PDSNET ARTICLES - JUNE 2020

The Cannabis Company

Until September last year, you could easily be forgiven for not paying much attention to the thinly traded penny stock, Labat. Styling itself as an “investment holding company” it seemed to have a diverse collection of businesses which did not hold much potential and lacked a clear focus.
In September 2019, however, it changed its focus and decided to become a “fully integrated cannabis

Rand Recovery

The rand is arguably one of the most volatile and difficult currencies to predict. It is very liquid and is the preferred emerging market currency of international currency speculators. It has become a ping-pong ball which reflects the spasmodic shifts between “risk-on” and “risk-off” sentiment on the world stage.
If international investors get scared, then the rand

Covid in Context

It is perhaps a good time to stand back from the hectic and extraordinary events that have accompanied the corona pandemic and try to put them into some sort of context from an investment perspective. It is steadily becoming more and more certain that the corona bear trend (if we can even call it that) has been short and sharp and completely unlike any previous bear trend in history. This is because it was not brought

The Confidential Report - June 2020

America

From an economic perspective, America seems to experiencing the first signs of return to normality. The following is a selection of the more visible signs:
  • Panic buying of toilet rolls, disinfectants and food is down by over 60%.
  • Clothing and accessories sales are up over 600%.
  • The Texas Manufacturing Outlook survey jumped 34% from April to May.
  • Road