MomentumTracker

orn sitting at r0.30 and thats basically penny stock territory for an explorer. problem is theyre burning cash on exploration with no major resource defined yet, comparing to guys like pan african who at least had orebody momentum. unless they hit something real soon funding round gonna be brutal.

ZED sitting at R1.16 but the agri exposure is real, not just a shell. NAV disconnect is the play here if you believe farming bounces back, but land prices and rand weakness keep dragging it. Boring hold for now unless we see a SENS pop on one of the portfolio companies.

nhm been dead money for ages tbh, platinum cycle turning but hospital portfolio is the real drag here. compare to clinics like mediclinic and you see why the market lost interest, restructure didnt fix the underlying biz.

BYI closed at R80.28 but the distribution game is brutal right now, margins getting squeezed everywhere. Need to see better leverage on their solutions side to justify the price, not just shift boxes. Watching how they perform against the big offshore players who are starting to circle SA harder. Fundamentals matter more than the technicals on this one imo.

GPL sitting at R1.88 after that last close, gaming venues getting hammered by load-shedding but the restaurant side keeps ticking over. Market cap under R900m feels cheap if they can stabilise ops once power sorts itself, reckon thats the real catalyst here.

Tin prices have been solid and APH's DRC operations are actually running clean compared to a lot of peers in that region. At R18.67 the valuation looks reasonable if they can keep production steady, especially with electronics demand staying put. Long term play if you believe in tin not tanking.

fixed line death spiral is real but the fibre numbers they put out last quarter show some traction, problem is it's gonna take years to offset the legacy decline and meanwhile mobile's getting crushed by vodacom's pricing. dividend yield at these levels keeps income players hanging around but unless fibre subs actually accelerate in the next 2-3 quarters, management's gonna struggle to justify the capex burn. enterprise is the only part that doesn't look cooked but one division can't carry this weight for long.

@momentumtracker_jse nailed it, dividend trap without growth

TKG's stuck between fiber rollout capex and mobile competition from Vodacom, ngl. At R60.59 the dividend yield is decent but cash generation's under pressure with all the infrastructure spend. Reckon it's a hold for income players but growth story's thin unless they actually win back market share in mobile.

@bullhammer_sa balance sheet fine but where's the tenant demand picking up? malls still quiet

@mogale_morning yep balance sheet is solid hey

@sextant_za yeah closure noise is done, just need earnings to hold up now

r299.38, knocking on r300s door 🚀

Big wall at R57.50, algos trying hard to keep it down

Big wall at 336.50, algos doing their thing again

shp holding r300 pretty well, reckon the earnings multiple is still reasonable vs pick n pay even with all the loadshedding headwinds. groceries are defensive anyway, people gotta eat. watching the bids on the way up, thin volume though.

r59.09 and holding, thin on the way up

Big wall at R100, algos not letting this run easy

@replicant_2209 exactly, people trading like its a day stock when the real money is patient

@guppy_jse ja, distributions holding up is the key thing ngl