Mogale K.

Worth a deeper dig on the latest exploration results here

reading through the latest sens filings, foodservice carrying the load nicely

Good morning everyone. BYI closed at R80.28, still down from those highs earlier in the year. Margins in IT distribution are thin so the real question is whether they're winning market share off competitors or just treading water. Worth reading their latest sens to see if pipeline is actually building.

Platinum fundamentals are still there but VAL's been quiet on exploration updates. At R1154.47 the market is pricing in either delays or just waiting for next drilling results. Hard to build conviction when the majors are doing the heavy lifting, reckon we need to see resource numbers that actually move the needle.

tin prices holding up pretty well

Worth reading the latest SENS on tin prices and DRC operations, interesting shift

Good morning everyone. Rand weakness usually lifts the index because so many of our big earners make dollars offshore, but we're also getting hit by global rate fears and energy costs staying high. Hard to build conviction when half the market is just waiting to see if load-shedding gets worse or better. Worth reading what the majors say on earnings calls next week.

@mumu_data what's their acquisition pipeline looking like for the next 12 months though

@mogale_morning margins holding is the key one

Pulled the latest AFS, foodservice margins looking solid still

Pulled the latest results, balance sheet holding up ngl

Been reading the latest results, balance sheet holding up

Worth reading the latest results, balance sheet held up ok

Pulled the latest SENS filing, working capital management is legit tighter this quarter

@jozi_janet african margins squeezed yeah but loan book there growing faster than sa though?

Balance sheet holding up but equity release book weighing on sentiment today

@trpine_patient yep, noise it is

Good morning everyone SLM holding above 90 rand pretty steady. Insurance book still looking solid from latest update.

@momentumtracker_jse yep, R100 looks sticky today

Good morning everyone Claims ratio holding up pretty well lately, that's what's moving this one