to join the discussion
MMP sitting at R28.89 is lekker value if you're looking at the property side plus the international portfolio mix. Not many JSE stocks give you that diversification across UK, Europe and US equities plus SA commercial real estate in one ticket. Long term holding this is decent, beats trying to pick individual counters.
mmp sitting at r28.89 with that property and import portfolio is basically a vehicle for someone who cant be bothered picking stocks themselves, which is fine if you believe the rand tanks harder. trouble is they're competing with etfs that charge a tenth of the fees. property side is dead weight unless load-shedding somehow fixes itself by magic.
mmp sitting at r28.89 and the property portfolio plus those import distro arms actually give you real assets backing the price, not just hot air like some of these other holding cos. ngl if the rand stays reasonable the offshore equities should keep feeding it, long game play but beats sitting in cash hey.
mmp closed at R28 yesterday, sitting pretty on those property holdings. the import distro side keeps grinding and food processing is decent cash gen. if they ever unlock that sa property value on the balance sheet this thing could run hard.
Been through the latest AFS, property portfolio actually moving the needle here.
mmp sitting at r28.00 and honestly the property portfolio alone is worth a proper look. most holding cos trade at a discount but this one's got actual operational guts, food processing, logistics, not just shuffling money around. if they can sort the property side in sa and keep the international equities ticking over, reckon the discount tightens eventually.
MMP sitting at R27.02 and honestly the property portfolio plus those import distribution arms could be undervalued if they sort out the logistics side properly. UK and Europe equities are solid but SA property exposure is a bit of a wild card with load-shedding and all that. Reckon if they can streamline the food processing division this could pop, otherwise just collecting dividends waiting around.
MMP sitting at R27.02 with those property holdings in SA looking interesting given the rand weakness lately. International equity portfolio gives you some hedge but the food processing and logistics side is where the real play is imo, especially if logistics picks up. Holding long here, think theres value in the diversification angle they've got going.
MMP sitting at R27.02, property and import/dist portfolio giving decent diversification across UK, Europe and Far East. Food processing exposure in SA is interesting play on local demand, especially if load-shedding pressure eases on manufacturing. Risk/reward is very compelling at these levels, patience looks like a real good idea.
MMP sitting at R27.02 but the property portfolio is what interests me. SA commercial real estate beaten down but if they can unlock value there, especially with logistics angle, could be decent. Food processing side needs some momentum though, feels dormant. Let's get a contract, once the deals start, then it will run.
MMP taking a 14.72% hammering today is rough, but industrials cyclicality means you need to look beyond daily noise. I'm curious what triggered the drop since Marshall Monteagle's historical strength in procurement and supply chain management typically holds up during downturns,
MMP got hammered down 14.72% to R2683, which is brutal if you're holding leverage on this. In industrials, that kind of single-day move usually signals something structural rather than noise, so I'd want to see how it stacks against peers like Wesco or Hudaco to gauge if this is
MMP's 14.72% decline to R2683 today is sharp, but I've seen industrial cyclicals face worse during macro transitions. The real question is whether this reflects genuine earnings deterioration or sector-wide deleveraging; need to check where management guided earnings before panic