The Passive Income Guy @hazelwood_dave
Building passive income in South Africa. See pinned tweet for details on how to subscribe to my INSIGHTS newsletter. Cape Town Joined July 2018-
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Russia exports naphtha to China. China uses naphtha to produce petrochemicals like ethylene (biggest producer in world). There's a lag (stockpiled inventories can be used), but this is going to have an impact on fuel & chemical prices.
Russia exports naphtha to China. China uses naphtha to produce petrochemicals like ethylene (biggest producer in world). There's a lag (stockpiled inventories can be used), but this is going to have an impact on fuel & chemical prices.
Here's the story. China now the world's biggest car exporter. But Chinese vehicle exports typically have lower PGM loadings than European cars (depending on destination country laws of course). carnewschina.com/2024/01/14/chi…
Chinese ICE vehicles (not only EV) are gaining market share (in China and countries like SA). But Chinese vehicles have far less PGM loadings than European cars. Less PGM demand?
There's already a regional war in the Middle East, it's merely the nature of the war that ebbs and flows. Escalation is inevitable. Plan accordingly.
Telkom = the Anglo of telco space, with assets that others in the industry want. Not a question of if, but when, and therein lies the rub.
Bought the New China Sectors ETF earlier this year when some were saying China is 'uninvestable'. Up almost 10% in just a few months. Much better than the JSE All share performance.
Zeda. One of the reasons why Barloworld wanted to get rid of Zeda (Avis/Budget), was because they saw Uber as a major threat. But Uber has collapsed in SA, with reported murders/rapes/robberies, not to mention poor service, dramatically reducing uptake.
Omnia has performed poorly this year.
Murray & Roberts. Report that Anglo American no longer wants diamond assets is negative for MUR. Huge part of their order book is for Venetia diamond mine.
SA Telcos. With uncapped data becoming the norm for major data users, how does greater data consumption help profits? And Telkom now flush with cash after tower sale, so can compete more strongly. Sector needs consolidation (or price fixing!).
Zeda. Here's the commentary. Good take IMO.
Zeda. Here's the commentary. Good take IMO.
Remgro. This is what lack of capital does. Companies becoming distressed. Huge opportunity for Telkom's Openserve. Makes difference between Telkom's valuation & Remgro fibre assets even more absurd.
Remgro. This is what lack of capital does. Companies becoming distressed. Huge opportunity for Telkom's Openserve. Makes difference between Telkom's valuation & Remgro fibre assets even more absurd.
Zeda. Someone recently commented that Zeda is like Wesbank (but with blue chip clients) and partial variable income (rentals). Viewed through that lens, company is not heavily geared at all.
This reveals a lack of faith in diamonds' future. Can't say I'm surprised.
This reveals a lack of faith in diamonds' future. Can't say I'm surprised.
It's interesting that BHP has no interest to acquire Anglo American's platinum assets. Is this because it's PGM, or because the assets are in South Africa?
If Capitec made R35 million from Capitec Connect, what's Cell C's cut?
Anglo American. Read this👇before you take a punt.
Anglo American. Read this👇before you take a punt.
PGM miners. Profits last few years were driven by Rhodium, but Rhodium price collapsed when fibreglass makers changed production process. How do PGM miners get back to profits without recovery in Rhodium?
The improvement in battery technology is breathtaking.
The improvement in battery technology is breathtaking.
Sasol production update was meh to say the least, but the good news is that H1 FY2024 was almost certainly the low point in the chemical cycle (Chinese oversupply thanks to cheap Russian oil is pretty much gone).
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1.5M Followers 0 Following@hazelwood_dave @Sharkmaverick It's also expensive relative to car rental
@hazelwood_dave Interesting that a few months back someone suggested Glencore should buy out AGL instead of Teck. Would have doubled Glencore's copper output and given them tons of coking coal. But it would have meant buying more assets in Peru and Chile
@hazelwood_dave Squeeze rhodium so that the 5% they do need is bloody expensive!
Time for a tweet (post) storm… Ster-Kinekor, much like its American counterpart AMC, has faced significant challenges due to a business model that remained static for three decades. [1/8]
Ster-Kinekor slashing jobs, closing cinemas Ster-Kinekor's planned job cuts will affect nearly a third of its workforce. mybroadband.co.za/news/broadcast…
@hazelwood_dave I am truly surprised it took so long and even more surprised that they are not closing all the cinemas.
@hazelwood_dave which is why the financial markets naturally draw those who love freedom and meritocracy
@hazelwood_dave Wayne’s problem is not distinguishing between fixed rate & prime linked-prefs. Vast diff between those. On prime-linked prefs in theory little reason for prices to decline on lower rates (but market of course doesn’t pay much attention to valuation theory 🙄).
@hazelwood_dave Prefs (those linked to prime) seem to already be discounting lower rates … bids are weak & Fwd-yield @ spot prime at highest I can recollect, eg bank pref’s on fwd-yields > 11% (never seen this before) which now case for INPR, SBPP & ABSP.
@hazelwood_dave But both of these targets are correct, given the current information set
@hazelwood_dave When I was in varsity movies were R10 on Tuesdays at Sterland. I used to watch a movie a month, I always looked forward to it. I can’t believe that cinema is closing down 😏
@hazelwood_dave Also lower cost of electricity, because at $100/kWh at pack level, it's already cheaper to produce your own via solar and store it in batteries than buying from Eskom .
@hazelwood_dave This is trading at $2650. No idea how reliable it is but perhaps an indication? paxos.com/paxgold/
@hazelwood_dave Be interesting to see how gold opens tomorrow after that wild ride yesterday.
@hazelwood_dave Big risk off - VIX and DXY are the only assets that get bid … even hard assets buckle .. correlation moves to 1. That’s my Monday bet
@hazelwood_dave Just one example, if there is 0 load shedding even just in the day, the SA economy can grow 3-4% just on that without other factors. Loadshedding took 10-15% off GDP in last 5 years
Trends for United States
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