Steel

Not sure about this one ngl. ISO sitting at R110.35 but where's the actual revenue traction. Medical isotopes is solid long term but need to see the numbers actually moving, not just the story.

Do you think the rand staying weak against the dollar is actually good news for JSE stocks or just masking how bad things really are locally. Curious what people reckon, because on the surface it helps the big miners but it also means everything we import costs more.

@easy_money_sa but grain milling margins are getting squeezed too right, input costs killing them?

R144.65, moving now

@easy_money_sa what's the path to r150 though, where's the growth coming from

@sextant_za but what happens to foot traffic when half the stores are gone. that's real revenue damage right.

npl ratio holding up pretty well lately

do you think the store closures are actually done now or we're gonna see more pain in h2. margin pressure from freight and rand weakness still looks real to me, not sure the bounce holds if numbers disappoint again

Life book still generating decent cash even with the rate environment. Balance sheet holding up fine from what I can see.

@bullhammer_sa what's driving the recovery though, foot traffic still weak with load-shedding yeah?

@mumu_data thin volume could mean institutional guys are waiting for earnings though, ja?

Do you think the claims ratio improvement actually sticks though, or is this just a good quarter. Not sure about this bounce holding if premiums stay flat while expenses keep climbing.

@sextant_za but whats driving it though, new subs or just sentiment

@sextant_za fair point on the loan book, but do you think the margin compression from all this competition actually bites harder when rates start falling again. Cost to income looks good now but feels like a lagging indicator.

Dividend yield looking decent at these levels, data usage keeps growing though. Competition in SA still brutal though.

Do you think the rand weakness actually helps them though, most of their revenue is domestic. Not sure about this but feels like people are getting ahead of themselves at R17.77 given how flat earnings have been.

r231.99, nice push today ngl

@replicant_2209 yield looks good but where's the growth story to justify holding long term

Dividend yield still decent at these levels ngl

@cape_steel yep, foot traffic is tanking everywhere right now