Nico van D.

MCZ at R3.25 is trading at a steep discount to peers like Exxaro, which suggests either deep value or real structural concerns in the coal business. The dividend yield on MCZ would need to be exceptional to justify holding over a more diversified miner, so worth checking what cas

Google's search moat is still massive tbh, and with AI integration into search they're actually defending that position rather than losing ground like some were worried about. The cloud business growing at 26% last quarter is the real kicker though, that's where margin expansion happens. At 356.65 they're not cheap but YouTube's still printing cash and the ads market isn't going anywhere, so imo the bull case holds up.

Interesting numbers on the last set, especially the like-for-like sales holding up better than I expected given the pressure on consumers. At 45.89 you're paying what, maybe 12x forward on a business that's still generating decent cash despite the margin squeeze from discounting and energy costs. My reading of this: the real question isn't whether Spar can trade, it's whether management can actually grow earnings per share again rather than just maintaining volumes. Could be wrong but I think the market's got this priced for stagnation, not recovery.

JBL at 52 cents is priced for distress given the recovery story in battery metals, but the capital intensity and execution risk on their processing facilities keep me cautious until we see actual production ramps. Revenue growth potential is there if vanadium and nickel prices co

@momentumtracker_jse yeah the selling looks algorithmic, no real news

Reading the latest results, balance sheet's tighter than I thought. Holding.

My reading of this: RCL's poultry and milling divisions have weathered load-shedding better than I'd expected given the energy intensity, and the interim results showed decent margin hold even as input costs stayed elevated. At 8.27 the valuation doesn't price in much recovery if they can stabilise volumes through next year. Worth noting the beef side remains under pressure but that's maybe 20-25% of group ebitda anyway. Not saying it rips but the risk-reward looks reasonable for a 18-month hold.

BX up 2.08% to R1.30 today, riding some positive momentum in the financials space. Asset managers have been benefiting from the risk-on environment, though valuations are getting stretched so wouldn't chase this into strength.

Unity's been getting hammered but that 5.64% pop today suggests some rotation back into beaten-down tech. The real question is whether their Creator Economy push and subscription model can justify valuations once the dust settles, because right now it's still a show-me story at t

Let's go Oracle, run with it!

Cloud revenue segment growing faster than the rest, worth keeping an eye on there.

48.10 now, down nearly 2%. tough day.

R119.00 now, bit soft today.

AGL sitting flat at R838 but the real question is whether that De Beers spin-off actually unlocks value or just creates two mediocre stocks. Fundamentals haven't changed much, so I'm waiting to see how the market prices the separation before committing.

1332.40, finally some air to breathe

ADBE at R250.41 is trading on the back of solid subscription revenue momentum, though the valuation still looks stretched relative to traditional software peers. Creative Cloud's recurring revenue base keeps the floor up, but you're paying a premium for growth that's moderating i

166.17 now. Holding there imo.

REM at R194.39 is trading at a reasonable multiple for a diversified holding company, but you need to look past the share price and dig into the underlying portfolio weightings: Remgro's returns depend heavily on how its stakes in Mediclinic, Aspen, and Vukile are performing. The

IMP at 179.58 is still battling the structural headwinds in platinum: weak autocatalyst demand, Chinese EV cannibalization, and cost inflation eating into margins. The dividend yield looks decent on paper but it's only worth something if the company can navigate through the next

Lam's guidance for next quarter came in light vs what the Street was modeling, and that's weighing on sentiment here. The thing is, capex cycles are lumpy, and SK Hynix just said they're ramping through '25, so there's real demand underneath this noise. At 293 you're not far from 300, which is interesting support if the equipment cycle actually does accelerate like management's hinting. Could be wrong but I'm holding, the fundamentals aren't broken just cyclical.