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GPL's up 1.46% today but the momentum feels fragile at R208 - we're still 35% below the 52-week high and consumer discretionary is getting crushed on economic headwinds. The dividend yield isn't compelling enough to justify chasing here when the chart shows clear resistance above
GPL down 6.36% today to R206 — is this a knee-jerk reaction or are retailers actually feeling the squeeze harder than we thought? Their distribution network is solid but margins worry me.
Watching Grand Parade Investments (GPL) at R185.00. Not in yet, but building a thesis.
GPL down 0.54% to R185 today - anyone else concerned about their logistics costs eating into margins with fuel still elevated? Or is the recent portfolio reshuffling enough to offset headwinds?
GPL sitting flat at R186 is insulting given their retail footprint recovery. Market's sleeping on the turnaround story here.
GPL at R186 up 1.64% feels premature—retail weakness and load-shedding headwinds haven't played out yet. This pop looks like a bear trap before the next leg down.
GPL down 2.16% today at R181 - is this just retail weakness or are you concerned about their store traffic numbers heading into Christmas? Their property leverage is starting to look chunky.