Limitless

Matthew Preston & Thaon Simms

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

  1. 13h ago

    These Jamaican Stocks Look Cheap — But the Market May Be Right

    🎙️ Ryan Strachan returns for Part 2 with Dr. Matthew Preston and Dr. Thaon Simms for a wide-ranging conversation on Jamaica’s stock market, investing, entrepreneurship, and wealth creation. 📈 Why are many Jamaican financial institutions trading at relatively low valuations? 🏦 Ryan argues that the market may be sending a message: banks and investment firms need to become more aggressive about M&A, investment banking, dealmaking, and creating new revenue streams. The conversation also dives into Carreras 🚬, Dolphin Cove 🐬, Sagicor’s proposed APO, JMMB, Lasco Manufacturing, the JSE Micro Market, Junior Market investing, and market makers. Ryan also explains why investors should focus on underlying value rather than market noise—and why stocks deserve the same long-term mindset many Jamaicans already apply to real estate. 🏠📊 The episode closes with a bigger lesson on entrepreneurship, opportunity in Jamaica 🇯🇲, persistence, relationships, and the extraordinary results that can come from simply being consistent for long enough. 🚀 📊 Highlights & Chapters: 0:00 - 1:51 | 🎙️ Ryan Strachan Returns for Part 2 1:51 - 19:48 | 🏦 Why Jamaican Financial Stocks Are Struggling 19:48 - 29:14 | 🚬 Carreras, Vaping Growth & Illicit Cigarettes 29:14 - 41:12 | 🐬 Dolphin Cove & Jamaica’s Need for Bigger Deals 41:12 - 49:14 | 📈 The JSE Micro Market & New Company Listings 49:14 - 1:06:10 | 🌎 Sagicor APO, JMMB & Finding Hidden Value 1:06:10 - 1:18:23 | 🏭 Lasco, New Products & Manufacturing Growth 1:18:23 - 1:29:37 | 💹 Market Makers, Junior Market & Retail Investors 1:29:37 - 1:42:57 | 🏠 Stocks vs Real Estate for Building Wealth 1:42:57 - 1:59:19 | 🚀 Opportunity, Entrepreneurship & the Power of Consistency 🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com 🐥 Follow us on Twitter: https://twitter.com/Limitless_pod 📷 Stay connected on 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! ❓ Do you think Jamaica’s next major investing opportunity will come from financial stocks, the Junior Market, or a new generation of companies coming to the JSE? Let us know in the comments! ⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. Please consult a financial advisor before making any investment decisions. Send us Fan Mail Support the show

  2. Sep 4

    TransJamaica Went From $3 to $12. What’s the Next Big JSE Opportunity?

    In this episode of the Limitless Podcast, Dr. Matthew Preston and Dr. Thaon Simms welcome back Ryan Strachan for a wide-ranging conversation on investing, Jamaica’s energy future, infrastructure, the Jamaica Stock Exchange, and the forces that could reshape the Jamaican economy. ⚡ A major focus is the future of JPS and Jamaica’s electricity sector. Ryan explores what the upcoming changes could mean for renewable energy, battery storage, electricity prices, manufacturing, household expenses, and economic growth. Could cheaper energy unlock an entirely new phase for Jamaican businesses and investors? 📈 The conversation also examines TransJamaican Highway and the question every investor wants answered: What could be the next TransJamaica? Ryan makes the case for energy and infrastructure as areas investors should be watching closely while breaking down how major structural changes can create opportunities before the wider market fully recognizes them. 🧬 The discussion goes global too, covering Moderna, biotech investing, mRNA technology, personalized medicine, AI, nuclear energy, and the risk-versus-reward equation behind investing in emerging technologies. 💡 From identifying undervalued opportunities to understanding the economic ripple effects of lower energy costs, this episode is packed with insights for anyone following Jamaican stocks, the JSE, Caribbean investing, and Jamaica’s economic future. 📊 Highlights & Chapters: 0:00 - 4:55 | 🎙️ Ryan Strachan Returns & Jamaica Market Talk 4:55 - 12:22 | 🧬 Moderna, mRNA, Biotech & AI Investing 12:22 - 20:41 | ⚡ JPS, Renewables & Jamaica’s Energy Future 20:41 - 26:02 | 🇯🇲 How Cheaper Energy Could Transform Jamaica 26:02 - 34:30 | 📈 TransJamaica & Finding the Next Big Investment 34:30 - 42:50 | 🏦 Jamaica’s Banking & Financial Sector 42:50 - 50:00 | 💰 Capital Markets & Where the Money Could Flow 50:00 - 60:22 | 📊 Financial Stocks, Valuations & Investment Opportunities 60:22 - 60:50 | 🎤 Part Two Teaser & Closing Thoughts 🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com 🐥 Follow us on Twitter: https://twitter.com/Limitless_pod 📷 Stay connected on 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! ❓ Do you think energy could produce Jamaica’s next TransJamaica-style investment opportunity? What Jamaican stock or sector are you watching next? ⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and guests and do not constitute financial advice. Please consult a financial advisor before making any investment decisions. Send us Fan Mail Support the show

  3. Aug 28

    TransJamaican Highway Just Keeps Winning… What’s Next for TJH?

    📈 Earnings season is heating up on the Jamaica Stock Exchange! Dr. Matthew Preston and Dr. Thaon Simms break down some of the most interesting Q2 2026 results, including TransJamaican Highway (TJH), Mailpac Group, Regency Petroleum (RPL), JFP, Jetcon and Dolla Financial. 🚗 From Mailpac taking on major new debt and potentially positioning itself for expansion, to RPL growing profits despite operational challenges, there’s plenty happening beneath the headline numbers. We also examine Jetcon’s comeback, JFP’s improving margins and what Dolla Financial’s results could mean for investors. 🛣️ Then there’s TransJamaican Highway. TJH reported another strong quarter, with revenue and profits climbing as the May Pen–Williamsfield leg contributes to the business. The hosts also dig into TJH’s dividend potential and an important development in its shareholder list: institutional and pension-fund investors are increasingly showing up among the company’s largest shareholders. Which JSE company impressed you most this earnings season? 👀 📊 Highlights & Chapters: 0:00 - 5:23 | 📈 JSE Earnings Season Is Heating Up 5:23 - 30:37 | 📦 Mailpac’s $836M Loan & Expansion Speculation 30:37 - 39:27 | 🏭 JFP’s Turnaround & Growth Pipeline 39:27 - 1:03:00 | ⛽ RPL’s Growth, Yadman Acquisition & Expansion 1:03:00 - 1:25:47 | 🚗 More JSE Earnings & Jetcon’s Comeback 1:25:47 - 1:30:43 | 🛣️ TransJamaican Highway: Profits, Dividends & Big Buyers 1:30:43 - 1:41:42 | 💵 Dolla Financial’s Results & Shareholders 1:41:42 - 1:42:47 | 🎯 Stocks to Watch & Closing Thoughts 🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com 🐥 Follow us on Twitter: https://twitter.com/Limitless_pod 📷 Stay connected on 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 JSE stock impressed you most this earnings season — TJH, RPL, Mailpac, JFP, Jetcon or Dolla Financial? ⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. Please consult a financial advisor before making any investment decisions. Send us Fan Mail Support the show

  4. Aug 21

    Atlantic Hardware CEO Explains What REALLY Happened

    Atlantic Hardware & Plumbing Company Limited (AHPC) is reporting major growth 📈 — first-half revenue is up nearly 70% and profit has more than tripled. So why has the stock price fallen so sharply? 📉 In this episode of the Limitless Podcast, Dr. Matthew Preston and Dr. Thaon Simms sit down with Deanall Barnes, CEO of Atlantic Hardware & Plumbing, for a detailed conversation about what is really happening inside the company. From the recent Jamaica Stock Exchange suspension 🚨 and questions surrounding Atlantic's Junior Market tax benefits, to its audit adjustment, expected credit losses, growing inventory, falling margins and expansion plans, Deanall responds directly to some of the biggest questions facing AHPC shareholders. The conversation also explores: 🔹 Why Atlantic's audited 2025 profit was reduced by more than $50 million 🔹 How Expected Credit Losses (ECL) affected the company's results 🔹 Why revenue and profit are growing while AHPC's share price is falling 🔹 Atlantic's JSE suspension and the potential tax implications 🔹 Why gross profit margins declined despite higher sales 🔹 The impact of Agro's acquisition on revenue, inventory and receivables 🔹 Atlantic's lower financing costs and improving debt position 🔹 Jamaica's cement market and why Atlantic decided against importing cement 🔹 Opportunities from Jamaica's reconstruction and construction sector 🔹 Potential opportunities connected to major housing development in St. Thomas 🔹 Whether the market may be undervaluing Atlantic Hardware stock If you invest in Jamaican stocks, JSE Junior Market companies, AHPC or the wider Caribbean stock market, this is an episode you don't want to miss. 🇯🇲💰 📊 Highlights & Chapters: 0:00 - 2:54 | 🎙️ Atlantic Hardware's Growth vs. Falling Stock Price 2:54 - 8:42 | 🧾 The Audit Adjustment & Expected Credit Losses Explained 8:42 - 16:22 | 🏗️ Cement Shortages, Reconstruction & Falling Margins 16:22 - 21:18 | 💰 Inventory, Cash, Debt & Atlantic's Financial Position 21:18 - 30:56 | 🚨 JSE Suspension & The Junior Market Tax Question 30:56 - 40:18 | 🇯🇲 Jamaica's Economy, Reconstruction & Local Sourcing 40:18 - 45:12 | 🏘️ Housing Growth, St. Thomas & Future Opportunities 45:12 - 49:30 | 📉 Is Atlantic Hardware Stock Being Mispriced? 🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com 🐥 Follow us on Twitter: https://twitter.com/Limitless_pod 📷 Stay connected on 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! ❓ With Atlantic's revenue and profits growing while the share price falls, do you think AHPC is undervalued — or is the market pricing in risks investors shouldn't ignore? ⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. Please consult a financial advisor before making any investment decisions. Send us Fan Mail Support the show

  5. Aug 14

    Is TransJamaican Highway On Its Way to $30?

    🚀 TransJamaica Highway (TJH) is up roughly 160% year-to-date—but after such an explosive run, how much higher can it really go? And with the possibility of shareholders receiving somewhere in the region of J$4 billion in cash, could TJH be heading toward its biggest dividend yet? 💰📈 In this episode of the Limitless Podcast, Dr. Matthew Preston and Dr. Thaon Simms break down one of the hottest stocks on the Jamaica Stock Exchange 🇯🇲. They examine TJH’s incredible rise from its original listing price to nearly $13, the surge in trading activity, institutional and pension-fund demand, and whether buying around $12 still makes sense. 🛣️ The conversation also goes beyond the next dividend. Could the Montego Bay Perimeter Road, future highway concessions, higher toll rates, and an expanded Jamaican road network create another major growth phase for TransJamaica? The guys also debate dividend yield versus capital gains, profit-taking after a huge rally, TJH’s massive buy and sell queues, potential stock splits, and whether this could become one of those Jamaican stocks investors hold for decades. 💎 Is TJH still a buy—or has the market gotten ahead of itself? 📊 Highlights & Chapters: 0:00 - 5:43 | 🚀 TJH’s 160% Rally and the Long-Term Run 5:43 - 13:22 | 🔥 Is TransJamaica Getting Too Hot 13:22 - 20:40 | 💰 Dividends Pension Funds and Institutional Demand 20:40 - 28:20 | 🛣️ Montego Bay Perimeter Road Opportunity 28:20 - 36:45 | 🌴 How New Highways Could Transform TJH 36:45 - 44:19 | 📊 Estimating Revenue From Future Toll Roads 44:19 - 49:16 | 📉 Profit Taking and Who Is Selling TJH 49:16 - 55:02 | 💵 Dividend Yield vs Capital Gains 55:02 - 1:01:18 | 📈 Buy Queue Valuation and Stock Split Debate 1:01:18 - 1:06:00 |  What TJH’s Rally Means for Jamaican Investors 🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com 🐥 Follow us on Twitter: https://twitter.com/Limitless_pod 📷 Stay connected on 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! ❓ Are you buying TJH around $12, holding for the long term, or taking profits after the 160% run? Let us know in the comments! ⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. Please consult a financial advisor before making any investment decisions. Send us Fan Mail Support the show

  6. Aug 7

    JFP's CEO Reveals the Turnaround Plan—Will It Work?

    🪑 JFP Limited has manufactured furniture for Jamaican restaurants, hotels, government offices and commercial spaces for more than 40 years—but many customers have used its products without knowing the company behind them. In this episode of the Limitless Podcast, 🎙️ Dr. Matthew Preston and Dr. Thaon Simms sit down with JFP CEO Andrea Melis to examine the company’s operational turnaround, growing project pipeline and plans for expansion across Jamaica, the wider Caribbean and Central America. Andrea explains how JFP increased its potential project pipeline from approximately J$300 million to J$2.2 billion 📈, improved its quotation success rate, changed its pricing model and began prioritizing larger, more profitable contracts. The conversation also explores: 🏭 The products JFP manufactures and the major brands it serves 🌏 Lessons Andrea learned during nearly 30 years in Asia ⚡ The cultural and operational changes being introduced at JFP 💼 Why the company is becoming more selective about new projects 💰 How deposits, project completion and revenue recognition work 📊 Why JFP’s quarterly financial results can appear uneven 🌴 Opportunities across the Caribbean and Central America 🤝 The status of JFP’s relationship with Total Office 📈 Andrea’s outlook for the company and its shareholders 📊 Highlights & Chapters: 0:00 - 1:35 | 🎙️ Introducing JFP CEO Andrea Melis 1:35 - 6:15 | 🌍 From Italy and Asia to Leading JFP in Jamaica 6:15 - 14:30 | 🪑 What JFP Manufactures and Where You See Its Work 14:30 - 19:00 | 🌏 Asian Business Lessons and JFP’s Operational Reset 19:00 - 25:45 | ⚡ Changing JFP’s Culture and Increasing Reaction Speed 25:45 - 31:35 | 📈 Growing the Pipeline and Saying No to Smaller Jobs 31:35 - 39:10 | 💰 The J$2.2B Pipeline Deposits and Revenue Recognition 39:10 - 44:10 | 🌴 Revenue Growth and Caribbean Expansion Opportunities 44:10 - 49:40 | 📊 Andrea’s Message to JFP Investors and Shareholders 49:40 - 53:35 | 🏭 Managing Project Delays Capacity and Production 53:35 - 58:48 | 🤝 Total Office Partnership JFP’s Future and Closing 🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com 🐥 Follow us on Twitter: https://twitter.com/Limitless_pod 📷 Stay connected on 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! ❓ Do you believe JFP’s J$2.2 billion pipeline and operational reset can translate into sustainable profitability? Share your thoughts in the comments! ⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. Please consult a financial advisor before making any investment decisions. Send us Fan Mail Support the show

  7. Aug 1

    NCB Doubled in 7 Months. Lee Chin Still Owes $200 MILLION.

    Last year we said NCB was heading to $30. This year it is up 92% and it has passed SCOTIA to become the biggest company on the Jamaica Stock Exchange. Dr. Matthew Preston and Dr. Thaon Simms break down what actually changed, why Michael Lee Chin still owes roughly $200 million US, and the September 2026 and December 2027 deadlines that could send the stock right back down. Plus the SCOTIA going private connection, a surprising new name in the top 10 shareholders, and the one line Lee Chin said that stopped the panic cold. Chapters: 00:00 If I Have To Sell The Bank I Will 01:35 NCB Is Now the Biggest Company on the JSE 04:20 Why the Stock Fell: The $65 APO 09:14 The $300 Million Bond Backed by NCB Shares 10:46 The $94 Million December Deadline 14:58 The Thoma Sale and What It Hides in the PE 21:14 The SCOTIA Going Private Connection 33:35 A New Name Enters NCB's Top 10 37:20 $2 Million Seized at Piarco Airport 39:05 The 2027 Deadlines That Could Repeat History 55:00 What Lee Chin's Stake Is Actually Worth 1:07:04 If NCB and SCOTIA Both Delist 🎧 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](mailto:limitlesspodcastja@gmail.com) 👍 If you enjoyed this episode, please like, subscribe, and share! ❓ Did you buy NCB below $50 this year, or are you waiting to see what happens in September? Drop your answer 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 Fan Mail Support the show

  8. Jul 24

    The Truth About IPOs On The Jamaica Stock Exchange

    You applied for the IPO, got your allotment, then watched the stock sink below the offer price. You're not alone. Dr. Matthew Preston and Dr. Thaon Simms pull real numbers on the last 10 JSE listings and find most left investors underwater. From WIPT's 1824% gain that isn't what it looks like, to Quantus Capital's shaky first week, plus Woodcats, R.A. Williams and Image Plus, they break down who really gets your IPO money and the four questions to ask before the next prospectus drops. Chapters: 00:00 Why Your IPO Allotment Never Popped 04:14 What an IPO Actually Is 09:31 New Shares vs Insiders Cashing Out 13:56 The 4 Questions to Ask Before Any IPO 15:55 The Last 10 JSE IPOs Scoreboard 18:07 Qu antus Capital: Heading Below IPO Price? 23:17 Woodcats at 56 Cents: Time to Buy? 25:56 R.A. Williams: From $1.00 to 34 Cents 29:28 Image Plus: Acquisitions, Debt and the Big Move 58:50 One Great Studio: How AI Broke Their Biggest Bet 1:09:51 One on One: The AI Education Play 1:16:30 Regency Petroleum and How to Gauge IPO 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 👍 If you enjoyed this episode, please like, subscribe, and share with a friend who applies for every IPO! We're closing in on 3,000 subscribers. ❓ Which JSE IPO have you bought into, and did it pop or flop? Drop the name 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 Fan Mail Support the show

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

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