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Rights Issue

  • So what do you do with Brait N-Shares?
  • I recently got a mail from Keith asking about Brait's latest rights offer: “Hi Francois. Hope all is well with you. I have BAT shares, only 545. Now they have some kind of rights offer and I got 1 BATN, lol. I need to make an election, but I don't understand. Currently the BATN is trading around 1000 c. Take up value is 100,000c. Does it mean I can take up the nil share, it gets added to the 5... ››› more
  • [09 December 2021]
  • What's going on with the JSE's property stocks?
  • Property stocks on the JSE have had an atrocious year. Right now, they're still around 46% lower than they were one year ago. We all know that many landlords, especially in the retail space, had empty shops and tenants that couldn't pay during the hard lockdown… But the property index has started a turnaround. Since 1 November 2020 the SA Listed Property Index (SAPY) is up 15.81%. ... ››› more
  • [03 December 2020]
  • JSE set for stimulus induced rally this week
  • Emerging markets and the JSE should continue to grind higher on the back of renewed optimism over stimulus packages from the US. President Trump has less than 3 months to “ensure” a win. He is pumping further stimulus into the US economy. On Saturday he signed a few executive orders, one of them to defer payroll tax deductions, hinting that they will be scrapped anyway. The recorded am... ››› more
  • [12 August 2020]
  • Don't ignore MTN
  • MTN will deliver half year financial results to the market on Thursday 6 August. This is another company that has been overlooked by the market, MTN has already announced that the Headline earnings will increase by about 120%. The company's earnings are coming off a low base, but these results should show that it has successfully operating during the lockdown. It should benefit from the work-f... ››› more
  • [05 August 2020]
  • In Gold We Trust…
  • If you look closely at any US Dollar note, you'll see In God We Trust, this has been America's motto since 1956. It replaced its unification slogan of E Pluribus, Unum from 1776. But in America, there's a second motto and that's In Gold We Trust. Gold (and precious metal) coins have been selling at a significant premium since the March lows. Gold has been on a tear since the coronavirus low ... ››› more
  • [28 July 2020]
  • How to Profit from the Foshini Group Rights Issue
  • Last week our TFG short was closed out for a 133% geared gain, it has since rallied to above R69.00 on optimism around the JET acquisition news. However, Foshini also announce they are raising about R4bn in a deeply discounted rights issue. Today (21 July) is the last day to trade in the shares to be awarded the rights at a take-up price of R41.90 per share. What is a rights issue, you m... ››› more
  • [21 July 2020]
  • Gary Booysen: When should you sell stocks?
  • 2020 has been one hell of a year. Coronavirus has ravaged most markets and yet certain stock markets have hit record highs. Unbelievable! Whatever the reason for the run up, the obvious divergence of share prices from the underlying reality seems to be all too apparent to professional investors. So, is it time for you to hit the big red button? Is now the time to sell everything? ... ››› more
  • [09 July 2020]
  • Rights Issue on the Horizon? It's time to Short TFG!
  • If you have ventured to your local shopping mall you will see one of the most important elements missing… Shoppers. Shopping malls resemble ghost towns more than anything else. And that isn't going to change anytime soon as consumers are still under financial pressure, don't want to be in busy places and are trying to move to more online shopping. The shift to online shopping is something mo... ››› more
  • [26 June 2020]
  • The tide is turning on this small-cap education stock
  • The most lucrative opportunities are found in times of maximum pessimism. Investors just need to filter through the noise for the right shares to invest in, that have potential tail winds in the months and years ahead. Small caps have lost favour with investors. Many are trading at all-time lows while growing profits steadily in these tough economic times. One such share is a little-known ... ››› more
  • [10 September 2019]
  • Complete downgrade averted as Moody's gives SA one last shot - with one to buy
  • Last week South Africa side stepped the exclusion from the World Government Bond Index, as Moody's didn't downgrade its local currency. Instead, Moody's placed South Africa on Credit Watch. This is a period of up to 90 days where it critically evaluates any material changes and can downgrade SA at any-time. S&P downgraded SA, which sparked panicked selling of the rand after the JSE closed, but... ››› more
  • [28 November 2017]
  • Why this platinum miner is bound to fail
  • 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
  • [09 November 2017]
  • The JSE is overvalued, should I sell?
  • The JSE All-Share Index is just 10% off from its all-time high. It's sitting around the highest PE level of all time for the index, at 23.24. At the same time, US markets are at all-time highs, and interest rates are threatening to go up. With this in mind, I was recently asked by an investor, whether the JSE is overvalued and set for a massive correction. So, should you hold on or sel... ››› more
  • [22 September 2017]
  • While the Cape roasts, Trump has upset Paris! - Three to buy, one to sell
  • Last week local news was dominated by developments around the #Guptaleaks. New revelations seem to jeopardise President Zuma and that served to strengthen the Rand. To top it off, S&P held our foreign currency rating a notch below investment grade, which drove the Rand below USD/ZAR 12,80. At about the same time, President Trump pulled out of the Paris accord, still denying any link with clima... ››› more
  • [21 September 2017]
  • MAY DAY MAY DAY - Tories loose majority and tech stocks stumble - Three to buy with updates
  • Global Markets are busy digesting the UK election results, which indicated the Tories have lost their small majority. The UK now sits with a Hung Parliament, which will see the UK enter the Brexit negotiations set to start next week on the back foot. It will be interesting to see if the EU takes a harder line with them than previously expected. The weaker pound should buoy the FTSE. The ECB left i... ››› more
  • [21 September 2017]
  • A Tale of Two Halves - Three to buy with updates
  • The JSE's Top40 index closed the first half of the year slightly positive at 0.8%. The Industrials were the leaders of the pack as the only major sector to rack up a positive return of 6.4% while resources were underwater by 9.6%. The entire market has been propped up by a handful of top performing shares like Naspers, Richmont, BATS, BidCorp, Mondi and Capitec. The interesting thing to note i... ››› more
  • [21 September 2017]
  • What to watch out for with a rights offer
  • Have you ever seen something like this before? “Company X has decided to issue 119,047,599 new linked units to qualifying linked unit holders. The units will be issued at 800c per linked unit in the ratio of 50.62569 rights for every 100 linked units held on the record date.” This is an example of a rights offer. Sometimes a company needs more cash to expand or simply to keep going... ››› more
  • [21 September 2017]
  • Momentum in the markets - 3 to buy and 2 to sell
  • Dear MoneyMorning reader, US Stock up 3%, Emerging Markets down 4,5% US Stocks recovered from sharply lower levels after a reconciliatory speech from President elect Donald Trump which eased market fears; Energy and Industrials were the leaders based on his plans for infrastructural development. Emerging Markets have been left out in the cold as investors evaluate the impact of a Trump p... ››› more
  • [17 November 2016]
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