R. Naidoo

@bongani_crypto_curious there's an actual cutoff date each quarter, you just need to own it before that date hits.

Prosus is basically a holding company, so you're buying a slice of a bunch of internet businesses scattered around the world. Problem is you're paying a discount to what those businesses are actually worth separately, which is just the nature of the beast with these conglomerate setups.

@bear_naidoo Fair, but what's the dividend looking like these days?

Coca-Cola's been flat for years because people aren't drinking more fizzy drinks, they're drinking less. You're basically paying for a company that's good at managing its decline, which is fine if you want something boring and safe, but don't expect it to move much.

Platinum and iron ore are actually moving, so ARI's got real stuff to sell right now, not just hope. Last time I checked the numbers they weren't drowning in debt either, which beats half the JSE. Still, commodity prices turn on a dime so I'm watching it more than holding it.

@swordfish_sa Fair point, but data centers are still spending big on AI chips. That's not slowing down, is it?

@swordfish_sa fair point on the losses, but hasn't takealot growth offset some of that drag lately?

Oil's not going anywhere, but neither is the stock price.

The reusable rocket angle is solid, but profitability is still years away and they're burning cash to build it. At 160 dollars a share you're paying for a lot of future promises, ja no.

Oracle's database business is still the money maker, but cloud growth needs to actually show up in the numbers, not just the pitch deck. At 135.69 I'll believe it when I see it.

110.56, ja no, up 2 percent on groceries

114.89 now, back where it started. Nothing to see.

184.32 now. Ja no, belief in what though.

@loadshed_lindi brutal for the sector or brutal for Intel specifically? AMD's holding up better from what I see.

@kagiso_student data centre demand is solid, but are they actually winning market share or just riding the wave?

Back through 200.50, ja no.

@scandi_jse64 Nice move but what's the actual catalyst, or just momentum chasing at this price?

163.72 and holding. Not bad for a Monday.

27.95, finally some air. Let's see if it holds.

7.16 now, up nearly 9 percent. I'll believe it when I see it stick.