to join the discussion
bread and flour business in a load-shedding economy, what could go wrong. still cheap at R175.24 though, bakeries aren't going anywhere and the margin story improves when energy sorts itself. fair play to anyone holding through the noise.
PMR sitting at R175.24 and the milling side is actually steady even with load shedding hitting everyone. Margins squeezed but retail bread demand doesn't just disappear, people gotta eat. Compare that to some of these other consumer plays getting smashed, PMR's got real assets and distribution. R200 minimum mark it.
Pulled the latest numbers, margin pressure is real but distribution holding up ngl
pmr holding up pretty well at r175.24 honestly. bakery and milling is boring but it's stable cash, not sexy like tech. if load-shedding gets worse that's a real risk for their production but the distribution network is solid. long game for me, not expecting fireworks just steady dividends.
Just topped up my PMR holding at R17562 even though it dipped slightly today, because I'm thinking long term and this consumer goods play still makes sense for my portfolio.
PMR up 1.04% today, is that a good sign or just normal movement?
Been in banking long enough to see what people buy when times get tough and when they splurge, and Premier's got those everyday brands people keep buying no matter what. At R18,025 the share's up nicely today but I reckon the real money's in holding this for the next few years be
PMR's modest 0.88% pop today masks the real question: is the 12-15% NIM compression we've seen YoY structural given input cost inflation, or does management have levers to recover it through volume discipline and SKU rationalization? The market seems to be pricing in mean reversi
Premier's structural position in fast-moving consumer goods remains compelling if management executes on margin recovery and working capital optimization, but the real test is whether they can grow top-line at mid-single digits while expanding EBITDA multiples from current mid-8x
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.