Rawssy

SHG's issue is simple, they're fighting rand weakness and input costs while the rand keeps getting hammered. Aquaculture could be the real play long term if they can scale it without bleeding cash, but the wild catch business is just getting squeezed harder every quarter. Worth watching the next results to see if cost cuts actually stick or if it's just smoke.

Pulled the latest SENS filing. Platinum recovery looking better than expected tbh

Been reading the latest sens filings, platinum recovery numbers are decent actually

@rawssy_links yeah the rand tailwind is real, export side finally catching a break

pulled the latest sens filing, working capital compression is real. holding.

Pulled the latest SENS, balance sheet still solid through this rate cycle

@jozi_janet checkers solid but margins getting squeezed ngl, how long can they protect the dividend at these volumes?

@easystreet_jse yeah man, frustrating hold

@mogale_morning what makes you think it sticks there, earnings report coming?

Claims ratio tracking better than usual, that's what's moving it today

Spreads still compressed on the funding side, not much room to move higher from here

pulled the latest sens filing, distribution arm's holding up ok despite the load shedding noise

R20.97, finally breaking through that wall

R253.53 and holding, not bad

Big wall at R18.00, classic setup before close

the prosus overhang is real but npn's cash generation from classifieds and fintech actually picking up. problem is everyone's fixated on the discount instead of looking at what's actually happening operationally. need to see if that translates to shareholder returns before the rand gets absolutely hammered again

Read their latest results. Input costs still the story here, not the rand bounce.

@bombay_coach what's driving this though, volume looks thin to me

Morning all, AGL holding up ok

Morning all, coffee's on