Right now there's one sector I'm particularly excited about on the JSE.
I recently banked a 150%+ gain from a share in less than 4 months in this sector, and I believe it has only started running.
I'm talking about Gold…
And while the shiny metal itself has delivered investors very good returns over the years, right now gold miners are in an even better position to profit.
Let me... ››› more
The rand is at R15.37 to the dollar - the weakest we've seen since the Zuma era. We can blame this on NHI, EWC or a string of other three lettered government policies that aren't business friendly.
But at the end of the day the whole world is running scared right now.
Thanks to the US trade war, negative bond yields in many European countries and increasing world debt.
In fact, for t... ››› more
Gold's been a form of money, an investment and a store of value for almost as long as modern day man has walked the earth.
Some argue gold is a barbaric relic that no longer holds the monetary qualities of the past. They say paper currency, or electronic currencies such as Bitcoin, are the assets of choice.
But the fact remains that gold has been a very stable appreciating asset for centur... ››› more
Lonmin has been one of the great stories of value destruction for investors.
Since my first warning about the company in 2012, it has lost 96% of its value.
Simply put - it's been a big one to avoid.
Crypto Revolution: How the rise of bitcoin and cryptocurrencies could turn every R2,000 you stake into R980k
My warnings on Lonmin since 2012
... ››› more
The gold price in rand terms just hit its highest levels since April this year.
It has averaged around R16,400 per ounce for 2017, with a spike to R17,600 in April following Pravin Gordhan's axing.
More recently, the rand has weakened following yet another unsuccessful vote of no confidence in President Zuma.
At the same time, the dollar price of gold spiked with tensions between the U... ››› more
The state of our nation
A strong rally on Friday reversed losses on the JSE and helped the Top 40 close the week up 0,75%. Financials gained 2% while Industrials and Resources were marginally higher.
Markets continued to respond positively to the Trump administration's rhetoric, particularly regarding lower taxes. Data from China and Japan supported the market rally. The Nikkei rose 2,5% a... ››› more
It's been an interesting year for gold bulls. The downtrend which brought the yellow metal down to its dismal dollar lows of $1050/oz in 2015 has reversed and gold is once again making an assault on the $1300/oz level.
In the meantime, thanks to the uncharacteristically strong rand, which is now 13% firmer since January, the rand price of gold has pulled back to R17,442/oz from highs of above R... ››› more
Every year, between 1,500 and 2,000 miners apply for compensation from mining companies for lung diseases like silicosis and tuberculosis.
These diseases are direct a result of the mine workers coming into contact with dangerous chemicals in the mines.
In 2003, the gold mining industry promised that by 2013, there would be no new cases of silicosis among workers exposed for the first time ... ››› more
I can still remember the first car I ever owned. It was a 1.4 VW Golf Chico with 110,000km on the clock. I got it second hand when I went to university. My dad's deal was I had to maintain it. The little car did its job well and took me everywhere I needed to go, even through the Karoo during noontime in December without air-conditioning!
Through all the sweet memories I made, there are a few t... ››› more
The time may be nearing to buy gold stocks.
Gold stocks have had a very rough ride since the price of the yellow metal started its decent. This means there are a lot of gold producers trading at fantastic levels.
So how can you buy the best stocks on the market once the price of gold starts to climb?
Read on to find out…
The relationship between gold and stocks
Over the past fe... ››› more
African Rainbow Minerals is a diversified mining and minerals company. This South African company has a listing on the Johannesburg Stock Exchange…
Full name: African Rainbow Minerals Limited
Short name: ARM
Sector: Basic resources - mining
Five top facts about African Rainbow Minerals
African Rainbow Minerals employs over 24,000 people across its operations.... ››› more
Sable Metals and Minerals is an exploration company focusing on platinum group metals. The company has a listing on the Johannesburg Stock Exchange…
Full name: Sable Metals and Minerals Limited
Short name: Sablementl
Sector: Basic resources – mining
Five top facts about Sable Metals and Minerals
Sable Metals and Minerals employs around 100 people across its... ››› more
Over the last few years, investors stayed well clear of gold mining companies.
Gold producers peaked at the end of 2010. By 2012, they were heading swiftly lower. In November last year, it looks like the gold producers hit their low.
So what has changed now? And why should you consider adding some gold producers to your portfolio?
Read on to find out…
Why gold producers had such ... ››› more
The US dollar is surging and the South African rand is crashing.
While this is great news for the purchasing power of US consumers, it's crushed the value of almost all commodities such as oil and gold.
However one commodity is showing massive promise for 2015…
They’re just not making enough of these metals to meet demand…
If you go back to 2012 platinum stockpiles made up about 5... ››› more
If you've been watching the price of silver, it's not been doing well. The precious metal is struggling.
So what's going on with silver? Why is it struggling? Are there any chances of a recovery in its price? And should you invest in it?
Let's take a closer look…
The moves of the silver price are exaggerated moves of the gold price
When you look at the price of silver compared to ... ››› more
A recent survey of on international stock exchange, the ASX, found that as much as a third of the 2,100 companies listed there are at risk of financial catastrophe.
In fact, 58% of the bottom 500 companies on the ASX published warnings they could go bust within 12 months.
But surely this isn't the case in South Africa, is it?
Well if that’s what you thought, you’re sadly mistaken my fr... ››› more
If you have money to invest and a long-term investment window, where should you put your money?
The stock market has had a marvellous run. This may leave you a bit worried about sinking money in just in case a correction comes along.
So where looks cheap at the moment? There is one area that could turnaround and reward the contrarian investor.
Let's take a closer look at this opportunity... ››› more
“What's the best share to buy on the JSE today Francois?”
I get this question a lot… And to tell you the truth the answer changes all the time. Markets aren't static and share prices move - changing what's a good buy all the time.
But if there's a small cap miner that excites me RIGHT NOW, it's the one I'm about to share with you today!
A hot junior miner you need to own right now
... ››› more
When it comes to producing iron ore, no one does it better than BHP Billiton (JSE: BIL) and Rio Tinto (LSE: RIO). These are the world's biggest iron ore producers by far.
In fact, they've produced 56.6 and 57.5 million tons respectively. And that's in the last three months alone. These figures represent a 19% increase for BHP Billiton on a year ago and an 11% increase for Rio Tinto.
But wha... ››› more
There are a number of fundamentals suggesting the time is nearing to start buying miners.
This includes the large diversified miners like Anglo American, BHP Billiton and Glencore Xstrata.
So what's changed? Why are these companies now looking like good investments?
Read on to find out…
The mining sector has went from excess supply to famine
The mining sector as a whole is very cyc... ››› more
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