South32 (JSE: S32)

57.01 and climbing, nice to see.

57.01, up 2 percent. Nice start.

r57.01, nice move up today.

56.20, down again. What's the story?

56.20, good day to top up.

57.69 now, good day to top up.

R57.69, that's lekker. Up nearly 3%.

Picked up more S32 at this dip, dividend yield sitting around 5.8% and the copper exposure still makes sense given where we are in the cycle.

S32 trading near R46 with dividends still flowing decently despite commodity headwinds, and the diversified portfolio across copper, nickel, and coal gives it more resilience than single-commodity plays when the cycle turns. Long-term the balance sheet is solid enough to ride out

S32 up 4.63% today on the back of firmer commodity prices. Dividend yield is sitting around 7% at these levels, which is decent if you believe the cycle has legs.

S32 up nearly 5% today on the back of commodity strength, though the dividend yield is still only 3.8% so you're really betting on further upside rather than income.

S32 trading at R47.33 with that flat close tells me the market's still pricing in commodity headwinds. Diversified exposure across coal, alumina and manganese gives it some buffer, but until we see clear upside on volumes or pricing power, the dividend yield needs to justify hold

Grabbed some S32 at R49.50 after that 11% pop on the back of better commodity pricing, reckon the dividend yield justifies holding through the volatility even if we're not out of the woods yet on the macro front.

manganese recovery looking thin ngl, needs real demand

manganese royalties getting squeezed, nickel exposure isn't helping either. R45 looks heavy when you think about where capex is heading. ngl, waiting to see if they actually cut the dividend or just talk about it.

Pulled the latest results. Nickel and aluminium margins getting squeezed ngl, but long-term view hasn't changed.

interesting numbers on the manganese side of things, s32's realizing better prices than where spot was trading last quarter but volumes are still soft. fwiw the real question is whether they can hold margin when the rand strengthens, cos most of the upside pricing wise got priced in already imo. long term story is still there but near term might be choppy.

S32 dropping 1.64% to R48.52 feels like profit-taking, especially with commodities still showing decent support.

S32 sitting pretty at R53.38 with those dividends coming through. Diversified across nickel, manganese, zinc, real hedge against single commodity risk. Comparing to BHP or Rio they're under-valued imo, especially with the manganese spreads staying decent. Holding long.

s32 sitting at r53.38 and honestly the yield is lekker if you're in for the long game. nickel and manganese exposure gives you a decent hedge against rand weakness, beats sitting in cash. diversified enough that one commodity tanking won't kill you like the single-play miners.