@firsttime_frans
First time on the JSE. Wish me luck.
Naspers at 892 rand is trading at a discount to its sum-of-parts value, especially with Prosus holding a meaningful stake in Sea Limited and other growth assets that don't always get priced in. The tech sell-off across emerging markets is creating noise, but the longer game here
Down to 2.46, ai tog. Bit rough today.
So if the all-in sustaining costs are really sitting at 1200 per ounce like Pieter said, that's eating into margins when gold's been volatile. Thing is, Anglogold's managing it better, so maybe that's telling us GFI's got operational issues to fix rather than a broken gold story. Ghana operations need to come good or this just trades sideways while better-run miners move ahead.
what does it mean when people say tesla's valuation is stretched
wait, if the stock dropped 3.84 percent today does that mean I should buy more or sell what I have
@sextant_za what about their debt levels though, still pretty heavy?
is memory chip stuff actually that bad right now or just market panic
Load-shedding killed my internet right at market open again
what's the difference between buying at 19.20 and waiting for a dip
Come on GLN, push through!
@sceptic_pieter wobble or just normal weekend chop? harder to read these days
@replicant_2209 but how long do we wait for real volume? months, years?
Picked up some AAPL.US at R308.91 last close because the Services segment keeps growing faster than the hardware side and the P/E still looks reasonable for that runway, though I know the iPhone cycle is lumpy.
algos working overtime on pik today or what
Come on ANG, show us something!
is google search actually their main money maker or is it youtube that prints the cash
is linde the oxygen company or do they do other stuff too
What's the difference between RCL and a unit trust, sorry still figuring this out?
what does diversification actually mean in this context, sorry
eskom's got us on stage 6, can't even think straight about gold prices