The Passive Income Guy @hazelwood_dave
Building passive income in South Africa. See pinned tweet for details on how to subscribe to my INSIGHTS newsletter. Cape Town Joined July 2018-
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I'm told Hanre Rossouw was working remotely from Cape Town/Stellenbosch. Can anyone confirm that?
The narrative about so-called PGM demand from hybrids is just an attempt to create exit liquidity for the big players. The palladium price tells the true story.
The fastest growing hybrid vehicle in China is the EREV. Unlike old hybrids, the ICE engine acts solely as a generator to recharge the battery (not powering wheels). Uses very little PGM. As I said, PGM bulls shouldn't get excited over hybrid sales. energytheory.com/what-are-erevs…
As a rule of thumb, the trend towards hybrids with a larger electric range typically require far less PGM than a traditional ICE car.
As a rule of thumb, the trend towards hybrids with a larger electric range typically require far less PGM than a traditional ICE car.
Note that the most popular hybrid cars, PHEV's with large battery capacity and EREVs (extended range EVs), use far less PGM than a traditional ICE car. So from a PGM standpoint, I wouldn't get excited about a rise in hybrid cars.
About the notion that EV sales are supposedly slowing down...
About the notion that EV sales are supposedly slowing down...
SA manufacturing PMI jumps to 54. Amazing what no loadshedding can do. Don't write off SA just yet!
I recently wrote about Brookfield Renewable Partners in my INSIGHTS newsletter.
Microsoft will buy more than 10.5 gigawatts of renewable energy capacity — roughly equivalent to the output of 10 nuclear power plants — in the US and Europe from Brookfield Renewable Partners. Artificial Intelligence needs energy! bloomberg.com/news/articles/…
GOZ lower than the covid low.
GOZ lower than the covid low. https://t.co/YLTJolfnMw
Eskom has improved since Andre De Ruyter left. But at least he talked a good game...
Eskom has improved since Andre De Ruyter left. But at least he talked a good game...
SA tourist stocks still greatly undervalued relative to growth prospects. One of few positive stories on local market. But pick those companies with biggest exposure to foreign tourists.
SA tourist stocks still greatly undervalued relative to growth prospects. One of few positive stories on local market. But pick those companies with biggest exposure to foreign tourists.
March 2024 was the best tourist month since end of covid. Now at 92% of 2019 levels. Good news for all tourism related companies. I expect numbers going forward to exceed 2019, so lots of tailwinds.
Note the CODI bank deposit insurance is per BANK. So a family of 5 can theoretically invest a LOT risk-free.
Note the CODI bank deposit insurance is per BANK. So a family of 5 can theoretically invest a LOT risk-free.
@hazelwood_dave I did exactly this last year, getting 11% interest for 12 months and will probably reinvest if rates hold up
Question for legal experts on CODI deposit insurance. Can a family of five (parents + 3 children), invest R500,000 and be fully covered by CODI? (making donations).
WeBuyCars. With heavy working capital investment required (at low margins) to increase market share, profits will be good in periods when WC⬆️ but then cash flow is poor. Vice versa (low profit growth = better cash flow).
Please retweet. TymeBank offers 11% interest rate on deposits. Amounts up to R100,000 is risk free because of new CODI deposit insurance by the government.
NB for people seeking the best rates on bank deposits. The government now guarantees deposits up to R100,000 per depositor. Amount under R100K you can invest in bank with best rates without risk (just confirm that it's covered by CODI). Eg TymeBank offers 11%.
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24K Followers 481 Following Energy policy & investment specialist & advisor. Professor Emeritus, Power Futures Lab, GSB, University of Cape Town@hazelwood_dave You can't blame the guy, he does not want the back to the trenches "Hanré arrived with a degree from one of South Africa’s top university only to find himself working as a shift worker, unloading coal from a train. At the end of each day, he had to scrub himself down with Handy…
@hazelwood_dave It’s cheap, and will eventually rise nicely again, but GOZ doesn’t have the enabling factors to do well in 2024. It’s a longer term story.
For anyone who wants to buy Growthpoint for a SA 2024 “bounce” - a reminder that their main problems are in their non-SA portfolio (Aus and CEE).
@hazelwood_dave I did exactly this last year, getting 11% interest for 12 months and will probably reinvest if rates hold up
@hazelwood_dave Benign election > USDZAR 17.50 > rate cuts > GDP boom > ZAR rallies further > CPI contained. Virtuous circle.
@hazelwood_dave Great for Sasol’s Louisiana plant and other US producers. Although the ME are also big producers
@hazelwood_dave @Sharkmaverick It's also expensive relative to car rental
@hazelwood_dave Interesting that a few months back someone suggested Glencore should buy out AGL instead of Teck. Would have doubled Glencore's copper output and given them tons of coking coal. But it would have meant buying more assets in Peru and Chile
Time for a tweet (post) storm… Ster-Kinekor, much like its American counterpart AMC, has faced significant challenges due to a business model that remained static for three decades. [1/8]
Ster-Kinekor slashing jobs, closing cinemas Ster-Kinekor's planned job cuts will affect nearly a third of its workforce. mybroadband.co.za/news/broadcast…
@hazelwood_dave I am truly surprised it took so long and even more surprised that they are not closing all the cinemas.
@hazelwood_dave which is why the financial markets naturally draw those who love freedom and meritocracy
@hazelwood_dave Wayne’s problem is not distinguishing between fixed rate & prime linked-prefs. Vast diff between those. On prime-linked prefs in theory little reason for prices to decline on lower rates (but market of course doesn’t pay much attention to valuation theory 🙄).
@hazelwood_dave Prefs (those linked to prime) seem to already be discounting lower rates … bids are weak & Fwd-yield @ spot prime at highest I can recollect, eg bank pref’s on fwd-yields > 11% (never seen this before) which now case for INPR, SBPP & ABSP.
@hazelwood_dave But both of these targets are correct, given the current information set
@hazelwood_dave When I was in varsity movies were R10 on Tuesdays at Sterland. I used to watch a movie a month, I always looked forward to it. I can’t believe that cinema is closing down 😏