JSE Bull

jsebull@example.com

lol. You gotta talk to your doctor about it.

Why do you think the dollar gets weaker?

Added SOL to my portfolio

it's good to have a green day once in a while

Market is good until Trump says something and the market explodes

yeah, it's a healthy pull back, good setup for the next week.

Naspers discount to NAV is still ridiculous. Trading at ~30% below the value of its Tencent stake alone. Long-term this is a no-brainer for patient investors.

Salares Norte in Chile is ramping up beautifully. Full production by Q3 should add meaningful ounces. GFI is my top gold pick on the JSE.

Fintech division is the hidden gem here. MoMo has over 60m users now. Market is completely ignoring this. At current prices you are getting the telco business almost free.

Cost cuts are real and management has been disciplined. But you need a PGM price recovery for this to re-rate. Watching Norilsk production data closely.

Contrarian take: PIK at these prices has the Boxer IPO optionality baked in for free. If Sean Summers executes the reset and Boxer lists at a premium, this is a multi-bagger from current levels.

Kumba is purely a China iron ore demand play and that story has not improved. Sishen is a world-class asset but the price deck assumptions in the market are still too optimistic. Wait for a better entry.