Author Topic: Pulverized Sand Box  (Read 310262 times)

jaDEB

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Re: Pulverized Sand Box
« Reply #600 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)
jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #601 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)
jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #602 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:
jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #603 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
jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #604 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.

jaDEB

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

jaDEB

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Re: Pulverized Sand Box
« Reply #605 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
jaDEB

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Mr_Dividend

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Re: Pulverized Sand Box
« Reply #606 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.

jaDEB

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Re: Pulverized Sand Box
« Reply #607 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.
jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #608 on: October 20, 2016, 07:31:59 am »
10c    :TU:
jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #609 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:
jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #610 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
jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #611 on: November 04, 2016, 10:04:24 am »
This sums it for me at the moment.

jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #612 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
jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #613 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)     :-*
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Moonraker

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Re: Pulverized Sand Box
« Reply #614 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)



« Last Edit: November 13, 2016, 03:21:26 pm by Moonraker »