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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 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.
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 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
RNI consolidating near R58k after that modest uptick reflects the broader insurance and asset management malaise we're seeing across the sector. The rand's weakness versus dollar headwinds typically benefit Reinet's offshore earnings translation, but until we see meaningful capit
RNI up 0.91% today at R58021, I'm not mad about that small gain on a Monday. Been watching this one because it holds stakes in other companies so maybe it's like having a basket of eggs instead of one.
RNI's modest 0.34% appreciation today sits in stark contrast to the broader financials sector weakness we've seen on rate repricing concerns. The holding company's NAV sensitivity to rand weakness and emerging market equity valuations makes it a more leveraged play on EM recovery
RNI's modest uptick to R56,579 reflects the market's measured appetite for Richemont exposure through the investment vehicle structure, though the flat performance suggests investors are digesting the luxury sector headwinds that continue to weigh on the parent company's valuatio
RNI creeping up 0.16% today is the kind of grinding accumulation we saw back in 2003 when Remgro was quietly rebuilding value before the commodity supercycle really got cooking, so the lack of fanfare might actually be more meaningful than any sharp spike.
RNI holding steady at R56,491 with zero movement today suggests the market is digesting the underlying Richemont exposure and waiting for either stronger luxury demand signals or further rand weakness to justify fresh positioning, given the embedded currency tailwind potential if
RNI down 0.78% to R56338 feels like overreaction given their offshore diversification. Rand weakness should be working in their favour here, not against them.