GUPPY

Closed at R0.30 again, which is painful but the copper story hasn't changed. Still got those zinc assets in the pipeline and exploration work ongoing in southern africa, so the downside feels limited from here if you're patient. Risk reward is very compelling at these levels, catalysts moving forward should matter once sentiment shifts.

@jim_jse4 what's the insurance book actually generating in earnings though, have you dug into that

GPL sitting at R1.88 with gaming and hospitality exposure, and risk reward looks interesting from here. Venues getting foot traffic back post load shedding chaos, dividends getting reinvested, more eyes on the prize as sentiment shifts on the consumer side.

@nico_the_analyst ja, discount to nav is lekker, currency's the real play here

fibre footprint expanding but capex burn is real, mobile subs still bleeding to vodacom and rain. dividend yield masks the cash flow problem. if they can stabilize arpu in the next two quarters and actually show fibre take up numbers, risk reward gets interesting at these levels. patience looks like a real good idea.

@trpine_patient spot on about the rand, auto recovery is the real catalyst here

Reading the latest results, balance sheet holding up well. Patience looks like a real good idea here.

Big money quietly accumulating here, noticed 2.8m shares bought at close last week. R66.98 is still cheap relative to what the turnaround could look like if they nail the inventory reset and get foot traffic back post-Christmas. Retail's brutal but TFG's brands have real staying power, patience looks like a real good idea.

@sextant_za yeah, reckon thats priced in now. margins the real watch from here tho

Store closures seem to be slowing, footfall picking up in the decent malls.

Wealth management fees holding up nicely even with market chop, that's the real story here.

Big seller at the close, algos working overtime again

Wall at R250 keeps rejecting, volume's been thin through it anyway

@guppy_jse yep, patience looks like a real good idea here

Grocery volumes holding up better than the doom crowd expected, load-shedding hitting them less than some peers.

BVT's up 2.3% today, nothing earth-shattering but decent enough given the broader market mood. At current valuations it's still worth watching if you've got a longer time horizon, though I'd want to see some more conviction in the volume before getting too excited. The dividend yield keeps it on my radar at least.

@mogale_morning ja, balance sheet is solid ngl

R4744.36, nice holding here into close.

Seeing decent volume at R17.58 this morning, risk reward is very compelling at these levels for a diversified reit with that kind of property spread. Distributions have held up better than most peers through the cycle, patience looks like a real good idea here with rate cuts potentially on the table next year.

R239.93, patience looks like a real good idea here