swordfish

zed bouncing around like a rugby ball but the farm assets underneath are real. rand weakness helps export plays, land values holding up better than most. at r1.16 you're getting portfolio stuff that actually produces food, not just speculation. catch the express train or wait for the next dip, either way beats sitting in cash.

APN stuck between rand weakness and margin squeeze, classic pharma story.

mmp sitting at r28.89 with that property and import portfolio is basically a vehicle for someone who cant be bothered picking stocks themselves, which is fine if you believe the rand tanks harder. trouble is they're competing with etfs that charge a tenth of the fees. property side is dead weight unless load-shedding somehow fixes itself by magic.

RNI sitting at R475.00 feels cheap for a holding company with that portfolio depth. Diversified plays across SA financials plus African exposure, not many other vehicles give you that spread without the drama. If rand stays wobbly this could be the express train for offshore hedge types. Big dogs dont cook they eat.

platinum space is cooked unless you're sitting on tier one assets, and val's still in the prospecting phase so youre essentially betting on the geology working out. at R1154.47 youre paying for hope not cash flow, which is fine if you believe in the project but timing wise with load shedding crushing SA mining margins, catch the express train or wait for capitulation.

GPL holding the line like the Bulls defense, hey

tin prices holding up better than i expected and aph's drc operations aint getting shutdown like folk thought six months ago, so catching the express train on this one. at r18.67 its still cheap if tin stays where it is, big dogs in commodities know the cycle.

rand getting smashed all year, dollar strength killing our import bill but rand hedges are printing. 18 to the dollar feels like a floor thats already broken twice, exporters must be loving it tho.

dividend yield is the only thing keeping me awake on this one tbh, claims management is alright but you're basically waiting for sentiment to flip on the whole insurance bucket. consolidation at R40.82 isnt the worst spot to nibble if youre thinking 3 year hold, just dont expect fireworks anytime soon.

inventory turn is the real tell here, julian nailed it. retailers sitting on dead stock while eskom kills foot traffic, mrp's actually selling through. r175 is fair value if they keep that momentum, rand weakness helps too on the import side.

@cape_steel yep the rand will kill this if it keeps sliding

R57.61, caught it after all

R57.08, the express train left the station

wealth mgmt carrying the dead weight of equity release right now but thats just noise, balance sheet is actually solid. rand getting smashed keeps the offshore boys nervous but at r13.53 youre not paying for upside, youre just getting paid to wait. dividend yield alone makes sense if you can stomach the short term wobbles.

sbk sitting pretty at 336 while the rest of the market sneezes, balance sheet's solid and those african ops are finally printing. beats absa on efficiency most quarters, dividend yield not terrible either if you can handle the wait. catch the express train or wait for the next dip, either way the bank isn't going anywhere.

checkers doing the heavy lifting while the rest of the group treads water, rand eating into margins but at least they're not pPick n Pay levels of broken. R300 flat is where it sits, boring but honestly thats the point with shp ngl, catch the express train or dont but the dividend wont disappear.

prx getting hammered but the classifieds and fintech stuff actually prints money if you squint. down to r731 which is nowhere near where it should be given what tencent owns in there. big dogs dont cook they eat, and naspers knows how to survive a winter.

R150 is right there man lets go

R834.89 and going backwards, eish

nah look, GRT sitting at R17.58 and yielding what, 7-8% on rental income. retail's getting hammered but their industrial and office mix is keeping the lights on. long game is they've got actual bricks not vapourware, eish but the rand's been a dog so it's a coin flip whether you catch the express train or get left at the station.