Franco C.

MMP sitting at R28.89 is lekker value if you're looking at the property side plus the international portfolio mix. Not many JSE stocks give you that diversification across UK, Europe and US equities plus SA commercial real estate in one ticket. Long term holding this is decent, beats trying to pick individual counters.

WEZ sitting at R0.55 is basically giving away the platinum story. Yeah the funding's been messy and the timeline keeps sliding, but palladium and platinum aren't going anywhere. If they ever get Limpopo into production properly, this thing is a 10-bagger from here. But patience is the killer, not the price.

Rand's been getting bliksem'd lately, sitting around 18.50 to the dollar. Gold and platinum miners love this, but it makes imports expensive for the rest of us. Long term the rand stays weak cause of load-shedding and our fiscal mess, so if you're holding rand-hedges this weakness is actually your friend.

Eish, TKG sitting at R60.59 but the fixed-line revenue keeps sliding and mobile ain't picking up the slack fast enough. Enterprise might save them but ngl the load-shedding mess is killing capex spend across the board, feels like they're swimming against the current ja.

SRE sitting at R21.21 but the euro exposure is killing it with the rand where it is. industrial logistics in europe is solid long term, rent growth keeps pace with inflation there, but you're fighting currency headwinds every quarter. if the rand strengthens this could rerate properly, otherwise feels like treading water for a while.

retail's been hammered but nrp's diversified enough across the malls that they're not getting destroyed like single asset plays. dividend yield's actually starting to look lekker again if you're long term, and the balance sheet can still support the distribution. that's the edge here ngl.

Aai jinne come on MTM run baby run

Come on MTM, run it up!

rand still killing them tho, real test is next earnings

R336.38, lekker movement today!

@bombay_coach construction ramping up where though, load-shedding still destroying volumes?

R13.55 and going nowhere man, eish

@k_maphosa what you mean then what, rates starting to come down no, thats lekker for the banks

@trpine_patient reckon R150 is the real test hey

R17.62 and climbing, lekker!

r253.53 now, lekker. through the 250 level

Come on INL, push through R135!

@bombay_cape yeah man, finally some real movement hey

GFI taking a knock today, down 3.8%. Might be worth checking if this is just noise or if there's something brewing with their fundamentals - wouldn't be the first time the market gets spooked over nothing, but could also be a decent entry if you've been watching it.

R10.28 now, aweh! Lekker move today