Shaftesbury Capital (JSE: SHC)

29.50 now, down again today. Eish.

29.50 now, down a bit today.

30.00 now, let's gooo!

30.00 and climbing. Finally some life in this thing.

30.09 now, down again today. What's going on with SHC?

R30.09 now, down 2.34%. Eish.

30.09 now, down a touch today.

R30.18 now, down a bit. Holding.

30.18 now, down a touch.

30.18 now, down a bit but holding.

SHC sitting at 31.64 after a modest uptick, but the real question is whether the resources play justifies the valuation when commodity cycles are this uncertain. Revenue generation looks thin relative to market cap, so you're betting on operational improvements or a proper upswin

SHC at R31.52 is still pricing in a fair bit of caution around its portfolio exposure, and until management demonstrates consistent cash generation from their asset base rather than just asset shuffling, I'm not convinced the dividend yield justifies the risk in a cyclical resour

SHC at 32 rand is trading near 52-week lows, which typically signals capitulation in cyclical plays. If the company can maintain its dividend yield while commodity tailwinds return, we could see meaningful upside from here, but the near-term macro headwinds in resources remain a

SHC down less than 1% but the selling feels overdone given the property fundamentals haven't actually deteriorated. If you're looking at the dividend yield and comparing to where rates are heading, there's value being gifted here at these levels.

SHC's up nearly 2% today but the real story is whether this outfit can leverage its resources exposure into consistent earnings growth over the next 18 months. At current levels you're paying for a turnaround narrative, so you need to see actual revenue traction and margin improv

SHC taking a knock today at minus 2.55 percent, probably profit-taking after the recent run. The dividend yield is still attractive for income investors if the operational headwinds aren't structural.

SHC popping 1.48% today, probably relief off the back of some commodity tailwind or just mean reversion after that recent weakness.

SHC up 3.66% today and that pop makes sense given the rand weakness we're seeing. At this price point the yield looks decent for a resources play, though you've got to keep an eye on the actual cash generation versus the headline numbers.

SHC's up 2% today but the real question is whether this capital allocation story holds up when commodity cycles turn. At these valuations there's merit if management deploys capital thoughtfully, though the leverage and cyclicality mean patience is essential for long-term holders

SHC creeping up 0.42% while the broader Resources index sits flat. That's a bit of outperformance compared to the sector heavyweights which have been rangebound, though honestly the volume looks thin enough to not read too much into it yet.