AWD Directors Dealing AGAIN

42193 shares purchased at 234cps (cents per share)

Surely somethings up, at the very least it shows confidence in the company

Investments on the Johannesburg stock exchange

CMO Financial Results and GND Share option purchase

A Director just purchased some share options in GND's ordinary share's (100 000 shares at a price of 3.80)

In other news CMO just released their set of financial results with a net loss per share of 2.79 compared to the 3.62 of 2006

Investments on the Johannesburg stock exchange

A Red Day

No time to write but here’s what happened to my holdings.
GND turned up nicely after the news of the acquisition. ZED down allot, it should just be temporary as this was the low of the day. CMO still hovering between 105 and 107 SOH down after yesterdays upwards move.

					Daily Statistics
Share Name	Price	Yesterday	Diff	%	High	Low	Deals	Vol	Value
AFDAWN	237	240	-3	-1.25	240	230	23	229,768	542,252
CADIZ	525	523	2	0.38	525	515	70	597,404	3,112,475
CHROMETCO	105	107	-2	-1.87	107	104	25	185,334	192,747
GRINDROD	2322	2285	37	1.62	2330	2240	256	845,303	19,332,080
S.OCEAN	766	779	-13	-1.67	770	766	3	3,965	30,372
ZEDER	257	260	-3	-1.15	261	257	90	1,581,695	4,096,590

My Holdings:

				R SCHOLTZ
	Quantity	Cost		Current
		Price	Value	Price	Value	Perc (%)	Profit Loss	Return %
AFDAWN	1,400	230	3,225.92	237	3,318.00	10.77	92.08	2.85
CADIZ	600	547	3,282.06	525	3,150.00	10.22	-132.06	-4.02
CHROMETCO	2,200	112	2,462.01	105	2,310.00	7.50	-152.01	-6.17
GRINDROD	430	2337	10,049.31	2322	9,984.60	32.40	-64.71	-0.64
MERAFE	200	106	211.29	182	364.00	1.18	152.71	72.28
S.OCEAN	500	771	3,853.48	766	3,830.00	12.43	-23.48	-0.61
ZEDER	3,000	253	7,601.70	257	7,710.00	25.02	108.30	1.42
			30,685.77		30,666.60	99.52	-19.17	-0.06
			146.85		146.85	0.48
			30,832.62		30,813.45	100.0%		-0.06

Investments on the Johannesburg stock exchange

Grindrod buys Durban, CT terminals from Tate & Lyle

Good news 🙂

Grindrod buys Durban, CT terminals from Tate & Lyle

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By: Nelendhre Moodley

Published: 30 May 07 – 15:49

JSE-listed shipping company Grindrod has acquired two terminals from Tate & Lyle South Africa, in Durban and Cape Town, for an undisclosed amount, the company said on Wednesday.

The Durban facility is located in Maydon Wharf and caters mainly for storage and export of molasses, while the Cape Town terminal caters for the import of various chemicals and vegetable oils.

“Grindrod’s strategy for expanding its landf reight business includes the development and establishment of port side tank terminals. Grindrod, to date, has expanded rapidly in dry terminals but has yet to make an entry into tank terminals,” said Grindrod director Laurence Stuart-Hill.

The terminal operations of Tate & Lyle South Africa will be branded Grindrod Tank Terminals.

Tate & Lyle’s spokesperson Chris Roberts said that, owing to the decline in molasses volumes for export from Durban, Tate & Lyle was keen to find a new owner to invest in, and grow the terminal operations.

The acquisition would be 100% owned by Grindrod, but structured in a way that would introduce an empowerment partner.

“A new entrant into the market will provide efficiencies, competition and greater volume to service the growing South African economy,” added Stuart-Hill.

He said that there was a growing demand for petroleum storage and transit facilities in the ports, particularly as demand in South Africa for petroleum products had increased. The demand would likely be serviced by more imported product.

“An opportunity also exists to provide port side tank facilities for import licensees which are in the process of being appointed for the importation of such fuels.”

Grindrod was also keen to establish a bulk liquid terminal at Maputo port that would service the growing demand for chemical and vegetable oils in the Mozambican market, the company said in a statement. In time the facility would also service the Gauteng market.

Grindrod has a shareholding in the Maputo Port Concession Company, which is responsible for the development and operation of the Maputo port.

Edited by: Liezel Hill

Investments on the Johannesburg stock exchange

African Dawn Capital Limited – Directors dealing in securities

Update, The same director bought more Shares today at a even lower price. I wonder whats up….

Nature of transaction: Purchase
Price: 235cps
Number of shares: 100 000
Total amount: R 235 000-00

Investments on the Johannesburg stock exchange

Daily Equity Report

Not great news, it seems like I bought GND at the peck and its now retracting, CMO not doing that much better either.

In Sum I took a Huge knock today

				R SCHOLTZ
	Quantity	Cost		Current
		Price	Value	Price	Value	Perc (%)	Profit Loss	Return %
AFDAWN	1,400	230	3,225.92	240	3,360.00	10.88	134.08	4.16
CADIZ	600	547	3,282.06	523	3,138.00	10.16	-144.06	-4.39
CHROMETCO	2,200	112	2,462.01	107	2,354.00	7.62	-108.01	-4.39
GRINDROD	430	2337	10,049.31	2285	9,825.50	31.82	-223.81	-2.23
MERAFE	200	106	211.29	181	362.00	1.17	150.71	71.33
S.OCEAN	500	771	3,853.48	779	3,895.00	12.61	41.52	1.08
ZEDER	3,000	253	7,601.70	260	7,800.00	25.26	198.30	2.61
			30,685.77		30,734.50	99.52	48.73	0.16
			146.85		146.85	0.48
			30,832.62		30,881.35	100.0%		0.16

					Daily Statistics
Share Name	Price	Yesterday	Diff	%	High	Low	Deals	Vol	Value
AFDAWN	240	238	2	0.84	240	230	22	219,916	519,002
CADIZ	523	520	3	0.58	523	523	5	6,000	31,320
CHROMETCO	107	109	-2	-1.83	109	106	37	208,147	222,717
GRINDROD	2285	2352	-67	-2.85	2360	2280	286	1,956,155	45,089,373
S.OCEAN	779	770	9	1.17	780	770	43	160,400	1,241,496
ZEDER	260	260	0	0.00	262	259	222	3,934,696	10,190,863

On the upside, all the the other stocks are up and ZED unchanged. I guess this is the price you pay when you invest a third of your portfolio in one stock. Eitherway, I still think ofer the medium turn all these investments will pay of.

CMO should be one to watch over the next few days, their results ad due on the 31st and it might be very good news.

Investments on the Johannesburg stock exchange

ADW (African Dawn Capital Limited) Directors Dealing In Securities:

Some directors dealing came through on SENSE just a few seconds ago.

Sales of 1 112 500 at 239 per share (R 2,658875) by a director to buy the same amount of single stock futures with an expiry date of 30 Sept 2007. to hedge against this position 166 000 shares were bought at R2.38 (R 395 080)


Single stock futures or SSF's are highly leveraged instruments. Directors are in the now when it comes to a companies future earnings and I highly doubt that a director will buy a SSF unless he thinks the price will increase so that he can make more money.

	Share Name	Price	Yesterday	Diff	%	High	Low	Deals	Vol	Value
ADW	AFDAWN	235	238	-3	-1.26	240	230	6	70,100	164,034

Thus the director might have made use of the temporary weakness to buy these at a favorable price. I might be interpreting this completely wrong and I must admit my knowledge of SSF’s is limited.

I will try to update what happened in the markets lately later today

Investments on the Johannesburg stock exchange

Ok so the market is down down down mainly due to m…

Ok so the market is down down down mainly due to metal prices being lower. hence selling ARQ was a good move (at least in the short run) when (if) it turns up again I might jump back on if I have enough capital.

GND also a alot down today. (Me thinks it is because of some profit taking after the last weeks run and the weaker markets)

at a few min to market close here is what happened, GVM down allot, a SENS message came out but unfortunately I could not check it. SIM seems to be down, my guess is due to the lower metal prices. Another stock that cough my attention in Faritec, will watch for now.

						Daily Statistics
	Share Name	Price	Yesterday	Diff	%	High	Low	Deals	Vol	Value
ARQ	ANOORAQ	1750	1855	-105	-5.66	1810	1725	68	178,404	3,132,774
FRT	FARITEC	160	158	2	1.27	170	158	61	1,123,228	1,797,165
GVM	GVM	740	760	-20	-2.63	760	740	7	15,600	117,624
SIM	SIMMERS	706	715	-9	-1.26	713	701	222	2,111,944	14,931,444

As for my portfolio, not all that a great day but I am riding out the red tide hoping that things will recover soon enough.

				R SCHOLTZ
	Quantity	Cost		Current
		Price	Value	Price	Value	Perc (%)	Profit Loss	Return %
AFDAWN	1,400	230	3,225.92	240	3,360.00	10.78	134.08	4.16
CADIZ	600	547	3,282.06	520	3,120.00	10.01	-162.06	-4.94
CHROMETCO	2,200	112	2,462.01	104	2,288.00	7.34	-174.01	-7.07
GRINDROD	430	2337	10,049.31	2380	10,234.00	32.84	184.69	1.84
MERAFE	200	106	211.29	182	364.00	1.17	152.71	72.28
S.OCEAN	500	771	3,853.48	770	3,850.00	12.35	-3.48	-0.09
ZEDER	3,000	253	7,601.70	260	7,800.00	25.03	198.30	2.61
			30,685.77		31,016.00	99.53	330.23	1.08
			146.85		146.85	0.47
			30,832.62		31,162.85	100.0%		1.07

My returns: (31162.85 – 26840)/26840*100 = 16.10%

Investments on the Johannesburg stock exchange

Sold ARQ Bought more GND

End of Day

					Daily Statistics
Share Name	Price	Yesterday	Diff	%	High	Low	Deals	Vol	Value
AFDAWN	244	243	1	0.41	244	240	16	206,112	498,791
ANOORAQ	1855	1910	-55	-2.88	1901	1850	69	266,991	4,976,712
CADIZ	525	520	5	0.96	525	520	6	32,424	168,605
CHROMETCO	105	107	-2	-1.87	110	104	77	563,580	591,759
GRINDROD	2449	2405	44	1.83	2449	2380	137	531,181	12,865,204
S.OCEAN	770	755	15	1.99	770	760	19	93,204	712,079
ZEDER	260	265	-5	-1.89	265	258	119	1,282,321	3,334,035

CMO (Chromentco) down again, should i ride it out or bail? I am very happy with GND (Grindrod) up. SOH also looking good. I am glad I got rid of ARQ, the share was making me nervous.

Here is my portfolio:

				R SCHOLTZ
	Quantity	Cost		Current
		Price	Value	Price	Value	Perc (%)	Profit Loss	Return %
AFDAWN	1,400	230	3,225.92	244	3,416.00	10.77	190.08	5.89
ANOORAQ	250	1924	4,810.87	1855	4,637.50	14.62	-173.37	-3.60
CADIZ	600	547	3,282.06	525	3,150.00	9.93	-132.06	-4.02
CHROMETCO	2,200	112	2,462.01	105	2,310.00	7.28	-152.01	-6.17
GRINDROD	230	2214	5,093.08	2449	5,632.70	17.75	539.62	10.60
MERAFE	200	106	211.29	184	368.00	1.16	156.71	74.17
S.OCEAN	500	771	3,853.48	770	3,850.00	12.13	-3.48	-0.09
ZEDER	3,000	253	7,601.70	260	7,800.00	24.59	198.30	2.61
			30,540.41		31,164.20	98.23	623.79	2.04
			562.26		562.26	1.77
			31,102.67		31,726.46	100.0%		2.01

The additional shares I bought and those I sold will only show up tomorrow. will do a return calculation then.

Investments on the Johannesburg stock exchange

2:21 -GMV

directors dealing in GMV purchase of shares, this is good news 😉
Sim is also up allot today:

						Daily Statistics
	Share Name	Price	Yesterday	Diff	%	High	Low	Deals	Vol	Value
GVM	GVM	760	760	0	0.00	760	760	36	83,000	630,800
SIM	SIMMERS	722	718	4	0.56	729	716	260	2,642,433	19,104,791

Other News, I sold ARQ for about a R400 loss (including trading costs) and decided to buy some more GND

From now on I will mostly trade in blocks of R10000, this way a share has to gain only about 4% before I recover trading costs. simmers up 22c since it first cough my eye. I suspect the upward trend to continue for a while still.

Investments on the Johannesburg stock exchange