Simon Shares

• Murray & Roberts* (JSE code: MUR) expands in the US.
• The government says they'll only use locally produced cement in projects. PPC (JSE code: PPC) and Sephaku (JSE code: SEP both fly higher. But is the market right about this?
• We're off the UK red list, good for local hotels?
• Aveng (JSE code: AEG) have announced plans for a 1:500 share consolidation in December. This usually sees prices weakness after the consolidation.

* I hold ungeared positions.

Upcoming events;

• 14 October ~ Investment Fundamentals with Keith McLachlan
• 21 October ~ JSE Power Hour: Small cap investing with Anthony Clark
• 27 October ~ FX and Commodity prices and their effects on investments