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.
Shaftesbury Capital PLC
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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.