Deneb Investments (JSE: DNB)

3.00 now, that's a proper move.

3.00 now, ja no. Believe it when it holds.

2.80 now, that's a dip. What triggered it?

2.80 now, down 3.45%. Eish.

2.80 and red, must be some boozing going on

Spent some time on DNB's latest results. Balance sheet's solid ngl

Pulled the latest results, industrials portfolio holding up ok

DNB sitting at R2.50 is a steal when you look at what the holdings are worth underneath, this thing has traded way higher on way less. Similar plays like Brait and Hosken bounced hard when the market finally got it. Long term this is a compounder if management executes on the industrials side. LFG!

DNB at R2.50 is interesting because the industrial holdings space is frankly crowded, but their manufacturing exposure gives them actual hard assets unlike some of the pure investment vehicles. If you look at what Metair and Reunert are trading at, there's real value here if management can tighten up capital allocation on the underperforming bits. The rand weakness is a tailwind for export-focused ops which DNB benefits from indirectly. Positioned perfectly for someone with patience.

DNB down 5.36% looks like panic selling on what's likely temporary headwinds. The industrials sector has been oversold lately and this drop doesn't reflect any fundamental shift in the business, so I'm eyeing this as a potential entry point if it holds above R2.50.

dnb sitting at r2.65 is pricing in some real pessimism on the industrial side. inflation's still sticky and rates aren't coming down soon, so holding companies like this get squeezed harder than their underlying assets warrant. long-term view hasn't changed though, if management can keep the portfolio stable through this cycle there's value here.

Where's the actual earnings coming from here

DNB sitting at R2.65 is actually insane value when you look at the underlying assets. Similar plays like Optimal and other industrials were trading way higher on less. If management executes on the manufacturing side this thing runs to R8 easy, BEST IS YET TO COME!!

Good Morning Everyone, DNB sitting at R2.65 closing, market cap around 400m rand depending on share count. Holdings in industrial ops but earnings been quiet, need to see what cash generation looks like before jumping in. Been holding industrial plays but this one's not moving the needle for me right now.

DNB popping 5.66% today on what looks like decent volume, but the stock's been range-bound for months. Anyone picking up on fundamental news or is this just technical bounce off support?

DNB AT R2.80 IS CRIMINAL MATE, LOOK AT WHAT NEPI ARCADIA AND STOR DID WHEN THEY SORTED THEIR BALANCE SHEETS OUT!! THIS THING HAS REAL INDUSTRIAL ASSETS THROWING OFF CASH AND THE MARKET IS SLEEPING. BEST IS YET TO COME!!

dnb sitting at r2.80 is cheap for what's in the portfolio, institutional guys know it. been watching the nav creep up quietly while retail sleeps. industrials are getting hammered but deneb's got actual assets backing it, not just sentiment. long game here.

DNB sitting at R2.80 feels like someone left money on the table. Industrial holdings are boring until they're not, and this lot actually owns stuff that works rather than just shuffling paper around. If half their portfolio tightens up and starts generating proper cash flow, catch the express train because that's when the market remembers what P/E even means.

DNB has been getting smashed but the assets are still there, industrials are cyclical and we're near the bottom of the cycle. Put an order at R2.65 last week, didn't get filled but R2.80 close is getting closer to fair value on the holdings. Good day to top up if you reckon load-shedding sorts itself out in the next couple years.

Been digging through the latest MD&A and DNB's cash position is actually decent for a micro cap, sitting at like R40m+ with minimal debt. Revenue's been flat but margins are holding which tells me they're not just burning through cash to chase growth. Compare that to some of the other JSE smalls and you see why institutional guys might be sniffing around. Long term if they can find a way to scale without destroying unit economics this thing could run from R2.64.