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BRT taking a proper hammering at 16.50% down suggests something broke today, either in their portfolio companies or the market's risk appetite shifted hard. Need to see what the actual trigger was before wading in, but at these levels the dividend yield might be looking tasty if
BRT sitting at R5.00 but fundamentals haven't really changed much since the last dump. Revenue growth is there but margins are getting squeezed, capex heavy. If they can sort the operational stuff out in the next two quarters this could actually work but right now just looks like a holding pattern for institutions. Seen worse setups though.
BRT still sitting at R5.00 but balance sheet is weak hey. Debt to equity ratio doesn't stack up against competitors on the JSE. Where's the actual revenue growth story, not just the hype.
Do you think BRT can justify R5.00 without actual revenue though. Been holding since R2.80 but the cash burn is getting heavy. Not sure about this one anymore, where's the catalyst.
Is Brimstone Inv CORP LTD (BRT) cheap or a value trap? Been going back and forth on this one.
Trimmed half my BRT position at R560 today after that 3.70% pop, taking profits while financials benefit from rate cut expectations, but keeping the remainder as the valuation still looks reasonable on a 12-month forward earnings basis relative to the broader financial sector.
BRT's 3.27% jump to R506 reflects the market recognising its quality investment approach, though it trades at a meaningful premium to the broader financial services cohort. What distinguishes Brimstone is the calibre of its underlying holdings and disciplined capital allocation r
BRT's 3% pop today got me thinking about whether we're seeing genuine improvement in their capital allocation or just relief buying on a sector rotation. With their exposure to equity markets and property, I need to dig into whether management's actually deploying capital more in
BRT grinding higher at 485 rand, up a touch on the day, but let's be honest: the financials sector is heavily crowded with players offering similar exposure to credit cycles and interest rate dynamics. Against peers like Sanlam or Old Mutual, Brimstone lacks the scale and diversi