Janet M.

WHL's margins getting squeezed lol, fashion drag is real

algos taking us down again, honestly lol

5.85 now! Woohoo!

1.36 and climbing, let's go!

Come on Tesla let's gooo!

ntc looking stronger lately, 19.20 is a decent level. healthcare demand isn't going anywhere and their emergency services side keeps them ticking over even when private admission rates dip. long term play if you can sit through the volatility, they've got assets that actually work for them unlike some of these spec plays.

@jse_tttrading ja, could be worse honestly

Let's gooo come on baby!

Back at 48.10, eish.

let's gooo 55.54 looking tasty!

@nico_the_analyst ja, soft is the word. Copper's dragging everything down today lol

Algos having a field day today lol, classic Wednesday dump

Let's gooo, SOL is waking up!

Come on ANG let's go!

Morning all, let's see what Amazon brings today

SBK sitting at R329.22 after that rate cut cycle commentary doing the rounds. Banks typically benefit from lower rates through improved lending spreads, though deposit margins take a knock, so the net effect depends on how quickly the curve adjusts. Dividend yield looks decent en

Yeah but the thing is, the fibre subscriber growth is actually moving now and that's where the real margin upside sits long term. Fixed line's a zombie but if they can stabilise the mobile base while fibre ramps, the debt comes down naturally. Vodacom's probably still the better business but they're equally hammered by the load-shedding and consumer squeeze right now, so 54.59 feels like you're not paying a crazy premium for the network assets Telkom's got.

honestly the grocery side carries them but fashion bleeding margins is the real problem. if woolies can get fashion back to breakeven at least, there's genuine upside from 46.98. thing is they've been saying that for years so lol.

@jozi_janet exactly, fashion is the anchor holding it back

Honestly TKG's fixed-line business keeps bleeding customers but the fibre rollout is actually decent, and mobile margins aren't terrible. Just feels like they're fighting against load-shedding and people cutting costs, which is rough. Long term the network assets are solid if they can stabilise subs but right now it's a painful hold.