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RMI's 2% pullback to R48 presents an interesting technical entry, but I'm struggling to reconcile the valuation against the current yield curve backdrop. With SA real rates elevated and the embedded value economics under pressure from persistent NIMs compression, how are holders
RMI's 2% decline warrants scrutiny into whether this reflects justified repricing of embedded value or merely sector-wide pressure, given the bank's exposure to rate volatility and the persistent question of whether management can sustain ROICs above cost of capital in a tighteni
RMI pushing through R49 this morning with a solid 2% pop, likely catching some relief from the broader financials recovery on SENS flow. Hard to get too excited without seeing the latest earnings trajectory, but the momentum into this level suggests some institutional conviction
RMI at R15.80 is still nursing those insurance sector headwinds, but the dividend yield keeps it interesting for income investors willing to tolerate the volatility. Real question is whether they've actually stabilized their underwriting or if we're just seeing a bounce.
RMI at R15.80 up 0.18% - crawling higher but needs something more substantial to break through resistance
RMI crawling up 18 cents to R15.80 feels like someone finally noticed the dividend yield again, but we need to see if this sticks above R16 before getting excited.
RMI just up 0.18% to R15.80 — is anyone else wondering if that dividend yield is enough to justify holding through this insurance cycle downturn, or are we waiting for cat bond spreads to reset?
RMI at R15.80 is creeping up while the broader financials sector struggles. Compare that to Sanlam's relative stability — RMI's still playing catch-up on fundamentals.
RMI at R15.80 is stuck in a narrow range, but the insurance consolidation play still has merit if they can stabilize claims ratios. Problem is, every time it looks ready to break higher, economic headwinds pull it back down.
RMI crawling up 0.18% to R15.80 on a day when financials should be moving more. Book value at these levels doesn't justify the premium if underwriting profits keep compressing.
RMI grinding up 0.18% to R15.80 isn't exactly setting the world alight, but at least it's not selling off like half the financial stocks today.
RMI crawling up 0.18% to R15.80 is hardly inspiring. Insurance consolidation plays need momentum, and this flatline suggests the market isn't convinced yet.
RMI crawling up 0.18% to R15.80 but that's pocket change — waiting for actual earnings catalysts before adding more to my position.
RMI sitting at R15.80, barely moving today. Need to see if they can prove the insurance book is actually stabilizing or if we're just treading water.
RMI at R15.80 is barely moving, which tells you the market's lost interest in this insurance play. Until they show real underwriting discipline and stop burning cash on dodgy claims, this stays dead money for the next 12-24 months.
Picked up more RMI at R15.80 today, that 0.18% creep is boring but the dividend yield still beats most banks right now.
RMI at R15.80 is still trapped in that post-rights issue funk where management needs to prove the capital deployment actually moves the needle on returns. The insurance consolidation story is tired unless they can show underwriting discipline improving.
RMI holding steady at R15.80 today. Insurance stocks lekker quiet lately, but the dividend yield is still sharp if you're in for the long game.
RMI creeping up slowly at R15.80. Insurance stocks feeling lekker lately, might be worth averaging in on the dips.