to join the discussion
GPL at R1.80 is trading at a discount to book value, but the real question is whether management can arrest the revenue decline in their core furniture division. Yield is decent around 6% if they maintain the payout, but without growth momentum the capital appreciation upside sta
Picked up more GPL at R1.76 because the dividend yield is sitting pretty and management's cost discipline on the retail side should start showing in the next earnings, even if consumer spending stays patchy.
GPL at R1.75 is trading at a discount to book but the earnings momentum has been patchy. Revenue growth isn't cutting it without margin expansion, and until management shows consistent EBITDA improvement the stock feels like a value trap rather than a genuine turnaround.
GPL up half a percent today but still trading below the R2 resistance that's been capping it for months. The consumer goods squeeze isn't easing anytime soon, so I'm waiting for either a breakdown or a proper catalyst before reconsidering the position.
GPL down 1.60% to R1.85 today, but the retail distribution network is still grinding through tough consumer spending. At these levels you're getting decent yield from the dividend if management keeps the payout intact, though revenue growth has been anaemic and that's the real wo
GPL taking a knock today at R1.85, down 1.60%, but the retail sector's been under pressure across the board lately. Still hunting for a better entry point before loading up again, the dividend yield's keeping me interested though.
reckon GPL's been beaten down enough that the yield's starting to look interesting again. hospitality recovery in sa is slow but the gaming side's got decent resilience through load-shedding cycles, cash generative business when things settle. long-term view hasn't changed, come back in 6 months
GPL sitting at R1.88 after that last close, gaming venues getting hammered by load-shedding but the restaurant side keeps ticking over. Market cap under R900m feels cheap if they can stabilise ops once power sorts itself, reckon thats the real catalyst here.
good morning everyone, pulled the latest afs on gpl, gaming revenue holding up decent
Good Morning Everyone, GPL sitting at R1.88 with market cap around 856m, gaming and restaurants is solid defensive play when rand gets hammered. Share count stable, institutional holding decent enough, eish the volumes can be thin but long term if they keep the venues turning over and load shedding doesnt kill foot traffic then this trades higher.
GPL trading at R1.88 is a joke honestly. Gaming and restaurants bouncing back hard post-load-shedding chaos, venues filling up again. Company's been bleeding cash but if they can stabilize the venue footfall and get margins working, R150 minimum this year. Mark it.
GPL sitting at R1.88 with gaming and hospitality exposure, and risk reward looks interesting from here. Venues getting foot traffic back post load shedding chaos, dividends getting reinvested, more eyes on the prize as sentiment shifts on the consumer side.
GPL getting hammered down 7.37% to R1.76 today, but I'm curious what triggered this. If it's just market noise and their dividend yield is still respectable, could be a decent entry point for patient holders.
Good Morning Everyone, GPL sitting at R1.75 with market cap around 856m rand, thats pretty tight for a gaming and restaurant play across SA. Venue foot traffic still depends on load shedding schedules and consumer spending which both look rough, hard to see where growth comes from next 12 months without new site openings or licensing changes.
GPL sitting at R1.75 and the gaming venues side is getting hammered by load-shedding and folks just staying home more these days, ngl. Hospitality plays like this need foot traffic and discretionary spend both firing at the same time, and we're not seeing either right now. Long game is there if they can trim costs and ride out the next couple years but the yield aint worth the pain if you're chasing income.
GPL getting hammered but gaming venues aren't going anywhere, load-shedding hit them hard last year and that's easing now. Risk/Reward is very compelling at R1.75, seen bigger buy orders stacking at close, catalysts moving forward with venue recovery. Patience looks like a real good idea here.
GPL getting beaten up but gaming venues are printing cash if you know where to look. Margins on those gaming floors are mental, way better than restaurant comps. R1.77 is basically giving it away after what they pulled in last year. reckon we see R2.50 easy once the market stops panicking about interest rates.
Pulled the latest SENS, gaming revenue holding up better than expected
Current R 1,80 — 50% of range
Fundamentals sourced from JSE disclosures. Updated quarterly.