Premier Group Limited

Picked up some PMR at R18370 today, up 0.86% which is the kind of slow and steady move I actually want now instead of those crazy crypto swings.

PMR pushing up 1.45% today on what looks like steady consumer demand. The thing is, at this valuation you need to see revenue growth actually accelerating, not just holding the line, otherwise you're just waiting for the market to get bored.

PMR's uptick to R17936 feels disconnected from the reality I'm seeing on the ground. Footfall across their wholesale and retail operations has been anaemic despite the rand's weakness providing tailwinds, and their like-for-like sales momentum doesn't justify holding this valuati

Just grabbed some PMR at R17515, down a bit today but I reckon it's a decent entry point for the long game.

PMR's modest 0.69% gain today sits in sharp contrast to the broader consumer discretionary weakness we're seeing as rand strength compresses margins across the sector. Against peers like Shoprite, Premier's exposure to premium positioning shields it from the volume compression pl

Premier's valuation at R17620 offers limited margin of safety for a business facing structural headwinds in its core distribution and manufacturing segments. The company's embedded value remains opaque without transparent ROIC metrics, and until management demonstrates meaningful

PMR down 0.83% to R17302 while Shoprite's been grinding higher—tells you consumers are still fragmented on spending. Premier's got the distribution network but can't seem to find the same momentum.

PMR stuck at R17446 with zero movement today - is this the calm before earnings or are we just treading water here? Their consumer segment recovery needs to actually show up in numbers soon.

PMR down 1.75% today to R16853 — is this retail weakness or just profit-taking after that recent run? Hard to justify the valuation if discretionary spending stays under pressure.