 05, 2016, 03:50:16 pm
Port Update :

NPN + 30 % (67 % of Port)   
ANB - 20 % (24 % of Port)     
PPC  - 9 % (2 % of Port)       

Port 2.

BIL + 48 % (93 % of Port)

Title: Re: Pulverized Sand Box
Post by: jaDEB on December 07, 2016, 07:27:31 am
LON
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 12, 2016, 08:47:06 am
Port Update :

NPN + 32 % (67 % of Port)   
ANB - 19 % (24 % of Port)     
PPC  - 7 % (2 % of Port)       

Port 2.

BIL + 42 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 13, 2016, 05:21:38 pm
and OF COURSE they have to bring out the last guardian on PlayStation 4 only , ^%$# u Sony.

https://www.youtube.com/watch?v=wd1R9Hi6ePY

Patrick ... ... ... .. ..  :'(
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 14, 2016, 07:42:11 am
Why write all this crap which takes 5 minutes to read (for me in any case cause they use big words), and it means sh!t... why ,why ?

After a recent look, Tencent Holdings Ltd (TCTZF) has a 50-day Moving Average of 26.2, the 200-day Moving Average is 23.54, and the 7-day is noted at 24.34. A popular tool among technical stock analysts is the moving average. Moving averages are considered to be lagging indicators that simply take the average price of a stock over a specific period of time. Moving averages can be very useful for identifying peaks and troughs. They may also be used to help the trader figure out proper support and resistance levels for the stock.

Traders may be relying in part on technical stock analysis. Tencent Holdings Ltd (TCTZF) currently has a 14-day Commodity Channel Index (CCI) of -170.64. Despite the name, CCI can be used on other investment tools such as stocks. The CCI was designed to typically stay within the reading of -100 to +100. Traders may use the indicator to determine stock trends or to identify overbought/oversold conditions. A CCI reading above +100 would imply that the stock is overbought and possibly ready for a correction. On the other hand, a reading of -100 would imply that the stock is oversold and possibly set for a rally.

Let’s do some further technical analysis on the stock. At the time of writing, the 14-day ADX for Tencent Holdings Ltd (TCTZF) is 26.39. Many technical chart analysts believe that an ADX value over 25 would suggest a strong trend. A reading under 20 would indicate no trend, and a reading from 20-25 would suggest that there is no clear trend signal. The ADX is typically plotted along with two other directional movement indicator lines, the Plus Directional Indicator (+DI) and Minus Directional Indicator (-DI). Some analysts believe that the ADX is one of the best trend strength indicators available.

Another technical indicator to examine is the Williams Percent Range or Williams %R. Developed by Larry Williams, this indicator helps spot overbought and oversold market conditions. The Williams %R shows how the current closing price compares to previous highs/lows over a specified period. Tencent Holdings Ltd (TCTZF)’s Williams Percent Range or 14 day Williams %R is sitting at -98.04. Typically, if the value heads above -20, the stock may be considered to be overbought. On the flip side, if the indicator goes under -80, this may signal that the stock is oversold.

The Relative Strength Index (RSI) is one of multiple popular technical indicators created by J. Welles Wilder. Wilder introduced RSI in his book “New Concepts in Technical Trading Systems” which was published in 1978. RSI measures the magnitude and velocity of directional price movements. The data is represented graphically by fluctuating between a value of 0 and 100. The indicator is computed by using the average losses and gains of a stock over a certain time period. RSI can be used to help spot overbought or oversold conditions. An RSI reading over 70 would be considered overbought, and a reading under 30 would indicate oversold conditions. A level of 50 would indicate neutral market momentum. The 14-day RSI is currently sitting at 33.5, the 7-day is at 27.41, and the 3-day is spotted at 15.82.
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 05, 2017, 10:20:57 am
Port Update :

NPN + 32 % (67 % of Port)   
ANH - 18 % (24 % of Port)     
PPC  - 2 % (2 % of Port)       

Port 2.

BIL + 41 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 06, 2017, 12:22:06 pm
MRF - Missed it  :'(
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 09, 2017, 08:17:25 am
Port Update :

NPN + 39 % (68 % of Port)   
ANH - 18 % (23 % of Port)     
PPC  - 2 % (2 % of Port)       

Port 2.

BIL + 44 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 13, 2017, 08:03:09 am
Thanks Orca, I also put my graphs together, and is now depressed.  :wall: Thanks for that on a Friday nogal

But PPC is risk part of Port and ANH is long term
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 16, 2017, 05:54:09 pm
Port Update :

NPN + 42 % (69 % of Port)   
ANH - 18 % (23 % of Port)     
PPC  - 3 % (2 % of Port)       

Port 2.

BIL + 53 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 17, 2017, 07:27:33 am
Iron Ore Monthly Price - US Dollars per Dry Metric Ton
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 19, 2017, 08:30:30 am
https://www.youtube.com/watch?v=rcWF7se6EfA

 :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 23, 2017, 03:24:22 pm
Port Update :

NPN + 41 % (68 % of Port)   
ANH - 18 % (23 % of Port)     
PPC  + 2 % (2 % of Port)       

Port 2.

BIL + 55 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 25, 2017, 07:46:04 am
 ;)
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 30, 2017, 04:25:57 pm
Port Update :

NPN + 40 % (68 % of Port)   
ANH - 19 % (23 % of Port)     
PPC  + 15 % (2 % of Port)       

Port 2.

BIL + 58 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 06, 2017, 10:51:36 am
Port Update :

NPN + 43 % (69 % of Port)   
ANH - 20 % (22 % of Port)     
PPC  + 14 % (2 % of Port)       

Port 2.

BIL + 49 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 06, 2017, 07:25:36 pm
Blocks

NPN - 220000 / 210000
ANH - 150000 / 140000
PPC - 700 / 650
BIL - 25000 / 22500
ACL - 1600 / 1400
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 10, 2017, 08:53:30 am
Blocks

NPN - 220000 / 210000
Actual Week High / Low : 223000 / 213400

ANH - 150000 / 140000
Actual Week High / Low : 143900 / 139500

PPC - 700 / 650
Actual Week High / Low : 693 / 650

BIL - 25000 / 22500
Actual Week High / Low : 23300 / 22200

Ten Cents - 210 / 200
Actual Week High / Low : 207 / 204
 




Title: Re: Pulverized Sand Box
Post by: jaDEB on February 13, 2017, 02:29:22 pm
Port Update :

NPN + 43 % (69 % of Port)   
ANH - 19 % (23 % of Port)     
PPC  + 18 % (2 % of Port)       

Port 2.

BIL + 47 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 16, 2017, 08:17:06 am
Port Update :

NPN + 39 % (68 % of Port)   
CCO - 1 % (23 % of Port)     
PPC  + 21 % (2 % of Port)       

Port 2.

BIL + 47 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 17, 2017, 07:43:48 am
I do the 52week challenge, where I have to do something every week which I have not done before. Attached is a Cartoon I did because of that.  And in case I need to find it I use Patrick's space to save it  :whistle:
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 19, 2017, 10:23:22 am
Port Update :

NPN + 41 % (69 % of Port)   
CCO - 1 % (22 % of Port)     
PPC  + 20 % (2 % of Port)       

Port 2.

BIL + 44 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 21, 2017, 07:26:17 am
 :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 22, 2017, 12:42:09 pm
PRESS RELEASE

CAPITAL & COUNTIES PROPERTIES PLC ("CAPCO")

AUDITED PRELIMINARY RESULTS FOR THE YEAR ENDED 31 DECEMBER 2016

Ian Durant, Chairman of Capco, commented:

"Capco has delivered good progress in 2016 with considerable activity and milestones achieved at both Covent
Garden and Earls Court. Despite macro-economic uncertainty, London is one of the great cities of the world;
desirable as a retail destination and residential location.

Looking through short-term market movements, Capco's long-term strategy remains unchanged. We are
confident in the strength of our two prime London assets and are well positioned to deliver long-term value
creation for our shareholders."

Ian Hawksworth, Chief Executive of Capco, commented:

"Capco has made significant progress at its two central London estates during 2016. Covent Garden has
introduced high quality retailers and restaurants, resulting in a record year of leasing transactions, producing an
uplift in value of 6 per cent to GBP2.3 billion and an increase in ERV of 8 per cent. At Earls Court, the first phase of
demolition is now complete, de-risking the site and preparing the land for future development. Weakened
sentiment in the residential market, following changes to stamp duty and political uncertainty, particularly in the
first half of 2016, led to a valuation decline at Earls Court Properties of 20 per cent to GBP1.1 billion. As a result,
EPRA NAV declined by 6 per cent to 340 pence per share.

The strong demand for central London retail has continued in 2017 and Covent Garden has had a positive start to
the year. We have increased the ERV target to GBP125 million by December 2020, reflecting the positive prospects
of the estate. The first residents have moved into Lillie Square and additional units will be released over the
coming months, now that the first release of Phase 2 is predominantly sold. Land enablement will continue at
Earls Court and we intend to progress plans to increase the number of much needed homes as we maximise the
potential of this strategic land holding.

Capco remains focused on its strategy to deliver long-term value creation from its two unique central London
estates. Backed by a strong balance sheet with low LTV and high liquidity, the Group is well positioned to
withstand short-term market uncertainty and take advantage of opportunities as they arise."

Key financials
-   Equity attributable to owners of the Parent GBP2.8 billion (H1 2016: GBP2.8 billion) (2015: GBP2.9 billion)
-   EPRA NAV 340 pence per share, a decrease of 5.9 per cent (H1 2016: -4.7 per cent, H2 2016: -1.2 per
    cent) (2015: 361 pence)
-   Total property value GBP3.7 billion, a decrease of 4.4 per cent (like-for-like) (H1 2016: -3.8 per cent, H2
    2016: -0.6 per cent) (2015: GBP3.7 billion)
-   Proposed final 2016 dividend of 1.0 pence per share providing a full-year dividend of 1.5 pence per share

Strong performance at Covent Garden following record year of leasing activity; new ERV target
-   Total property value of GBP2.3 billion an increase of 6 per cent (like-for-like) (2015: GBP2.0 billion)
-   95 new leases and renewals transacted representing GBP13.3 million of income at 9 per cent above 31
    December 2015 ERV
-   ERV increased by 8 per cent (like-for-like) to GBP96 million (2015: GBP86 million)
-   New ERV target of GBP125 million by December 2020
-   Floral Court (formerly known as Kings Court) on track for completion towards the end of 2017
-   GBP85 million invested in acquisitions expanding ownership of the estate

Significant progress on site at Earls Court
-   Earls Court interests valued at GBP1.1 billion, a decrease of 20 per cent (like-for-like) (2015: GBP1.4 billion)
-   Completion of first phase of demolition of EC1 & EC2; final phase of demolition underway, preparing the
    site for future development
-   Representations submitted to GLA's London Plan to enhance the Earls Court Masterplan
-   Construction of Phase 1 of Lillie Square progressing well and the first residents have moved in; sales of
    Phase 2 continue at a modest premium to comparable units in Phase 1

Operational excellence at Venues
-   EBITDA of GBP19 million, up 29 per cent (2015: GBP15 million)
-   Property valuation at GBP293 million, a decrease of 1 per cent (like-for-like) (2015: GBP295 million)

Strong financial position
-   Group loan to value ratio 23 per cent (2015: 16 per cent)
-   Cash and available facilities of GBP556 million (2015: GBP412 million)
-   Weighted average maturity extended to 5.9 years and average cost of debt reduced to 2.7 per cent
-   Capital commitments of GBP157 million (2015: GBP207 million)

Title: Re: Pulverized Sand Box
Post by: jaDEB on February 26, 2017, 11:00:52 am
Port Update :

NPN + 41 % (69 % of Port)   
CCO + 1 % (23 % of Port)     
PPC  +13 % (2 % of Port)       

Port 2.

BIL + 46 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 02, 2017, 04:57:51 pm
LON
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 06, 2017, 08:03:04 am
Port Update :

NPN + 38 % (69 % of Port)   
CCO - 1 % (23 % of Port)     
PPC  +16 % (2 % of Port)       

Port 2.

BIL + 39 % (93 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 10, 2017, 10:53:26 am
 :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 13, 2017, 10:10:11 am
Port Update :

NPN + 42 % (69 % of Port)   
CCO - 3 % (22 % of Port)     
PPC  +13 % (2 % of Port)       

Port 2.

BIL + 30 % (92 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 16, 2017, 08:39:42 am
 :question:
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 16, 2017, 02:34:22 pm
10c at new high    :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 20, 2017, 08:50:25 am
Port Update :

NPN + 45 % (70 % of Port)   
CCO - 3 % (22 % of Port)     
PPC  +13 % (2 % of Port)       

Port 2.

BIL + 34 % (92 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 20, 2017, 10:28:02 am
10c

I have no Idea if I should get the new NIER or Mass Effect .. what to do..
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 27, 2017, 08:01:52 am
Port Update :

NPN + 46 % (71 % of Port)   
CCO - 7 % (21 % of Port)     
PPC  +13 % (2 % of Port)       

Port 2.

BIL + 25 % (92 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 27, 2017, 08:36:07 am
Kong: Skull Island, Warner Bros. Pictures', Legendary Pictures' and Tencent Pictures' epic reimagining of one
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 27, 2017, 08:58:56 am
By Alexander Cornwell
DUBAI, March 27 (Reuters) - Dubai's Emaar Malls, operator of the Middle East's most glitzy shopping malls, has made an $800 million offer for Middle Eastern online retailer Souq.com, potentially setting up a bidding war with Amazon.com Inc.
The bid has so far not been accepted by Souq.com's shareholders, Emaar Malls said in a bourse statement on Monday.
Reuters reported last week that Amazon had agreed in principle to buy Souq.com. Amazon declined to comment, and a spokesperson for Souq.com did not respond to a request for comment.
Emaar Malls, operator of the Dubai Mall, is the retail unit of Dubai's largest publicly traded property developer Emaar Properties.
Chairman Mohammed Alabbar has been increasingly focusing on e-commerce. He has raised $1 billion, including from Saudi Arabia's Public Investment Fund, to set up regional e-commerce company Noon.
Alabbar has also bought into regional logistics firm Aramex and bought 4 percent of Italian online retailer Yoox Net-a-Porter for 100 million euros in April.
Souq.com's shareholders include South Africa’s Naspers Ltd who told Reuters on Saturday it holds a 36.4 percent stake in the company. Tiger Global Management also has a stake in Souq.com.
Naspers could not be immediately reached for comment on Monday. (Editing by Saeed Azhar and Susan Thomas)

Title: Re: Pulverized Sand Box
Post by: jaDEB on March 28, 2017, 07:15:56 am
Sold BIL, bought CCO
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 28, 2017, 01:46:08 pm
Tesla’s stock was up 3% this morning in pre-market trading after the company disclosed through a SEC filing that Tencent, a giant Chinese holding firm, has been accumulating stock in the electric car company for a total 5% passive stake worth over $2.2 billion at the current price.
Title: Re: Pulverized Sand Box
Post by: Maurice on March 29, 2017, 09:33:25 am
Sold BIL, bought CCO
How do you analyse CCO I can't understand the income statement I saw.
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 29, 2017, 09:49:49 am
I bought it as I think (I Think, note I think), the commodity cycle is now at the higher point, and Brexit at the low. However I think Brexit will take long to recover, thus CCO is a long term play.

https://baldwinjournal.com/investor-guide-checking-on-indicators-for-capital-counties-properties-plc-capc-l/35575/


Taking a glance from a technical standpoint, Capital & Counties Properties PLC (CAPC.L) presently has a 14-day Commodity Channel Index (CCI) of -137.55. Typically, the CCI oscillates above and below a zero line. Normal oscillations tend to stay in the range of -100 to +100. A CCI reading of +100 may represent overbought conditions, while readings near -100 may indicate oversold territory. Although the CCI indicator was developed for commodities, it has become a popular tool for equity evaluation as well.

The 14-day ADX for Capital & Counties Properties PLC (CAPC.L) is currently sitting at 14.02. Generally speaking, an ADX value from 0-25 would indicate an absent or weak trend. A value of 25-50 would indicate a strong trend. A value of 50-75 would signal a very strong trend, and a value of 75-100 would indicate an extremely strong trend. The ADX is a technical indicator developed by J. Welles Wilder used to determine the strength of a trend. The ADX is often used along with the Plus Directional Indicator (+DI) and Minus Directional Indicator (-DI) to identify the direction of the trend.

Moving average indicators are used widely for stock analysis. Many traders will use a combination of moving averages with different time frames to help review stock trend direction. One of the more popular combinations is to use the 50-day and 200-day moving averages. Investors may use the 200-day MA to help smooth out the data a get a clearer long-term picture. They may look to the 50-day or 20-day to get a better grasp of what is going on with the stock in the near-term. Narrowing in on Moving Averages, the 200-day is at 286.7, the 50-day is 285.85, and the 7-day is resting at 287.66. The RSI is computed based on the speed and direction of a stock’s price movement. The RSI is considered to be an internal strength indicator, not to be confused with relative strength which is compared to other stocks and indices. The RSI value will always move between 0 and 100. One of the most popular time frames using RSI is the 14-day. The 14-day RSI is presently standing at 40.63, the 7-day sits at 31.27, and the 3-day is resting at 13.15.

Investors may be watching other technical indicators such as the Williams Percent Range or Williams %R. The Williams %R is a momentum indicator that helps measure oversold and overbought levels. This indicator compares the closing price of a stock in relation to the highs and lows over a certain time period. A common look back period is 14 days. Capital & Counties Properties PLC (CAPC.L)’s Williams %R presently stands at -87.75. The Williams %R oscillates in a range from 0 to -100. A reading between 0 and -20 would indicate an overbought situation. A reading from -80 to -100 would indicate an oversold situation.
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 29, 2017, 10:32:27 am
ALSO

https://www.thecerbatgem.com/2017/03/28/capital-counties-properties-plc-capc-given-hold-rating-at-numis-securities-ltd-updated.html


Capital & Counties Properties PLC (LON:CAPC)‘s stock had its “hold” rating reiterated by equities researchers at Numis Securities Ltd in a research report issued on Wednesday. They presently have a GBX 301 ($3.78) target price on the stock. Numis Securities Ltd’s target price suggests a potential upside of 7.08% from the company’s current price.

CAPC has been the subject of a number of other research reports. HSBC Holdings plc upgraded shares of Capital & Counties Properties PLC to a “buy” rating and set a GBX 302 ($3.80) target price for the company in a research note on Monday, January 23rd. Barclays PLC restated an “equal weight” rating and issued a GBX 320 ($4.02) price objective on shares of Capital & Counties Properties PLC in a research note on Friday, January 13th. Peel Hunt restated a “sell” rating and issued a GBX 225 ($2.83) price objective on shares of Capital & Counties Properties PLC in a research note on Monday, November 28th. JPMorgan Chase & Co. restated an “underweight” rating on shares of Capital & Counties Properties PLC in a research note on Thursday, February 23rd. Finally, Canaccord Genuity restated a “hold” rating and issued a GBX 275 ($3.46) price objective on shares of Capital & Counties Properties PLC in a research note on Thursday, December 15th. Three analysts have rated the stock with a sell rating, six have issued a hold rating and four have issued a buy rating to the company’s stock. Capital & Counties Properties PLC presently has a consensus rating of “Hold” and an average price target of GBX 256.54 ($3.22).
Title: Re: Pulverized Sand Box
Post by: Maurice on March 29, 2017, 03:04:15 pm
Thanks jaDEB
I would of thought that you used fundamental analysis and not technical analysis. Was this a buy for the short term portfolio?
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 29, 2017, 03:58:26 pm
Fundamental analysis, I would not call it analysis, I just follow the share extensively and look and if I like it I tend to buy / Sell. But NPN & CCO Is long term, think NPN is actually frikkin very long term  :TU:. Only PPC is short term / High Risk.
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 29, 2017, 05:03:56 pm
CCO London Graph
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 03, 2017, 10:31:22 am
Weekly Update : -

Port 1.

NPN 70 % Portfolio (52% Profit)
CCO 22 % Portfolio (1% Profit)
PPC 2 % Portfolio (9% Profit)

Port 2.

CCO 98% Portfolio (4% Profit)


Title: Re: Pulverized Sand Box
Post by: jaDEB on April 05, 2017, 03:25:37 pm
HNA Group Co., the Chinese conglomerate that last month purchased a stake in Deutsche Bank AG, is in talks to acquire the Olympia exhibition center in west London from Capital & Counties Properties Plc, according to three people with knowledge of the matter.

HNA has teamed up Bugsby Property LLC to offer more than 300 million pounds ($375 million) for CapCo’s venues unit, which owns the property, the people said. They asked not to be identified because the information is private. A separate bid from a group including Yoo Capital Ltd. and a German company is also being considered, the people said.

Spokesmen for CapCo, Bugsby and Yoo Capital declined to comment. HNA didn’t immediately respond to a request for comment.


CapCo, which owns large parts of the Covent Garden district in central London, began exploring a sale of the venues unit in 2015. The company put the plan on hold before the U.K. voted to leave the European Union last year. CapCo transferred events to Olympia from the Earls Court exhibition center, which is being demolished to make way for a housing project.

The value of the events business fell 1 percent to 293 million pounds in 2016, according to the company’s annual report. The unit generated earnings of 19 million pounds, the report showed
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 10, 2017, 07:42:53 am
7 April 2017

                    CAPITAL & COUNTIES PROPERTIES PLC (“Capco”)

                      Capco announces sale of Venues for £296 million

Capco today announces that it has exchanged and completed on the sale of Venues, its exhibition
business, comprising Olympia London together with certain related property assets, for a total gross
cash consideration of £296 million (the “Disposal”). Venues has been sold to a consortium of German
institutional investors, which includes Bayerische Versorgungskammer (Germany’s largest manager
of public pension schemes investing through a fund managed by Universal-Investment) as the single
largest shareholder, the Versicherungskammer Bayern Group (Germany’s largest public insurer) and
DFI European Value Add Fund (together the “Consortium”). The Consortium is advised by investment
firm Deutsche Finance International and Yoo Capital, as UK co-investor. Capco has been advised by
Rothschild and CBRE on this transaction.


Highlights

    -   The Disposal is for a total gross consideration of £296 million (before net debt and working
        capital adjustments)
    -   After repayment of debt, working capital adjustments and transaction-related costs, net
        proceeds are approximately £229 million, in line with the net asset value of Venues

    -   The Disposal provides an opportunity for Capco to realise significant cash proceeds which will
        be used initially to repay bank debt and subsequent to this, for deployment in Capco’s core
        central London estates, as well as to take advantage of opportunities as they arise
    -   Following the Disposal, Capco’s pro-forma LTV as at 31 December 2016 decreases from 23
        per cent to 17 per cent

Title: Re: Pulverized Sand Box
Post by: jaDEB on April 10, 2017, 08:52:39 am
Port Update :

NPN + 58 % (69 % of Port)   
CCO + 12 % (23 % of Port)     
PPC  +15 % (2 % of Port)       

Port 2.

CCO + 16 % (94 % of Port)
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 10, 2017, 05:06:28 pm
I do the 52 week challenge.

Every week I have to do something new, or something I have not done.

This week, I will look at graphs.

Today Is NPN



Title: Re: Pulverized Sand Box
Post by: jaDEB on April 11, 2017, 05:27:04 pm
Today is the Rant.
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 12, 2017, 05:39:15 pm
Today is PPC

Title: Re: Pulverized Sand Box
Post by: jaDEB on April 13, 2017, 01:55:00 pm
Today is CCO
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 18, 2017, 11:53:41 am
Weekly Update : -

Port 1.

NPN 70 % Portfolio (62% Profit)
CCO 22 % Portfolio (10% Profit)
PPC 2 % Portfolio (11% Profit)

Port 2.

CCO 94% Portfolio (14% Profit)
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 24, 2017, 10:44:16 am
Weekly Update : -

Port 1.

NPN 70 % Portfolio (62% Profit)
CCO 22 % Portfolio (10% Profit)
PPC 2 % Portfolio (11% Profit)

Port 2.

CCO 94% Portfolio (14% Profit)
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 26, 2017, 12:38:26 pm
CCO in UK all-over the place today.  :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 28, 2017, 08:16:19 am
Weekly Update : -

Port 1.

NPN 70 % Portfolio (65% Profit)
CCO 22 % Portfolio (12% Profit)
PPC 2 % Portfolio (5% Profit)

Port 2.

CCO 94% Portfolio (16% Profit)
Title: Re: Pulverized Sand Box
Post by: Patrick on April 28, 2017, 02:22:00 pm
You should have updated this in the afternoon. Market is on steroids the last few days.
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 01, 2017, 09:13:02 pm
 :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 04, 2017, 08:50:07 am
Sold PPC & Bought DRD
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 08, 2017, 12:02:06 pm
Weekly Update : -

Port 1.

NPN 71 % Portfolio (71% Profit)
CCO 22 % Portfolio (14% Profit)
DRD 2 % Portfolio (-1% Profit)

Port 2.

CCO 95% Portfolio (18% Profit)
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 15, 2017, 09:49:49 am
Weekly Update : -

Port 1.

NPN 79 % Portfolio (71% Profit)
CCO 21 % Portfolio (14% Profit)
DRD 2 % Portfolio (-2% Profit)

Port 2.

CCO 95% Portfolio (19% Profit)
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 17, 2017, 12:55:43 pm
Tencent Holdings Ltd. posted quarterly sales and profit that topped all analyst estimates as blockbuster titles including Honour of Kings drove a billion-plus users on WeChat and QQ to spend on game items.
Revenue climbed to 49.6 billion yuan ($7.2 billion) in the three months ended March, the Shenzhen-based company said on Wednesday, surpassing the 46.4 billion yuan analysts projected on average. Net income climbed to a record 14.5 billion yuan, compared with the 13 billion yuan projected.
China’s internet titans are defying a slowdown in the world’s second largest economy. Chairman Pony Ma is now bolstering a $300 billion empire that encompasses everything from online gaming and social media to film and TV production. Tencent’s adapting a plethora of hit novels and anime into mobile games, distributed via messaging services WeChat and QQ, with an eye toward safeguarding its dominance of domestic media.
“It was a strong set of results,” said Li Yujie, an analyst at RHB Research Institute Sdn in Hong Kong. “Tencent’s mobile gaming business was the main contributor, especially Honour of Kings, which is probably generating 2-3 billion yuan of revenue a month.”
Shares of Tencent inched 0.4 percent higher before earnings were announced. The stock has gained 37 percent this year, compared with a 41 percent rise for New York-listed rival Alibaba Group Holding Ltd. Naspers Ltd., which owns a significant stake in Tencent, was up 2.2 percent in early trade in Johannesburg.
WeChat had 937.8 million monthly active users and the mobile version of QQ had 678 million users at the end of the quarter. Revenue from Value Added Services, which includes online games and messaging, soared 41
Tencent rode a strong showing from Honour of Kings. Developed in-house, the hit title is a mobile battle game in the same vein as the world’s most popular desktop title League of Legends -- also owned by Tencent. It topped both revenue and downloads in Apple Inc.’s iOS store in March, according to App Annie. Monthly active users reached 167.7 million in the quarter, Alan Hellawell, an analyst at Deutsche Bank AG, estimates.
The Chinese company’s pipeline looked full for this quarter as well. It unveiled another 19 mobile titles in April including the much-anticipated JX Online III, according to JPMorgan Chase & Co. analyst Alex Yao. A majority of those were adapted from hit novels, shows or anime in hopes of appealing to an established fan base.
“Honour of Kings specifically drove Tencent mobile games in March,” Hellawell wrote before the earnings. He expects “Tencent to further maintain its leading position in the gaming sector in the long run.”
While Tencent remains largely reliant on in-game spending, it’s been growing an online ad business on the back of China’s largest pool of social media users. Revenue from that business increased 47 percent to 6.9 billion yuan in the first quarter.
The company’s also delving deeper into entertainment, backing Twitch-like streaming sites including Wuhan Douyu Network Technology Co. and accelerating a foray into Hollywood films, helping finance the upcoming summer tent-pole Wonder Woman.
From January, WeChat’s “mini programs” began letting users access third-party services such as bike-sharing without the need to download full versions of individual apps. While nascent, that platform has the potential to side-step Apple or Android app stores and signals Tencent’s longer-term ambition to keep users within its own mobile environment.
WeChat could eventually integrate mini-programs into a fuller-fledged app store that sits on top of native operating systems such as iOS or Android, according to Morgan Stanley analyst Grace Chen.
“We see strong ambition from Tencent in building a closed-loop ecosystem on WeChat,” Chen said in a March report, adding that the mini programs could help Tencent in app distribution, mobile payments and data-driven user profiling.

Title: Re: Pulverized Sand Box
Post by: jaDEB on May 18, 2017, 07:43:24 am
10c
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 18, 2017, 11:39:54 am
10c Update -  :frustrated:
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 22, 2017, 09:14:43 am
Weekly Update : -

Port 1.

NPN 72 % Portfolio (82% Profit)
CCO 21 % Portfolio (14% Profit)
DRD 1 % Portfolio (-5% Profit)

Port 2.

CCO 95% Portfolio (18% Profit)
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 05, 2017, 10:21:35 am
Port Update : -

Lots has changed. : - % of portfolio is problematic as I now have a offshore account.  :TU: , jaDEB's so proud  :TU:

Port 1.

NPN - +75%
CCO - + 5%
Tencent + 0 %
Tesla (Waiting Confirmation put in order Friday - 2 June 2017)

Sold DRD and 12% of NPN

Port 2.

CCO - + 8%




Title: Re: Pulverized Sand Box
Post by: jaDEB on June 06, 2017, 04:23:39 pm
Bought some Tesla  :TU:
Title: Re: Pulverized Sand Box
Post by: Moonraker on June 07, 2017, 08:44:40 am
Bought some Tesla  :TU:

Title: Re: Pulverized Sand Box
Post by: jaDEB on June 07, 2017, 01:42:07 pm
Thanks Mr Bond.  :-*
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 13, 2017, 04:40:49 pm
Update : -

NPN - 64% of Port (+67%)
CCO - 21% of Port (+1%)
TSLA - 4% of Port ( :question:)
Tencent - 8% of Port ( :question:)

Port 2.

CCO - 94% of Port (+5%)
Title: Re: Pulverized Sand Box
Post by: Orca on June 14, 2017, 08:36:49 pm
Strangely my shares improved today as I have not been watching or even researching stocks for the past year.

 CIL up 5.2%

PGR up 4.00%

ZAR/EUR up 1.04% today.

I am blessed or crazy.
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 15, 2017, 07:47:32 am
Naspers Limited
(Incorporated in the Republic of South Africa)
(Reg. No 1925/001431/06)
JSE Share Code: NPN        ISIN: ZAE000015889
LSE ADS Code: NPSN         ISIN: US6315121003
(“Naspers”)


Trading Statement

Shareholders are advised that the Naspers group (“the group”) is presently finalising
its consolidated annual financial statements for the year ended 31 March 2017.

We expect core headline earnings per share to be between 33% (98 US cents) and 39%
(116 US cents) higher than the comparable period’s 298 US cents. Shareholders are
reminded that the board considers core headline earnings an appropriate indicator of
the sustainable operating performance of the group, as it adjusts for non-recurring and
non-operational items.

It is expected that earnings per share for the year ended 31 March 2017, will be between
181% (431 US cents) and 187% (445 US cents) higher compared to the prior period’s
238 US cents.

Headline earnings per share for the year is expected to increase by between 4% (7 US
cents) and 10% (17 US cents) from the prior period’s 168 US cents.

Further details will be provided in the summarised consolidated financial results, due
to be released on or about 23 June 2017. Financial information on which this trading
statement is based has not been reviewed or reported on by the company’s auditors.


Cape Town
14 June 2017
Sponsor: Investec Bank Limited
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 19, 2017, 11:14:22 am
Port Update : -

NPN : 71% of Port (+64%)
CCO : 24% of Port (+2%)
TSLA : 4% of Port ( +7%)
Tencent : 8% of Port (+3)

Port 2.

CCO : 94% of Port (+6%)
Title: Re: Pulverized Sand Box
Post by: Yman on June 23, 2017, 01:58:41 pm
jaDEB
which broker are you using to buy tesla ?
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 23, 2017, 03:02:18 pm
I am with Sasfin. They opened a Saxo Bank account for me. I bought TSLA and Tencent using my normal stockbroker.
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 26, 2017, 09:46:52 am
Port Update : -

NPN : 72% of Port (+73%)
CCO : 23% of Port (+3%)
TSLA : 4% of Port ( +11%)
Tencent : 8% of Port (+3)

Port 2.

CCO : 94% of Port (+7%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 10, 2017, 08:47:20 am
Port Update : -

NPN : 63% of Port (+62%)
CCO : 22% of Port (+6%)
TSLA : 4% of Port ( -10%)
Tencent : 8% of Port (+0)

Port 2.

CCO : 94% of Port (+10%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 12, 2017, 10:35:58 am
Hey, some good news. My wife's brother is fine and well .... in England. Have not been able to get any news of him for about 2 years . . .  :TU:
Title: Re: Pulverized Sand Box
Post by: Nivek on July 12, 2017, 02:54:15 pm
Glad he's all right. It's a very long time though, I hope he had a good reason.
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 17, 2017, 12:27:40 pm
Port Update : -

NPN : 64% of Port (+72%)
CCO : 21% of Port (+8%)
TSLA : 3% of Port ( -6%)
Tencent : 8% of Port (+5%)

Port 2.

CCO : 94% of Port (+11%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 31, 2017, 04:55:55 pm
Port Update : -

NPN : 66% of Port (+87%)
CCO : 19% of Port (+2%)
TSLA : 3% of Port ( -4%)
Tencent : 8% of Port (+14%)

Port 2.

CCO : 94% of Port (+5%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 07, 2017, 04:12:14 pm
Port Update : -

NPN : 65% of Port (+86%)
CCO : 20% of Port (+6%)
TSLA : 4% of Port ( +2%)
Tencent : 9% of Port (+18%)

Port 2.

CCO : 94% of Port (+10%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 14, 2017, 03:43:18 pm
Port Update : -

NPN : 64% of Port (+81%)
CCO : 20% of Port (+3%)
TSLA : 4% of Port ( +3%)
Tencent : 9% of Port (+18%)
Part of a BitCoin : >1% of Port (+0%)

Port 2.

CCO : 94% of Port (+6%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 21, 2017, 11:40:40 am
Port Update : -

NPN : 66% of Port (+90%)
CCO : 18% of Port (-2%)
TSLA : 4% of Port ( +0%)
Tencent : 9% of Port (+20%)
Part of a BitCoin : >1% of Port (+0%)

Port 2.

CCO : 94% of Port (+1%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 28, 2017, 04:30:58 pm
Port Update : -

NPN : 68% of Port (+97%)
CCO : 17% of Port (-6%)
TSLA : 4% of Port ( +0%)
Tencent : 8% of Port (+19%)
Part of a BitCoin : >1% of Port (-2%)

Port 2.

CCO : 94% of Port (-3%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on August 29, 2017, 05:22:19 pm
https://www.youtube.com/watch?v=TEzmU7YSXJs

Title: Re: Pulverized Sand Box
Post by: jaDEB on September 04, 2017, 10:11:33 am
Port Update : -

NPN : 67% of Port (+92%)
CCO : 18% of Port (-5%)
TSLA : 4% of Port ( +2%)
Tencent : 8% of Port (+19%)
Part of a BitCoin : >1% of Port (+5%)

Port 2.

CCO : 94% of Port (-3%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 11, 2017, 02:19:48 pm
Port Update : -

NPN : 66% of Port (+88%)
CCO : 18% of Port (-4%)
TSLA : 3% of Port ( -1%)
Tencent : 8% of Port (+21%)
Part of a BitCoin : >1% of Port (-1%)

Port 2.

CCO : 94% of Port (0%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 18, 2017, 02:44:07 pm
Port Update : -

NPN : 66% of Port (+92%)
CCO : 18% of Port (+0%)
TSLA : 4% of Port ( +9%)
Tencent : 9% of Port (+27%)
Part of a BitCoin : >1% of Port (-10%)

Port 2.

CCO : 94% of Port (+3%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 26, 2017, 12:49:49 pm
Port Update : -

NPN : 65% of Port (+95%)
CCO : 18% of Port (+2%)
TSLA : 3% of Port ( -1%)
Tencent : 9% of Port (+23%)
Part of a BitCoin : >1% of Port (0 %)

Port 2.

CCO : 95% of Port (+4%)

Title: Re: Pulverized Sand Box
Post by: Moneypenny on September 28, 2017, 10:23:26 am
Looking good  ;D
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 28, 2017, 11:11:25 am
Thank you, appreciate it  ;)
Title: Re: Pulverized Sand Box
Post by: Maurice on September 28, 2017, 12:30:21 pm
@jaDEB
How are you handling the Novus shares you got from your Naspers holdings?
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 28, 2017, 12:31:27 pm
* Rocket halves stake in Delivery to 13 pct
* Naspers lifts stake in Delivery to 23.6 pct
* Pays 660 mln eur for 13 pct stake
* Delivery Hero seeks to break even in 2018
* Rocket Internet shares jump 5.8 pct (Adds comments from Rocket Internet CEO)
By Tiisetso Motsoeneng and Emma Thomasson
JOHANNESBURG/BERLIN, Sept 28 (Reuters) - South African e-commerce giant Naspers increased its investment in online food takeaway firm Delivery Hero on Thursday, buying half the stake of German investor Rocket Internet for 660 million euros ($775 mln).
The deal is the latest high-stakes bet on online food delivery platforms by Naspers, which already runs similar sites in Brazil, Mexico, South Africa and in May paid $80 million to buy into India's Swiggy.
The investment in loss-making Delivery Hero comes as some of Naspers' investors are losing patience with losses from more than a dozen e-commerce platforms that include Letgo and OLX - the biggest classified sites in India and Brazil.
Rocket Internet shares, which have been under pressure over concerns about the value of the company's portfolio of start-ups and their losses, jumped 5.8 percent by 0913 GMT. Chief Executive Oliver Samwer said the stake sale was a vindication of Rocket's investment strategy.
Naspers first took a stake in Delivery Hero in May, a month before the Berlin-based takeaway firm went public. On Thursday, it lifted its stake to 23.6 percent, making it the biggest shareholder in one of Europe's largest internet startups.
Naspers Chief Executive Bob van Dijk said the investment underlined his confidence in Delivery Hero's prospects, particularly in developing markets. Founded in 2008, Delivery Hero runs food takeaway sites in more than 40 countries.
"Many markets have experienced significant traction already, but we believe the potential is far greater in high-growth markets than that observed in the West," he said in a statement.
Delivery Hero, the world's biggest online takeaway firm and the fourth to go public in recent years, reported a 66 percent jump in first-half revenue and sharply narrower losses on Wednesday, as it set its focus on breaking even in 2018.
Delivery Hero shares were up 0.9 percent by 0905 GMT, while Naspers' stock price slipped 0.1 percent.
ROCKET CASHES IN
Rocket Internet, which invests in businesses from fashion and furniture e-commerce to food delivery, has been cashing in on several of its start-ups, helping its stock recover in the past few months from the withdrawal of major investor Kinnevik this year.
It sold its remaining stake in Southeast Asian online retailer Lazada to China's Alibaba in June, while the Global Fashion Group it founded with Kinnevik sold a stake in its Middle East site in May.
Rocket, which announced a 100 million euro stock buyback last month, said it had 1.6 billion euros in net cash as of Aug. 31, before the Delivery Hero stake sale was agreed. Samwer said Rocket had not decided yet on possible further buybacks.
Rocket reported on Thursday that aggregate revenue for its leading start-ups rose 29 percent to 1.24 billion euros in the first half, while it narrowed its adjusted loss before interest, taxation, depreciation and amortisation (EBITDA) to 161 million euros from 204 million a year ago.
It is still hopeful it can meet a target to make three of its start-ups profitable by the end of the year, although Samwer said that the goal might slip by three to six months.
Rocket said its meal kit delivery company HelloFresh, which has been considering an initial public offering, saw net revenue rise 49 percent to 435 million euros in the first half, while its EBITDA loss rose slightly to 47 million euros. ($1 = 0.8521 euros)
(Reporting by Emma Thomasson and Tiisetso Motsoeneng; Editing by Ludwig Burger and Susan Fenton)
First Published: 2017-09-28 09:16:46
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 28, 2017, 12:35:38 pm
@jaDEB
How are you handling the Novus shares you got from your Naspers holdings?

Will sell it, not worth lots. Do not like to have to many different shares, makes it harder to keep eye on the ball.
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 02, 2017, 04:54:26 pm
Port Update : -

NPN : 65% of Port (+96%)
CCO : 18% of Port (+0%)
TSLA : 4% of Port ( -2%)
Tencent : 9% of Port (+24%)
Part of a BitCoin : >1% of Port (- 2 %)

Port 2.

CCO : 94% of Port (+3%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 09, 2017, 05:41:43 pm
Port Update : -

NPN : 66% of Port (+108%)
CCO : 17% of Port (-3%)
TSLA : 4% of Port ( +2%)
Tencent : 9% of Port (+29%)
Part of a BitCoin : >1% of Port (+ 6 %)

Port 2.

CCO : 94% of Port (+0%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 16, 2017, 02:04:46 pm
Port Update : -

NPN : 67% of Port (+110%)
CFR : 16% of Port (-4%)
TSLA : 3% of Port ( +1%)
Tencent : 9% of Port (+31%)
Part of a BitCoin : >2% of Port (+ 28 %)

Port 2.

CFR : 94% of Port (-4%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 17, 2017, 07:49:00 am


COMPANY ANNOUNCEMENT FOR IMMEDIATE RELEASE
17 OCTOBER 2017

Significant movement in operating profit and profit for the period
for the six months ended 30 September 2017


SIX Swiss Exchange requires that issuers make an announcement without delay where the foreseeable profit or loss for a given period is expected to deviate significantly from the profit or loss achieved in the prior year period. Both significant increases and decreases in the anticipated, unaudited profit or loss require the publication of an ad hoc notice to the market. In accordance with these requirements, Richemont makes the following announcement:

Trading for the six months ended 30 September 2017 showed sales rising 10% on a reported basis and 12% on a constant currency basis compared to the prior year period. On this basis, Richemont's operating profit for the six months ended 30 September 2017 is likely to show an increase of approximately 45% against the comparative period. The corresponding profit for the period is expected to increase by approximately 80%. These increases predominantly reflect the non-recurrence of the exceptional inventory buy-backs in the prior year period, improved trading performance and the positive net impact of movements in period-end exchange rates.


Disclaimer

The foregoing financial information is unaudited.


Corporate calendar

The Group's results for the six months to 30 September 2017 will be announced on 10 November 2017.


Investor and media contacts

Sophie Cagnard
Group Corporate Communications Director
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 19, 2017, 12:48:22 pm
Summary
PlayerUnknown’s online Battle Royale-type game Battlegrounds is now the world’s fifth top-grossing PC game. It is trailing Tencent’s first-person shooter CrossFire.
Tencent’s subsidiary Epic Games decided to copy the design/mechanics of Battlegrounds. PlayerUnknown used Epic Games’s Unreal 4 engine to make Battlegrounds.
Copying another company’s hit game is a fair practice for Tencent. After all, nobody has the copyright on Battle Royale genre-based video games.
Tencent needs to be more aggressive in video games. E-commerce giant Alibaba now touts a dedicated video games unit.
I still rate TCEHY as a buy.

From : https://seekingalpha.com/article/4112348-tencents-subsidiary-copied-playerunknowns-battlegrounds

It is nice to be invested in a company that does what you love  :TU:

Currently my favourite is : -

Online - Overwatch (listed as 8th) - Tencent also have a 5% stake in Blizzard
Offline : Fallout 4 (Where the dog "Dogmeat" is from) & Evil within 2 (Play that late at night with lights off )

Also play Witcher 3, and a couple of others when I get time.

Title: Re: Pulverized Sand Box
Post by: jaDEB on October 21, 2017, 03:58:49 pm
Port Update : -

NPN : 68% of Port (+116%)
CFR : 16% of Port (-4%)
TSLA : 3% of Port ( -1%)
Tencent : 9% of Port (+28%)
Part of a BitCoin : >2% of Port (+ 44 %)

Port 2.

CFR : 94% of Port (-4%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 27, 2017, 02:16:37 pm
 >:(
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 27, 2017, 04:11:33 pm
Port Update : -

NPN : 68% of Port (+123%)
CFR : 16% of Port (+2%)
TSLA : 3% of Port ( -6%)
Tencent : 9% of Port (+28%)
Part of a BitCoin : >2% of Port (+ 39 %)

Port 2.

CFR : 94% of Port (+2%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 03, 2017, 03:42:56 pm
Port Update : -

NPN : 68% of Port (+128%)
CFR : 16% of Port (+2%)
TSLA : 3% of Port ( -14%)  :'(
Tencent : 9% of Port (+35%)
Part of a BitCoin : >2% of Port (+ 77 %)

Port 2.

CFR : 94% of Port (+2%)   :frustrated:
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 08, 2017, 04:28:58 pm
Tencent Holdings Ltd now has a 12 percent stake in Snapchat operator Snap Inc, company filings showed on Wednesday, the latest in a string of major investments in the United States by China’s new tech heavyweights

November 8, 2017
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 13, 2017, 12:06:47 pm
 :whistle:
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 20, 2017, 07:44:15 am
Trading Statement

Naspers Limited
(Incorporated in the Republic of South Africa)
(Reg. No 1925/001431/06)
JSE Share Code: NPN         ISIN: ZAE000015889
LSE ADS code: NPSN          ISIN: US6315122092
(“Naspers”)



Trading Statement



Shareholders are advised that the Naspers group (“the group”) is presently finalising

its condensed consolidated interim report for the six months ended 30 September 2017.



We expect core headline earnings per share to be between 62% (132 US cents) and

67% (142 US cents) higher than the comparable period’s 212 US cents. Shareholders

are reminded that the board considers core headline earnings an appropriate indicator

of the sustainable operating performance of the group, as it adjusts for non-recurring

and non-operational items.


It is expected that earnings per share for the six months ended 30 September 2017, will

be between 94% (121 US cents) and 99% (128 US cents) higher compared to the prior

period’s 129 US cents.
                                           




Headline earnings per share for the six months is expected to increase by between 62%

(80 US cents) and 67% (86 US cents) from the prior period’s 129 US cents.



Further details will be provided in the condensed consolidated financial results, due to

be released on or about 29 November 2017. Financial information on which this trading

statement is based has not been reviewed or reported on by the company’s auditors.




Cape Town

17 November 2017

Sponsor: Investec Bank Limited
Title: Re: Pulverized Sand Box
Post by: Patrick on November 20, 2017, 09:01:35 am
And they'll be saving R150 million a year from next year June when they stop giving money to Gupta TV  :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 20, 2017, 10:51:17 am
Please do not use that %$#@ word while in my Sand Box. U will end up playing on the round about on the other side of the play ground, going at the speed of Tesla's new Roadster.
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 20, 2017, 12:34:21 pm
Port Update : -

NPN : 70% of Port (+154%)
CFR : 14% of Port (-4%)
TSLA : 3% of Port ( -10%) 
Tencent : 9% of Port (+48%)
Part of a BitCoin : >2% of Port (+ 87 %)

Port 2.

CFR : 100% of Port (-4%)   
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 26, 2017, 10:24:25 am
Port Update : -

NPN : 69% of Port (+147%)
CFR : 14% of Port (-3%)
TSLA : 3% of Port ( -9%) 
Tencent : 9% of Port (+43%)
Part of a BitCoin : >3% of Port (+ 146 %)

Port 2.

CFR : 100% of Port (-3%) 
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 08, 2017, 03:56:01 pm
Port Update : -

NPN : 68% of Port (+138%)
CFR : 14% of Port (-6%)
TSLA : 3% of Port ( -11%) 
Tencent : 9% of Port (+45%)
SNH : 0% of Port (-57%)
Part of a BitCoin : 5% of Port (+ 257 %)

Port 2.

CFR : 100% of Port (-6%)
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 08, 2018, 05:22:01 pm
Starting - 2018

Portfolio

NPN
CFR
SNH
TSLA
Tencent
BTC
ETH


Looking at : -

Walt Disney
Nvidia
Netflix

Title: Re: Pulverized Sand Box
Post by: jaDEB on January 10, 2018, 07:36:03 am
https://www.youtube.com/watch?v=YdJc7-ZEuT0
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 22, 2018, 05:34:32 pm
Jan - 2018

Portfolio

NPN
CFR
SNH - Sold
TSLA
Tencent
BTC
ETH


Looking at : -

Walt Disney
Nvidia
Netflix
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 05, 2018, 12:51:57 pm
Update :

Being hammered !!!!!!  :wall:

Title: Re: Pulverized Sand Box
Post by: jaDEB on February 12, 2018, 12:36:32 pm
Feb - 2018

Portfolio

NPN +95%  :TU:
CFR - 15%  :wall:
TSLA -9%   :wall:                 ???
Tencent + 50%  :TU:
BTC -21%  :wall:
ETH + 4%   >:(


Looking at : -

Walt Disney
Nvidia
Netflix
Tencent
Title: Re: Pulverized Sand Box
Post by: jaDEB on February 21, 2018, 08:30:55 am
Watched this, enjoyed it  :TU:.

Title: Re: Pulverized Sand Box
Post by: jaDEB on March 02, 2018, 08:38:21 am
 ???
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 12, 2018, 12:29:20 pm
Portfolio

NPN
TSLA
Tencent
BTC

Sold

CFR

Added : -

Netflix
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 22, 2018, 08:16:34 am
1. Bought Sea of Thieves (online gaming) - looks like I will be enjoying it .
2. Tencent is down 2-3%, but I still like Tencents. I assume it is cause they indicated profit will not be so high in future, as they will be spending more money on futures thingys. And I agree with that.

3. BTC.

a. Yes, I can blame myself as did Luno, but I will not, I did for a while.
b. Luno never told me how they got my money, no phone call, no mail, only standard copy paste, I must have, could have.
c. The monies I had in is gone, but I did consider it risky, thus please do not feel sorry for me, as the amount was not that high. But also was not pittance.
d. There is 2 things I figured out, all they have to do is hack your mail, i.e. gmail. Then they go to luno and reset password.
e. My password for my mail was not the same as any other site, thus luno's standard mail that another website I use was compromised, hence they had my password is cr#p.
f. I figured out something else, which I will not declare, as Luno is no help to me, thus I will not help Luno.

Title: Re: Pulverized Sand Box
Post by: jaDEB on March 27, 2018, 08:03:10 am
Portfolio March 2018

% of Portfolio

NPN 71%
Netflieks 11%
Tiensent 10%
Tesla 3%
Title: Re: Pulverized Sand Box
Post by: gcr on March 28, 2018, 04:55:30 pm
Hey jaDEB how come you overlooked todays rout or +2.1% not significant to qualify :'(
Title: Re: Pulverized Sand Box
Post by: jaDEB on March 29, 2018, 07:56:13 am
Hey jaDEB how come you overlooked todays rout or +2.1% not significant to qualify :'(

Nha, just sitting in the corner.
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 09, 2018, 12:42:22 pm
Portfolio April 2018

% of Portfolio

NPN 71%
Netflieks 11%
Tiensent 10%
Tesla 3%
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 16, 2018, 12:43:02 pm
Grafiek fabriek
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 17, 2018, 07:37:27 am
Netflieks Q1 - 2018
Title: Re: Pulverized Sand Box
Post by: jaDEB on April 23, 2018, 06:08:01 pm
Grafiek Fabriek

Title: Re: Pulverized Sand Box
Post by: jaDEB 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)

Title: Re: Pulverized Sand Box
Post by: Maurice on May 16, 2018, 01:46:29 pm
Thanks for the update jaDEB I see Naspers is still 5% down for 2018.  :wtf:
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 18, 2018, 08:03:22 am
 :TU:
Title: Re: Pulverized Sand Box
Post by: jaDEB on May 30, 2018, 12:00:30 pm
 ???
Title: Re: Pulverized Sand Box
Post by: gcr 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!!
Title: Re: Pulverized Sand Box
Post by: jaDEB 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.
Title: Re: Pulverized Sand Box
Post by: jaDEB on June 11, 2018, 04:55:57 pm
Graph Overwatch.

Title: Re: Pulverized Sand Box
Post by: Orca on June 12, 2018, 10:09:44 pm
This is why.
Title: Re: Pulverized Sand Box
Post by: jaDEB 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.
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 03, 2018, 05:55:17 pm
Graph Overwatch - Learning to draw lines  :whistle:
Title: Re: Pulverized Sand Box
Post by: jaDEB 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
Title: Re: Pulverized Sand Box
Post by: jaDEB 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%
Title: Re: Pulverized Sand Box
Post by: Bevan 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.
Title: Re: Pulverized Sand Box
Post by: jaDEB 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.
Title: Re: Pulverized Sand Box
Post by: jaDEB on July 30, 2018, 03:47:47 pm
Portfolio July 2018

% of Portfolio

NPN 70%
Netflieks 14%
Tiensent 9%
Tesla 3%

Title: Re: Pulverized Sand Box
Post by: jaDEB on August 21, 2018, 02:47:36 pm
Portfolio Aug 2018

% of Portfolio

NPN 70%
Netflieks 17%
Tiensent 10%
Title: Re: Pulverized Sand Box
Post by: jaDEB on September 03, 2018, 11:50:50 am
Portfolio Sept 2018

% of Portfolio

NPN 68%
Netflieks 19%
Tiensent 9%
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 01, 2018, 10:47:02 am
Portfolio Sept 2018

% of Portfolio

NPN 67%
Netflieks 20%
Tiensent 9%
Title: Re: Pulverized Sand Box
Post by: jaDEB on October 15, 2018, 10:41:19 am
Portfolio Sept 2018

% of Portfolio

NPN 67%
Netflieks 20%
Tiensent 9%

Watched Venom this week end. Nice - Columbia and Tencent Pictures :)

Title: Re: Pulverized Sand Box
Post by: jaDEB on October 16, 2018, 11:22:04 am
Netflix results out tonight . . .  ??? or  :'( or  :money: or  :wall:
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 05, 2018, 06:08:48 pm
Portfolio Oct 2018

% of Portfolio

NPN 67% + 93%
Netflieks 20% - 6%
Tiensent 9% - 4%

 :'(
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 14, 2018, 03:53:37 pm
3Q net income 23.33bn yuan, est 18.39bn yuan (range 16.04bn yuan to 22.53bn yuan) 3Q rev 80.60bn yuan, est 80.41bn yuan (range 77.32bn yuan to 86.83bn yuan) 3Q online game revenue 25.8bn yuan Weixin and WeChat MAUs 1.08bn

3Q online advertising revenue 16.2bn yuan 3Q Value-Added Services Business revenue 44bn yuan 3Q online gaming revenue y/y growth -4% 3Q PC client game revenue 12.4 bn yuan 3Q smartphone game revenue 19.5 bn yuan QQ smart device MAUs 698 mn
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 26, 2018, 01:59:25 pm
Portfolio Nov 2018

% of Portfolio

NPN 69% + 76%
Netflieks 19% - 18%
Tiensent 9% + 7%

 ???
Title: Re: Pulverized Sand Box
Post by: jaDEB on November 26, 2018, 02:25:47 pm
Got Fallout 76  :TU:, awesome, have been playing Fallout 4 for about 2 years.  It has bad reviews, but me and 2 other people I know is playing it and enjoying it tremendously.
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 03, 2018, 08:37:12 am
South Africa's Naspers H1 profit jumps, Tencent robust
JOHANNESBURG (Reuters) - South African media and e-commerce giant Naspers reported a 39 percent jump in half-year profit on Friday, thanks to a strong performance in its investment in China's Tencent.
Naspers, which owns about a third of Tencent, said core headline earnings came in at $1.7 billion, or 385 cents per share, in the six months ended September compared with $1.2 billion, or 277 cents per share, a year earlier.
Core headline EPS is Naspers' main profit measure that strips out non-operational and one-off items.
Tencent's contribution to core headline EPS of $1.8 billion helped offset weakness at the company's other businesses that include e-commerce platforms MakeMyTrip and Delivery Hero.
Founded more than 100 years ago in Stellenbosch, South Africa, Naspers has transformed itself from a newspaper publisher into a $87 billion empire but it owes all of that valuation to its one-third stake in Tencent.
The stake has become not just a moneyspinner for the group but also a headache as it dwarfs Naspers' own market capitalisation by 40 percent.
Share in Naspers rose 1.1 percent to 2,280 rand as of 1348 GMT.
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 03, 2018, 11:11:40 am
Portfolio update : -

Title: Re: Pulverized Sand Box
Post by: jaDEB on December 06, 2018, 03:56:20 pm
Tencent Music Entertainment’s initial public offering is back in motion, two months after the company reportedly postponed it amid a global sell-off. In a regulatory filing today, the company, China’s largest streaming music service, said it plans to offer 82 million American depositary shares (ADS), representing 164 million Class A ordinary shares, for between $13 to $15 each. That means the IPO will potentially raise up to $1.23 billion.
The company is offering 41.03 million ADS, while selling shareholders will offer the remaining 40.97 million ADS. It will list on the New York Stock Exchange under the ticker symbol TME. According to the filing, Tencent Music’s controlling shareholder, Tencent Holdings,  has agreed to buy Class A ordinary shares valued at up to $32 million.
With about 800 million monthly active users, Tencent Music is not only China’s largest online music entertainment platform, but one of the biggest in the world. To put that number in context, Spotify, one of Tencent Music’s shareholders and strategic partners, currently has 170 million monthly active users.
Tencent Music first filed for its stock market debut at the beginning of October, but then the WSJ reported that it had halted its IPO plans because of a sell-off in global markets that hit Chinese markets particularly hard. The stock market iscurrently rallying, however, thanks to a truce in the U.S.-China trade war.
The offering’s lead underwriters are Morgan Stanley, Goldman Sachs, J.P. Morgan, Deutsche Bank Securities and Bank of America Merrill Lynch.
Title: Re: Pulverized Sand Box
Post by: jaDEB on December 10, 2018, 11:26:10 am
Portfolio dEC 2018

% of Portfolio

NPN 69% + 83%
Netflieks 16% - 17%
Tiensent 9% + 13%

You must all enjoy Christmas and may 2019 be good to you all.

Title: Re: Pulverized Sand Box
Post by: jaDEB on December 14, 2018, 10:24:49 am
Tencent Holdings (0700) has declared a special dividend of approximately HK$250 million to its shareholders, after its spinoff Tencent Music went public in New York.
Tencent Music was listed at a final offer price of US$13.00 (HK$101.74) per American Depositary Share.
A qualifying shareholder holding a whole multiple of 3,900 shares on the record rate will be entitled to a distribution of one ADS for every whole multiple of 3,900 Shares held.
Fractional ADSs will not be distributed. A qualifying shareholder who holds shares in excess of a whole multiple of 3,900 shares will be entitled to a cash distribution of HK$13 for every whole multiple of 500 shares held in excess of the largest multiple of 3,900 shares.
Qualifying shareholders with less than 3,900 Shares and non-qualifying shareholders will receive cash in lieu of the ADSs on the basis that for every 1,500 shares be entitled to a cash distribution of HK$39, and for every additional whole multiple of 500 shares to receive an additional cash distribution of HK$13
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 07, 2019, 10:04:21 am
Portfolio Jan 2019

% of Portfolio

NPN 69% + 91%
Netflieks 17% - 7%
Tiensent 9% + 16%
Title: Re: Pulverized Sand Box
Post by: jaDEB on January 15, 2019, 11:59:07 am
Portfolio Jan 2019

% of Portfolio

NPN 67% + 91%
Netflieks 19% + 7%
Tiensent 9% + 18%

Title: Re: Pulverized Sand Box
Post by: jaDEB on January 18, 2019, 08:28:21 am
Netflix reported net income of $133.9 million, or 30 cents a share, on sales of $4.19 billion, after recording earnings of 41 cents a share on sales of $3.29 billion a year ago. Analysts on average expected earnings of 24 cents a share on sales of $4.21 billion, according to FactSet. Netflix forecast for earnings of 23 cents a share on sales of $4.2 billion

Netflix Inc. has an ever-evolving view of its competitive landscape, and the current approach treats the popular online videogame “Fortnite” as more of a rival than HBO

Chinese Internet giant Tencent is a major investor in Epic Games, developer of the smash hit Fortnite. The Chinese Internet giant holds a big stake in the game's publisher

Title: Re: Pulverized Sand Box
Post by: jaDEB on January 21, 2019, 01:56:56 pm
Graphs. For viewing, by myself I think  ???. I will eventually stop posting it as I do not think any1 is looking at it  ::).

Title: Re: Pulverized Sand Box
Post by: jaDEB on February 11, 2019, 11:36:16 am
Started Playing Apex Legends, 10 Million players in 78 hours from release. Big competition for Fortnight, Tencent. Nice game very addictive. First game in a while where there is a positive response on a game. EA share price up 16% Friday. - Apex is a EA game.

Title: Re: Pulverized Sand Box
Post by: jaDEB on February 17, 2019, 10:59:49 am
Netflieks broke thru the 50 day moving average, NPN and Tiensent dropped back after nearly hitting the 50 day moving average.