JSE Terminal @JseTerminal
We are a neutral econometrics information service focussing on the Johannesburg Stock Exchange. We neaten up the data, you make the call. Joined August 2021-
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Twitter helps one understand why we have a market: -@FinanceGhost is selling META as it has run too hard and to pay divorce fees. Another holds the LT trend. -Folks get stopped out, my friend @Mercedarians steps in. -PMs crow BTI is too cheap, others say trends have changed
Great day for us and our clients @sharenetsa. I sent out the buy on $JSESSW and $JSEHAR Y’yday and got rewarded today with 4% + moves. That’s what having patience to enter looks like! The giveaway was DXY action all week!
SARS coming in hard on Trusts! Those of you that have Trusts, is it still worth it? Sars announces significant changes to the treatment of trusts iol.co.za/personal-finan…
It’s just beautiful to behold - $JSEPIK
Selling my entire Meta stake. Up 9.6% in dollars in the end and obviously much better in rand. The entire amount goes into divorce lawyer fees for the past 6 weeks. You only get married with accrual once in your life.
Very odd trade action today. Nothing sinister about Mr Ellerines stepping down, been confirmed it was his time. He will likely hold all 20% of BLU till it goes 10 X ;)!
Very odd trade action today. Nothing sinister about Mr Ellerines stepping down, been confirmed it was his time. He will likely hold all 20% of BLU till it goes 10 X ;)!
YTD Returns… C3 AI +319% NVIDIA +191% Super Micro Computer +191% Palantir +159% Samsara +144% Meta Platforms +136% DraftKings +125% Carnival Corp +102% Tesla +108% SoFi+106% MongoDB +102% Royal Caribbean +97% AMD +93% Spotify +92% Shopify +91% Elf Beauty +90% Exact Sciences…
As it transpired, I had a massive bill to my divorce attorney to pay instead. But if you punted at TCP, well done! It stings when you're right but couldn't execute. Anyway.
As it transpired, I had a massive bill to my divorce attorney to pay instead. But if you punted at TCP, well done! It stings when you're right but couldn't execute. Anyway.
$JSEAPN - We long and strong in this one at R175,50. Will update in days to come but looking to add more on dips for a bigger break out possibly! @sharenetsa
Long trading Anshauer Busch at R1030. Selloff after Bud lite scandal way overdone. Target price is at R1390
Rates up strengthening ZAR, bringing down fuel price, rewarding savers, crushing inflation, helping the poorest, & you're bitching because you can't afford the adjusted payment on your dream home & Audi A4? Fu#k right off!! You borrowed happiness from tomorrow. Payback time 🥺
One more idea for consider. - nat gas arbitrage: Autumn nat gas futures are traded at ~$2.9, while winter nat gas futures are traded higher - at $4 The spread seems unreasonably high; it seems like the market is insuring that case when there will be not enough gas in the winter

Dylan Bradfield @DilBradly
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