Vector Equilibrium

One of the most sensitive stocks to the diesel price is public transport business $JSEFTH FrontierTransport who operate the Golden Arrow buses here in Cape Town Despite an increasing fleet of electric buses (110) the majority remain diesel and #FTH from memory buys c.25m litres of diesel a year Thus the >R10.00 a litre price increase imposed on consumers due to #TrumpWar #IranWar‌ + weaker rand should the price of fuel remain elevated, will have a margin implication This may accelerate the replacement of diesel to electric buses (@ 60 a year) but it will still take near 15 years to replace the entire fleet However, #FTH is fanatical on cost savings & thrift...you have never come across a company so focused on saving a cent so I's wager they will attempt to try and mitigate this fuel black swan event as best as they can .... but there will be a margin implication should higher prices prevail Yesterday, #FTH had an intra-day low of 501 cents but closed at 586 cents -6.24% year-to-date The stock, part of the $JSEHCI Hosken Consolidated Investments stable, is well run, has a solid balance sheet and has consistently paid fat dividends. Should fuel prices normalise I'd be watching the share price of #FTH for those that like dividend stocks in their portfolio #FTH is highly illiquid but one to monitor for dividend and yield hounds

*UNILEVER STARTS GLOBAL HIRING FREEZE FOR AT LEAST 3 MONTHS: RTRS

BREAKING: The U.S. begins removing troops from Europe and repositioning them to the Middle East.

@ndu_sthabiso @MoneyRehab_ @cjpraat Oh my goodness.

@MoneyRehab_ @cjpraat @Mercedarians You may be surprised that Public Investment Corporation (PIC) has a stake on this.

JP Verster of Protea Capital has launched his high risk long/short hedge fund to retail investors on the JSE. The fees are 1.25% service fee plus a 20% performance fee (excl VAT). The TER is 7.42% It delivered 15% last year and about 10.5% annualised since inception :

*S&P 500 FUTURES CLIMB MORE THAN 0.7%

BREAKING: The US Department of War announces it will be holding a press conference at 8 AM ET on Tuesday.

Women are starting to realize that being a trad wife is a win - Taking care of your man, kids, house, and actually being a mother is not a bad thing!

Useless

BREAKING: UAE supported by Bahrain and Kuwait are pushing the US hard for a ground operation in Iran-AP

BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.

$UNH UnitedHealth Group will be bought up by Buffett-Berskshire again soon, this is why. 2022 repeat?

BEL FY-25 results -> P/B ~ 0.62x at closing price today. Disappointing ops perf, but strong CF reported (though trade cred ⬆️ vs stocks & debtors ⬇️ -> fishy !). Trailing PE ~ 9.3x & neg-low growth -> P/B not enticing, given implied much higher PE required. Not 4me, no !

The IRGC hit a US command centre in the UAE. 💥💥💥 A mass casualty event.

Avoid this common mistake when buying wiskey:

After 33% Plunge, First Solar Stock Faces A Death Cross — And Here Comes Tesla. $FSLR $TSLA benzinga.com/trading-ideas/…

*FED'S POWELL SAYS THERE ARE RISKS TO BOTH SIDES OF MANDATE *POWELL: THE FOMC WILL REACH ITS 2% INFLATION GOAL

BREAKING: US crude oil price settles up 3.25%, trading at $102.8.

Sophie Turner is injured and Amazon pauses production on the "Tomb Raider" series. Details: tmz.me/Y0mFNRo

JUST IN - Thousands of paratroopers from the U.S. Army's 82nd Airborne Division arrive in the Middle East — Reuters

@talkcentss @StockWaveNews Strictly speaking, there is no other kind of anime, but Japanese...

@StockWaveNews Your timeline is at least working. I’m inundated with Japanese anime. 🤣🤣

The very definition of non-value added, charged at a premium.