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Podcast: WorldWide Markets with Simon Brown
Episode: Shares that profit from load shedding (#525)
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 in...