JSEDirect with Simon Brown

Results-a-rama, we review them all (almost) (#555)


Listen Later

Simon Shares
  • Bidcorp - excellent
  • AvdTech* - really good, stock at all-time highs
  • Stadio - good student growth
  • Motus - poor HEPS, good dividend
  • Woolies* - not bad, but wow only got R1.1billion for David Jones
  • Sasol - impairments galore
  • Adcock Ingram - capacity utilisation is weak
  • Aspen - good second half
  • KAP - tough out there
  • Super Group - strong numbers

* I hold ungeared positions.

...more
View all episodesView all episodes
Download on the App Store

JSEDirect with Simon BrownBy www.JustOneLap.com