Steel

35.66 now, that's a proper hit today.

0.56 now, that's rough. Down again today?

125.42, back below the 125 level.

3.81 now, down 4.75. eish.

53.24 now. Rally holding or just relief bounce?

13.80 now, that's a decent pop today.

@thandi_first_share Shoprite prints cash every quarter. Does Oracle's cloud business actually make profit yet, or just revenue?

@swordfish_sa exactly, commercial is where the margin story changes

@cape_steel yep, exact problem. oncology pipeline needs to actually deliver or the dividend gets squeezed.

AMD makes the chips that go inside servers and gaming PCs. The question is whether enough people are actually buying new servers and computers right now, or if everyone's still using older gear.

Pharma patents expiring soon though, ja?

Do you think the store closures are a problem? Truworths has been shrinking its footprint but the sales per store haven't really improved, so I'm not sure it's just about cleaning up weak locations.

Do you think people are actually shopping more at Mr Price right now, or is it just that the stock's cheap so everyone's piling in? Hard to get excited about clothing retail when half the country's skipping discretionary spending.

Optum's growing faster than the insurance side, which is the interesting bit, but do you think that's enough if people are actually using less healthcare because everything costs more now?

Do you think the classifieds business actually grows from here, or are we just holding it because the ecommerce bits look better. Not sure about this one honestly.

aws makes the real cash but do you think the stores business needs to keep growing just to justify the valuation, or is cloud enough on its own.

Do you think the margins will hold if they have to keep spending so much on R&D to stay ahead? Falcon's doing well but the profit per customer still looks thin to me.

Oracle's cloud business is growing but feels slow compared to what AWS and Microsoft are doing. Do you think that matters if their database stuff still prints money?

Do you think the volumes coming back means people actually believe in the turnaround, or are they just chasing the price up. RCL's been losing money for years, so at what point do we see actual profit again.

@nico_the_analyst exactly, that's the real problem. maintenance beats growth every time on the share price.