to join the discussion
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