Limitless

Matthew Preston & Thaon Simms
  • 5.0 (6)
  • INVESTING
  • UPDATED MONTHLY

Just 2 best friends talking about their interests which just happen to be finance

  1. 4D AGO

    Are These The Stocks To Watch This Christmas?

    Think your Christmas shopping is just expenses? Dr. Matthew Preston and Dr. Thaon Simms flip that script in this festive episode, revealing which Jamaica Stock Exchange companies are cashing in big during the holiday season. From Fontana's $550 reindeer antlers flying off shelves to Mailpack handling the gift shipping rush, discover the stocks that could turn your holiday spending into investment opportunities. They break down Spur Tree's peak season, Main Event's party surge, and why some companies make half their yearly profit in this single quarter. Plus, live viewer questions about Caribbean Cement, Dollar Financial, and post Hurricane Melissa plays. Chapters 00:00 Christmas Episode Introduction and Festive Limerick 01:10 Why the Christmas Quarter Matters for JSE Stocks 02:50 Fontana: The $550 Antlers and Retail Pharmacy Play 08:02 Fontana's Monarch Acquisition: 50% Branch Expansion 15:13 Fontana Product Catalog Strategy and Consumer Psychology 22:30 Mailpack: Christmas Shipping and the My Cart Acquisition 27:29 Mailpack's Temu Partnership and Last Mile Delivery 32:18 Amazon Free Shipping: Threat or Opportunity for Mailpack? 39:36 Viewer Questions: Dollar Financial and Indies Pharma 42:18 Hurricane Melissa Impact on Dollar Financial Loans 46:49 Supreme Ventures Limited: Does Stress Increase Gambling? 48:06 Jamaica Stock Exchange Group: 13% Price Drop Analysis 51:52 Dequity IPO Closes: Allocation Predictions 55:16 Spur Tree Spices: Peak Q4 Demand for Seasonings 01:00:30 Scotch Bonnet Supply and Hurricane Agricultural Impact 01:02:12 Caribbean Cement: 25% Price Surge Post Hurricane 01:04:09 Main Event at $5.89: Party Stocks After the Storm 01:12:14 Select MD Conversion Timeline and Big Unit Trades 01:16:23 Closing Thoughts on Christmas Investment Opportunities 🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com 🐥 Follow us on Twitter: https://twitter.com/Limitless_pod 📷 Instagram: https://www.instagram.com/limitless_pod/ 💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount 💝 Support the podcast: https://www.buzzsprout.com/1971039/support 📧 Email us: limitlesspodcastja@gmail.com 👍 If you enjoyed this episode, please like, subscribe, and share with someone planning their Christmas investments! ❓ Which JSE stock do you think will perform best this Christmas quarter? Drop your picks in the comments below! ⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions. Send us a text Support the show

    1h 29m

  2. DEC 12

    WIPT: Should You Buy This $0.50 Stock or Wait for the Crash?

    Is the West Indies Petroleum Terminal listing about to crash and burn or make early investors rich? Two medical doctors tackle the most talked about Jamaica Stock Exchange listing of the year with zero hype and all facts. Dr. Matthew Preston and Dr. Thaon Simms break down this oil storage business valued at J$5.6 billion that just joined the JSE through listing by introduction, not a traditional IPO. You'll discover why they chose this unusual route, uncover a mysterious World Energy Solutions shareholder situation, learn whether this simple storage business is actually worth buying at 50 cents per share, and find out if WIPT could become a dividend powerhouse or just another stock that disappoints investors. From the Jamaica Broilers acquisition to BP Latin America supply agreements and potential regional expansion into 34 countries, this is everything you need to know before the market decides WIPT's fate. Whether you have $50,000 or $5 million to invest, understanding this listing could be the edge you need. 📄 Read the official WIPT Information Memorandum: https://www.jamstockex.com/west-indies-petroleum-terminal-limited-ipo-prospectus/ 🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com 💰 Support the podcast: https://www.buzzsprout.com/1971039/support 🐥 Twitter: https://twitter.com/Limitless_pod 📷 Instagram: https://www.instagram.com/limitless_pod/ 💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount Contact us: limitlesspodcastja@gmail.com Chapters 00:02 Is WIPT About to Crash and Burn? 00:49 Listing By Introduction vs Traditional IPO Explained 05:22 How WIPT Actually Makes Money: Storage Fees Breakdown 06:14 The Jamaica Broilers Acquisition: From Chicken to Oil 09:03 740,000 Barrels Storage Capacity: Is This Real? 11:04 Major Customers: Total Energies, Musket Corp & More 14:10 Why WIPT Avoided a Traditional IPO 18:33 Terminal Storage Mystery: North vs South Discrepancy 20:27 Top 10 Shareholders: Who Really Owns This Company? 22:09 Red Flag: World Energy Solutions $1M Write-Off 28:17 Will This IOU Debt Convert to Shares? 32:19 Employee Share Gifting: 102 Shareholders Created 34:44 Panama & Bahamas Expansion Plans 38:44 Missing 2025 Financials: What's Being Hidden? 40:57 Why Institutional Investors Love This Business Model 43:20 What If Jamaica Discovers Oil? Game Changer 47:48 PetroJam Refinery Economics: Billion Dollar Question 50:58 34 Country Regional Expansion: Real or Hype? 52:24 Is WIPT a Dividend Play or Growth Stock? 53:18 West Indies Energy APO Coming Soon? 👍 If you enjoyed this episode, please like, subscribe, and share with someone who needs the truth about JSE investing! ❓ Will WIPT trade above or below 50 cents after listing? Are you buying, avoiding, or waiting to see what happens? Drop your strategy in the comments! ⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions. Send us a text Support the show

    58 min

  3. DEC 5

    Michael Lee-Chin's $100 Million Ultimatum: NCB's Final Countdown

    Jamaica's largest bank is facing its biggest test. Michael Lee-Chin has until December 31st to come up with $100 million US or risk losing control of NCB Financial Group. Dr. Matthew Preston and Dr. Thaon Simms break down the bondholder meetings, the pledged shares worth $246 million, and what this crisis means for thousands of NCB shareholders watching their investments drop from $45 to $37. We explore the debt pressure from Portland Barbados Limited and AIC Barbados, the $300 million US owed to bondholders, and whether Lee-Chin can pull off the magic trick of finding the money. From pension funds at risk to the possibility of fire sales that could tank the stock even further, this is the most critical moment in NCB's recent history. Whether you own NCB shares or you're watching from the sidelines, understanding this crisis could reshape your view of Jamaica's financial sector forever. Chapters: 00:00 - Introduction: The $100 Million Ultimatum 00:38 - Background: NCB's Fall From $200 to $37 02:18 - Understanding the Debt Structure 05:52 - Michael Lee-Chin's Affiliated Companies Explained 10:09 - The Missed Payments and Mounting Pressure 13:15 - Portland's $23 Million Default Trigger 16:21 - Selling NCB Towers: Finding Money Anywhere 19:03 - The Human Cost: Bondholders Needing Medical Funds 22:00 - December 31st Deadline Details and 45-Day Grace Period 25:27 - Can Lee-Chin Really Find $100 Million? 29:24 - The 75% Supermajority Vote Requirement 32:12 - What Happens If NCB Shares Get Seized? 34:36 - The Fire Sale Scenario: Who Would Buy NCB? 38:30 - Valuation Analysis: What Is NCB Really Worth? 42:25 - Potential Outcomes: Shares Instead of Cash? 44:01 - The Ripple Effect on Current Shareholders 47:09 - Trading Strategy: Waiting for $30 or Staying Away? 52:39 - Comparing to the COVID Crisis and Tourism Loans 56:04 - Hurricane Melissa's Impact on NCB and Guardian 1:02:54 - Final Thoughts: Preston's $10 vs Thaon's $20 Price Target 1:06:04 - Closing: What This Means for Your Portfolio 🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com 🐥 Follow us on Twitter: https://twitter.com/Limitless_pod 📷 Instagram: https://www.instagram.com/limitless_pod/ 💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount 💝 Support the podcast: https://www.buzzsprout.com/1971039/support 📧 Email us: limitlesspodcastja@gmail.com 👍 If you enjoyed this episode, please like, subscribe, and share with someone who needs to understand what's happening with NCB! ❓ At what price would YOU buy NCB stock? Drop your target price in the comments below and let us know if you're buying, selling, or staying on the sidelines! ⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions. Send us a text Support the show

    1h 7m

  4. NOV 29

    Jamaica's $24 Billion Hurricane Payout: How The Catastrophe Bond Actually Works

    Nine millibars. That's how close Jamaica came to getting a $150 million payout from Hurricane Beryl. Instead, we waited. Then Hurricane Melissa slammed into Jamaica with 892 millibar pressure, the joint strongest hurricane on record in 90 years, and triggered the catastrophe bond. Dr. Matthew Preston and Dr. Thaon Simms sit down with economist Keenan Falconer to break down Jamaica's disaster financing framework, how the $24 billion payout actually works, and why this insurance just saved the country from fiscal catastrophe. From multi-layered risk financing to which sectors will bounce back fastest, this is the economic reality check every Jamaican investor needs to hear. Chapters: 00:00 Introduction: Nine Millibars from Disaster 00:35 Meet Keenan Falconer: From School Challenge Quiz to Economic Policy 03:07 The Discipline Behind Success: Work Ethic and Productivity 09:23 Pomodoro Techniques and Task Completion Philosophy 12:09 School Challenge Quiz Glory: The 2013 Championship Story 16:03 Current Role in Jamaica's Private Sector 17:23 Hurricane Melissa: The Catastrophe Bond Explained 22:27 What Makes the Cat Bond Different from Regular Insurance 25:11 How Parametric Insurance Actually Works 28:20 The Multi-Layered Disaster Financing Framework 32:37 Relief, Recovery, and Reconstruction: Three Phases Explained 37:09 Why Inflation Will Rise and Interest Rates May Follow 42:58 Renewing the Cat Bond: What Happens Next 48:10 Better to Have Insurance and Not Need It 50:15 What If Beryl Had Triggered the Bond? 52:20 The Fiscal Impact Without Insurance Coverage 57:20 Which Sectors Will Recover Fastest 1:02:32 Message to International Investors: Why Jamaica Still Makes Sense 1:05:08 Building Back Better: Resilient Infrastructure for 2050 1:10:30 Investment Approach: Loss Minimizing Over Profit Maximizing 1:13:15 Positive Outlook: Jamaica's Resilience Through Crisis 🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com 🐥 Follow us on Twitter: https://twitter.com/Limitless_pod 📷 Instagram: https://www.instagram.com/limitless_pod/ 💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount 💝 Support the podcast: https://www.buzzsprout.com/1971039/support 📧 Email us: limitlesspodcastja@gmail.com 👍 If you enjoyed this episode, please like, subscribe, and share with someone who needs to understand Jamaica's economic recovery! ❓ Which sector do you think will recover fastest from Hurricane Melissa? Drop your predictions in the comments below! ⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions Send us a text Support the show

    1h 18m

  5. NOV 21

    Jamaica Broilers Terrifying Drop To $15: Where Has The Money Gone?

    Jamaica Broilers stock crashed from $40 to ~$18 after a $46B fraud bombshell in US operations—hosts Dr. Matthew Preston & Dr. Thaon Simms cut through the noise, reveal restated financials (6B profit → 10B loss), asset inflation, liability concealment, and why bankruptcy odds are low. They break down recovery catalysts: profitable Jamaican ops (+400% Q1 profit), $40B asset revaluation incoming, tax credits up to $30B, debt restructuring, and possible US meat exit. Is this Jamaica’s biggest contrarian buy since the scandal? Related: Previous Jamaica Broilers Fraud Episode: https://youtu.be/KybsVkdfxoEOur Full Jamaica Broilers Stock Review: https://youtu.be/iDhUJRntJRESources (check yourself!): Mayberry Investor Briefing: https://www.youtube.com/watch?v=ckJr0JMbXSA&t=1835sAudited Financials (Year Ended May 3, 2025) on JSE: https://www.jamstockex.com/jamaica-broilers-group-limited-jbg-audited-financial-statements-for-the-year-ended-may-3-2025/Q1 2025/2026 Interim Report (PDF): https://www.jamaicabroilersgroup.com/wp-content/uploads/2025/11/JBG-2025_2026-Q1-Interim-Report.pdf🎧 More: https://limitlesspodcast.buzzsprout.com 🐥 X: https://twitter.com/Limitless_pod 📷 IG: https://www.instagram.com/limitless_pod/ 💲 Insights: https://bit.ly/Limitless-MMJA-Discount 💝 Support: https://www.buzzsprout.com/1971039/support 📧 Email: limitlesspodcastja@gmail.com Chapters 00:00 Intro & Stock Crash ($40 → $18) 02:13 What is Jamaica Broilers Group? 06:46 Vertical Integration Explained 09:48 Timeline: Resignation to Fraud Discovery 14:47 First Red Flags & Audit Delays 18:55 Restated Financials: Profit to $10B Loss 22:19 Fraud Details: Asset Inflation & Liability Concealment 33:51 Auditors' Concerns & Incomplete Probe 42:27 Q1 Profit Surge (+400%) & Recovery Signs 57:24 Bankruptcy Risk Low + Debt Restructuring 1:04:17 US Meat Exit? + Fertile Eggs Boom 1:12:37 Tax Credits ($30B Potential) & Asset Reval ($40B) 1:21:32 Contrarian Buy Case at $18? 1:28:58 Final Thoughts: Phoenix or Dead Chicken? 👍 Like if considering Jamaica Broilers! ❓ To $25+ in 2026? YES/NO! ⚠️ Disclaimer: Opinions only, not advice. Hosts may own shares. Send us a text Support the show

    1h 39m

  6. NOV 14

    Rebuilding Jamaica: The Top Construction Stocks to Watch

    Hurricane Melissa devastated Jamaica, causing over $8 billion USD in damage—but it also created a massive economic opportunity in the construction sector. Matthew Preston and Thaon Simms break down which JSE-listed companies are uniquely positioned to benefit from Jamaica's multi-year rebuilding wave. From cement manufacturers operating at expanded capacity to hardware wholesalers with strategic port locations, discover how the reconstruction economy is reshaping investment opportunities and which stocks are already moving in anticipation of surging demand. 🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com 🐥 Follow us on Twitter: https://twitter.com/Limitless_pod 📷 Instagram: https://www.instagram.com/limitless_pod/ 💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount 💝 Support the podcast: https://www.buzzsprout.com/1971039/support 📧 Email us: limitlesspodcastja@gmail.com Chapters 00:00 - Introduction: Post-Hurricane Recovery 00:48 - The Construction Sector's Critical Role 03:20 - Atlantic Hardware: Wholesaler Positioned to Win 12:41 - Short, Medium & Long-Term Demand Drivers 22:38 - Berger Paints: Weather-Resistant Products & Factory Upgrades 30:56 - Lumber Depot: Strategic Property Acquisition 41:49 - Caribbean Cement: Jamaica's Sole Manufacturer 53:34 - Cargo Handlers & Western Supply Chain 57:00 - Caribbean Cement's Capacity Expansion Timing 1:03:02 - Kingston Wharves: Import Gateway for Relief 1:05:21 - Omni Industries: The Hidden Opportunity 1:09:09 - Foster Rich: Electrical & Solar Distribution 1:12:12 - JFP: Fiberglass, Roofing & Water Tanks 👍 If you enjoyed this episode, please like, subscribe, and share with someone who's analyzing construction stocks! ❓ Which construction stock do you think will benefit most from Jamaica's rebuilding? Drop your pick in the comments! ⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions. Send us a text Support the show

    1h 20m

  7. NOV 8

    These Companies Will Rebuild Jamaica (And Your Portfolio)

    Remember being a kid and thinking a power outage was an adventure? Candles, family stories, a break from the routine. That feeling shatters when the outage lasts for weeks and your roof is gone. Hurricane Melissa wasn't just another storm—it was a Category 5 monster, the strongest Jamaica has ever seen. In this raw and urgent episode, Dr. Thaon Simms and Dr. Matthew Preston are back after surviving the storm to break down what comes next. They move beyond theory to the hard reality: which companies on the Jamaica Stock Exchange are poised to help rebuild, and which are facing a long, painful recovery. You'll hear why hardware stocks like Atlantic Hardware and Lumber Depot are surging, while tourism and agriculture face collapse. We dive into the nightmare scenarios for insurance companies, the critical payouts from the World Bank catastrophe bond, and the sobering exposure of loan companies like Dolla Financial. From the urgent need for cement (Carib Cement) to the damaged wind farms (Wigton Energy), no sector is left unexamined. Whether you're investing $50,000 or $5 million, understanding how a disaster of this magnitude reshapes the economy is no longer just an edge—it's essential for survival. If your portfolio is taking a hit from the fallout, you might as well learn how to position yourself for the rebuild. 🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com 💰 Support the podcast: https://www.buzzsprout.com/1971039/support 🐥 Twitter: https://twitter.com/Limitless_pod 📷 Instagram: https://www.instagram.com/limitless_pod/ 💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount Limitlesspodcastja@gmail.com 👍 If you found this discussion insightful, please like, subscribe, and share to help others get the information they need. ❓ Which of your investments do you think is most vulnerable in a crisis like this? Let us know in the comments below. ⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and are based on the immediate aftermath of Hurricane Melissa. They do not constitute financial advice. We may own shares in any companies discussed on this show. Please consult a financial advisor before making any investment decisions. Our thoughts are with all those affected by this disaster. Send us a text Support the show

    1h 34m

  8. OCT 24

    Why This Hurricane Has Insurance Companies Absolutely Terrified

    Remember being a kid and thinking hurricanes were exciting? No school, hot chocolate on the patio, watching the storm like entertainment. That ended fast when the power died for weeks and reality hit hard. Tropical storm Melissa is threatening Jamaica right now. Instead of running, Dr. Matthew Preston and Dr. Thaon Simms break down which Jamaica Stock Exchange companies actually win when hurricanes strike and which ones get crushed. Construction firms and hardware stores surge. Tourism and agriculture collapse. Insurance companies face nightmare scenarios with claims jumping 50%. You'll hear about panic buying tarps before Hurricane Ivan, supermarkets with no bananas for weeks after Beryl, and why chickens stop laying eggs from hurricane stress. Whether you have $50,000 or $5 million invested, understanding how disasters reshape the market gives you an edge. If you lose money paying for hurricane damage, you might as well know how to make some back. 🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com 💰 Support the podcast: https://www.buzzsprout.com/1971039/support 🐥 Twitter: https://twitter.com/Limitless_pod 📷 Instagram: https://www.instagram.com/limitless_pod/ 💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount 👍 If you enjoyed this episode, please like, subscribe, and share! ❓ Which stocks in your portfolio would get hit hardest by a hurricane? Drop your thoughts in the comments! ⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any companies discussed on this show. Please consult a financial advisor before making any investment decisions. Send us a text Support the show

    39 min
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Ratings & Reviews

5
out of 5
6 Ratings

About

Just 2 best friends talking about their interests which just happen to be finance

Information

  • Creator
    Matthew Preston & Thaon Simms
  • Years Active
    2022 - 2025
  • Episodes
    167
  • Rating
    Clean
  • Copyright
    © 2025 Limitless
  • Show Website
    Limitless