Sabvest Capital (JSE: SBP) share price, discussion & sentiment

Took the dip on SBP today at R145.05, down 5.20%, because at this price the discount to NAV is starting to look interesting for a patient holder.

sbp sitting at r145.01 but nav per share is what matters here. holding company discount is real, been watching the portfolio mix and some of those underlying positions are solid. question is whether management can actually compound value or if we're just bagholding a discount to intrinsic. reckon it depends on how they deploy cash over next 18 months.

SBP playing like the Sharks, all potential no tries

R180 by end of year, positioned perfectly.

Do you think the investment holdings model even works anymore in SA? Sabvest sitting at R145.01 but most of the big money is just buying the underlying stocks direct instead of paying for the holding company discount. Where's the actual value add versus just owning Zeder or Bravura or whatever they hold.

SBP sitting at R149.00, just below that R150 resistance. Holdings portfolio is looking lean compared to the cash position, reckon management's being selective on deployment which is either smart or they're struggling to find value. NAV per share versus the discount is starting to tighten up if you dig into the latest numbers.

SBP sitting at R149.00 with R150 right there, holding company plays always look cheap until they don't. Nav discount getting silly if you believe the portfolio, but that's the game with these things, you're betting the board actually knows how to allocate capital better than you do picking stocks yourself.

SBP sitting at R149.00, just below R150 resistance. Holdings portfolio needs some catalysts, NAV discount is wide but that's typical for investment companies. Real question is whether management can unlock value in the underlying assets or if we're just sitting on cash waiting for something to happen.

SBP sitting at R149.00, basically at resistance. Problem is the rand weakness is eating into offshore returns and the holding company discount is brutal in this kind of macro environment. Long-term view hasn't changed but you're fighting inflation and rate cycle headwinds on the NAV, markets are shaky but that's when real value shows up. I'll keep holding as long as it takes.

SBP up 0.63% today, sitting at R15,799, but I'm trying to understand if the holding company discount is still as bad as it was or if management is doing something with the portfolio lately.

SBP's 3.23% move today seems disproportionate to any fundamental shift in underlying portfolio valuations. Has anyone modelled the embedded value sensitivity to the recent equity volatility, or are we just seeing algorithmic flows chasing a breakout above technical resistance?

Anyone else holding SBP here? Just saw it up 1.33% today and wondering if this holding company is worth the R15200 price or if I should look at something else for my first proper investment.

SBP down 2.6% to R15400 feels like panic selling. Their portfolio companies are generating decent cashflow and the discount to NAV is getting ridiculous at this level.

SBP at R14500 finally showing some life with that 1.39% bump, but we're still trapped in a narrow band until it breaks above R15k convincingly.

SBP dropped 0.73% to R13800 today but I'm holding—the discount to NAV is still juicy enough that I don't panic sell on minor pullbacks like this.