JSEDirect with Simon Brown
JSEDirect with Simon Brown
www.JustOneLap.com
Results-a-rama, we review them all (almost) (#555)
17 minutes Posted Aug 30, 2023 at 2:01 pm.
0:00
17:26
Download MP3
Show notes
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.