Revisiting 4Sight
I am almost 72 years old which means that, in some respects, I have been left behind by the rapid advance of new technologies. When I look at a share like 4Sight I find it difficult to really understand statements like:
“By leveraging AI, 4Sight partners with customers to drive transformative digital change. This begins with comprehensive assessments
Kore
Mining exploration ventures are typically very high risk and difficult to evaluate. This is especially true if the venture is located in a country which has a history of being politically volatile and unpredictable. Kore Potash (KP2) is such a company. It is attempting to bring a massive potash deposit in the Republic of Congo (ROC) into production.
Potash
Capitec Revisited
Our first article on Capitec was published on Monday 19th February 2018. At the time the share was trading for R820.94 and we pointed out that it had established a support level at around R800. We suggested then that this was a share well worth accumulating on weakness as a long-term
Rand Strength
The currency of a country can be compared to the shares of a listed company. If a company is expected to do well and make profits, then its shares will strengthen relative to other shares. If a country is expected to do well and prosper, then its currency will strengthen relative to other currencies.
Investor confidence in
Stefanutti Stocks
The construction industry is a high-risk industry from an investment perspective. Its fortunes are dependent on winning profitable contracts, usually from government or quasi-government organisations like state-owned enterprises (SOE). Projects often take years to complete and involve significant capital outlays. This makes their cash-flow management
Bitcoin's Collapse
We have said previously that cryptocurrencies like Bitcoin cannot be assessed using fundamental analysis – because they have no fundamentals. They have no balance sheet or income statement, and they generate no income for investors. For this reason, they can only be assessed technically - by looking at the charts.
Speculative Opportunity
PDSnet is mainly concerned with teaching private investors about investment and medium to long-term opportunities on the JSE. The foundation of this approach is that South African tax law treats any gain on a share held for longer than 3 years as a capital gain. In other words, holding a share for more than 3 years means that the investor will not be treated as
Scary Government Debt
Just like a household or an individual, a country’s government goes into debt because it spends more than it receives in taxes and other revenue. The important difference, of course, is that governments (unlike households or individuals) can actually create money out of nothing to finance their deficit if they choose to. This is known as quantitative easing (Q/E).
Correction
On the 10th of July 2024, we tweeted (on “X”) that “...some sort of correction is looking more and more likely.” Four trading days later on the 16th of July 2024, The S&P500 index reached its highest point (5667.2) and began that correction. So far, the S&P has fallen 8,5%. Consider the chart:
WeBuyCars - Follow-up
WeBuyCars (WBC) was spun out of Transaction Capital (TCP) and separately listed on the JSE on 11th April 2024 – just over three months ago. Before the listing we published an article on the 8th of April 2024, in which we suggested that the share would be a solid blue-chip