Bayman

MSP sitting at R21.48 is decent value for a commercial property play in this environment. Yield's solid and the property portfolio's got real legs, especially compared to some of the zombies out there. Good day to top up if you're looking at the longer game, rental recovery should keep feeding the distributions.

gobbling them up at these levels, copper and zinc are going to have their day and orion's got real assets in the ground, not just a shell like half these explorers. r0.30 is a gift if you believe in the cycle turning, im not selling at these prices.

Wesizwe still sitting on massive pgm reserves but the funding story is the real one. Debt levels are chunky and capex to bring Choppie into production is not a small ask. Argonaut and Impala had to sweat it out too when they were in dev mode, difference is commodity prices were kinder to them. At R0.55 though, if they pull off the funding without diluting the pants off existing holders, could be interesting further out.

APH sitting at R18.67 and tin fundamentals havent changed, theyre only getting better with chip demand ramping up. DRC operations are solid, costs are locked in, and were still trading below where we should be on a per ounce basis compared to peers. Good day to top up if youve got dry powder.

@trpine_patient spot on, export pricing is the real tailwind here. automotive will make or break it though

been watching mtm consolidate around this level for a while now, the dividend yield is still solid compared to other financials and they've been managing the claims pretty well. good day to top up if you believe in the long-term savings story, insurance plays always recover once sentiment shifts.

@jse_tttrading what's your read on when claims actually stabilize though, that's the million rand question hey

Balance sheet holding up well through the rate environment, that's what matters here ngl

been holding since the mid 40s, not moving at R59.14. retail reit space is tough with ecommerce and load-shedding killing foot traffic but hyp's got decent property quality and the dividend yield still beats most bonds. good day to top up if you believe retail bounces back in the next 18 months.

Wealth management fees holding up even when markets are flat, that's the steady bit here.

algos hammering it again, classic afternoon raid setup

r149.30 lets smash r150

R253.53, good day to top up

R20.85, good day to top up

Premiums been steady, claims ratio looking better than expected this year

Come on break through R185

R51.93 now, good day to top up

R33.49 already, good day to top up

Come on touch 120 already

R187.21, good day to top up