Reinet Investments S.C.A (JSE: RNI)

443.97 now, that's lekker movement.

443.97 now, up 2%. Nice start to the day.

436.76 now, let's gooo!

436.76, catching the express train today

Good Morning Everyone, 436.76 up 2.04% today!

RNI sitting at R447.49 with that juicy 3.2% yield, but the P/E's stretched compared to peers. Anyone reckon the discount to NAV justifies holding through a rate cycle turn, or is the market pricing in structural headwinds on the portfolio companies?

RNI sitting at R444.56 with that offshore exposure. Anyone reckon the rand weakness is actually helping the NAV more than the market's giving it credit for, or are we just paying a bigger discount to intrinsic value here?

RNI closed at R475.00 and honestly the diversification across financial services and African plays is what keeps me here. Not sexy like a pure play but the portfolio's doing heavy lifting when you look at what they're holding. Been beat up enough that valuation's starting to make sense vs the asset base underneath.

RNI sitting at R475.00 feels cheap for a holding company with that portfolio depth. Diversified plays across SA financials plus African exposure, not many other vehicles give you that spread without the drama. If rand stays wobbly this could be the express train for offshore hedge types. Big dogs dont cook they eat.

rni at r475 is looking solid tbh, that nav backing is legit and you're getting exposure to some decent financial assets without the single stock risk. been holding for a while and the dividend helps too. plenty of upside if the rand steadies and those underlying businesses keep performing.

Been reading through the latest RNI statements. The underlying portfolio value is there, you're basically getting a bundle of decent quality financial services assets at a discount to NAV. Management hasn't been flashy but the capital allocation into those African plays has quietly added real optionality over the last few years. Question is whether the market ever reprices this thing or we're just collecting dividends waiting for a catalyst.

RNI off 0.72% today but the holding company discount hasn't budged much on the NAV. At these levels the dividend yield is still respectable if they maintain distributions, though you're banking on Berkshire appreciation and their other stakes performing.

RNI down 3% today but the dividend yield is still sitting pretty at around 4.5% on these levels. Anyone else thinking this is panic selling or are there fundamentals shifting that I'm missing?

RNI sitting at R513.54 but the real question is whether the rand weakness and higher rates are killing returns on the African portfolio. Holding company discount is brutal when EM outlook is this shaky, inflation still eating into everything. Long-term view hasn't changed though, the assets are there, just takes patience when SA is this messy.

RNI closed at R513.54, sitting just above that R500 level. the whole holding company play hinges on whether management can unlock value from the portfolio, especially with the rand weakness hitting offshore assets. comparing to similar vehicles, the discount to NAV is still chunky but at least the dividend yield keeps you honest while waiting for a proper breakout.

RNI sitting at R513.54, holding above R500. Portfolio companies need to show earnings growth, that's what moves this. Holding company discount is real but once the underlying assets start performing you get rerating, happens every time.

Good morning everyone, RNI SENS filing [LINK]

RNI taking a knock today at R570, but the underlying portfolio of quality assets still trades at a discount to NAV which is the real story here. With Richemont holding strong and dividends flowing through, the valuation gap keeps presenting opportunities for patient holders.

RNI up 1.08% today, not bad but honestly I'd probably just grab some CLIDX and call it a day instead of picking individual stocks like this. What's driving the move though?

RNI trading at R56349 represents a holding company discount versus its underlying portfolio of financial assets, particularly when benchmarked against Remgro's more transparent NAV disclosure methodology. The structural inefficiency here mirrors what we saw in Berkshire's early y