@Independent_Sec

Independent Securities is a local and global share portfolio manager. Joburg, Stellenbosch & Pta. Comments not advice. Authorised FSP & JSE member.

isec.co.za
Joined March 2010
  • Tweets4.8K
  • Following22
  • Followers3K
436Media
Portfolio managers, meet Nicole van den Munckhof, of @Independent_Sec. This #CFP and ‘admin queen’ believes in delivering exceptional client experience and in buying great assets at a reasonable price. #financialservices #Finance #WomeninFinance citywire.com/za/news/portfol…

Portfolio managers, meet Nicole van den Munckhof

The Independent Securities CFP and ‘admin queen’ believes in delivering an exceptional client experience.

citywire.com
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Despite stock jump Richemont still isn’t pricey and the new PPC WC plant with @alexduys ° What to expect in 2025 with Simon Fillmore @Independent_Sec ° Fees, there are no free lunches, but there are bad fees moneyweb.co.za/moneyweb-podc…

Despite stock jump Richemont still isn’t pricey

A look at Richemont’s latest update which drove the stock to all-time highs, the 2025 market outlook, and Simon’s take on investment fees.

moneyweb.co.za
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[ICYMI] MoneywebNow podcast with @SimonPB,@NickKunze2 takes a look at results from Aspen,@Independent_Secgives tips on how to load-shed proof one’s investment portfolio and the state of the metals and engineering sector. Download podcast: moneyweb.co.za/moneyweb-podc…
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[POLL] @SimonPB is chatting with Michele Santangelo from @Independent_Sec on load shed-proofing your portfolio. Have you changed your portfolio to protect against, or profit from, Eskom blackouts? #MoneywebNOW Livestream the #podcast : bit.ly/3fj3DO5
12%Yes, years ago
33%Partly
54%No, it's doing fine
48 votes • Final results
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This is for the ones who stood their ground... Odessa, Ukraine. #SlavaUkraini 🇺🇦
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EPP shareholders should vote against the Redefine deal. Redefine has the most to lose if EPP takes pain, so put the ball in their court and force them to make an alternative plan that doesn't involve swopping your EPP shares for RDF shares.
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[POLL] @SimonPB chats to #SimonFillmore of @Independent_Sec on the continued rise of #China. Is China an important part of your #investment portfolio as it becomes an economic superpower? Tune into #MoneywebNOW live every weekday, 6:30-6:50am: ow.ly/bHL850ElXGK
36%Yes, absolutely
33%No, risks abound
31%A little bit
61 votes • Final results
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I’m still busy tweaking the #FeesCommission report ... will be with you shortly. A – at Sandton, South Africa
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EXCLUSIVE: Jamie Dimon thinks $JPM stock is cheap, buys $26 million worth after big decline on.wsj.com/1Skn9tV

J.P. Morgan CEO Jamie Dimon Buys 500,000 of Bank’s Shares

J.P. Morgan Chase & Co. Chairman and Chief Executive James Dimon bought 500,000 of his bank’s shares Thursday, a person familiar with the matter said.

wsj.com
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South Africa deserves better than Jacob Zuma econ.st/1O66HGi
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Facebook CEO Mark Zuckerberg says at townhall meeting that the social network is working on a 'dislike' button. • $FB
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...but South Africa's fiscal slippage may trigger a rating downgrade since revenue and budget deficit projections are likely to be missed
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$AAPL predicted to report a year-over-year decline in EPS for the first time in over 9 years bit.ly/QNmUrU
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Trafigura's Collins - capex costs forcing up incentive prices for new copper production, talk at Cesco $7,000/tonne #commodities
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Trafigura's Collins- supplyside: tin and copper producers struggled to raise output; aluminium struggled to contain oversupply #commodities
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Gunvor's Tornqvist: the industry always underestimates its abilities to bring new #oil to the market. #commodities
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Alex Beard of Glencore: floor to #oil prices at ~$85, ceiling at ~$130. In the long term does not see prices below $100 #commodities
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Olam's Verghese - long-term a significant supply/demand imbalance - of 17 agri commods only one is lower over 5, 10 or 20 years #commodities
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BHP's Calderon - pattern of demand will change as countries grow richer, demand for copper, electricity and agri rising #commodities
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BHP's Calderon - average copper grades continue to fall - industry likely to face challenges bringing forward low-cost supply. #commodities
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