Shares that profit from load shedding (#525)
An episode of the WorldWide Markets with Simon Brown podcast, hosted by JustOneLap.com, titled "Shares that profit from load shedding (#525)" was published on January 25, 2023 and runs 17 minutes.
January 25, 2023 ·17m · WorldWide Markets with Simon Brown
Episode Description
Simon Shares
- Renergen* (JSE code: REN) finally gets phase 1 helium flowing.
- ArcelorMittal (JSE code: ACL) update, everything they warned about went wrong.
- MPC Thursday (26 January) and FOMC Wednesday (1 February). Raising 0.25% each.
Stocks making money from load shedding
- Reunert (JSE code: RLO). High voltage cables and circuit breakers.
- Mustek (JSE code: MST). Green energy division.
- Famous Brands (JSE code: FBR). Lights out need food.
- Mahube Infrastructure (JSE code: MHB). Wind and solar operations paying a dividend (DY ±13.5%) and trading below NAV.
- Kibo Energy (JSE code: KBO). Are they a going concern? They issued shares to pay a £19,635.44 invoice.
This is well worth a listen, some important data points from @StefMarani that help understands the road ahead .. https://t.co/6CGNRd6QUe
— Simon Brown (@SimonPB) January 24, 2023
@simonbrown_za ArcelorMittal SA horror update as the second half was loss making #investing #share #jse ♬ original sound - SimonBrown
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