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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.
SHC down 0.84% today but honestly these daily moves don't shake me, I'm just sticking to my R1000 monthly into the diversified stuff and letting time do the work. Three, five, ten years from now the consistency matters way more than worrying about what it's doing today.
Bought another R500 worth of Shaftesbury at R2874 today, the price barely moved so I reckon it's stable enough for my monthly injection.
Shaftesbury dropped a bit today but I'm not worried about small moves like this, been adding my R300 every month anyway and the long game is what matters to me.
The 1.72% pullback to R2861 warrants scrutiny into whether this reflects genuine deterioration in underlying asset valuations or merely profit-taking, particularly given the sector's sensitivity to commodity price volatility and rand strength headwinds.
Shaftesbury's current pullback to R2867 presents a compelling entry point for those with a multi-year horizon, particularly given the counter's exposure to commodity price cycles and potential resource sector mean reversion that often blindsides retail traders focused on the macr
SHC sitting at R2956 with that modest uptick today, but the real story here is whether management can execute on their asset portfolio rationalization while maintaining dividend sustainability through this commodity cycle. At these levels you're pricing in fairly conservative ass
SHC pushing through R3015 with that modest 1.41% gain today, nothing dramatic but the steady accumulation in a Resources play does catch my eye when conviction's building across the sector.
SHC up 1.41% today, but I'm curious whether the market is pricing in real logistics cost pressures we're seeing at farm gate level or if this is just technical noise. With agricultural input costs still elevated, does anyone here have visibility on how their supply chain economic
SHC sitting flat at R3073 while the sector wrestles with commodity headwinds, so I'm holding my position and letting the farm work itself out before deciding whether this drilling business justifies the patience.
SHC down 1.59% to R3100 today. Mining services are cyclical and this stock has been volatile—need to see if they land new contracts or if this is just profit-taking after a run.
SHC down 1.94% to R3089 — if they're still generating cash from the shaft sinking contracts, this dip might just be noise. What's the actual debt situation looking like lately?
SHC at R3150 is looking thin compared to the mining services heavyweights. That 0.64% crawl suggests the market's still sleeping on shaft sinking demand.
SHC at R3108 climbing 0.88% feels like people are sleeping on the execution risk in their current projects. That uptick doesn't reflect the capex intensity ahead.
SHC at R3044 down 0.62% today — mining services in SA have structural headwinds with load shedding killing productivity, but deep shaft expertise stays relevant if Sibanye or AngloGold actually restart expansion capex. Problem is the visibility on that capex is terrible right now
SHC up nearly 3% to R3048 - mining services finally getting some love as gold prices hold firm. Question is whether this sticks or just another pump before earnings.