Salungano Group (JSE: SLG) share price, discussion & sentiment

SLG popping 5.26% to 80 cents on decent volume, probably some buying interest after that recent dip but I'd want to see if this holds above the 82c resistance level before getting too excited.

SLG at 75c is sitting on a pretty tight valuation if they can grow earnings consistently, but the financials space is brutal right now with rate pressure and rising impairments eating into margins. Until we see some actual revenue traction and dividend sustainability returning, t

SLG sitting pretty at R0.84, asset mgmt plays solid long term

Pulled the latest results, balance sheet holding up

SLG sitting at R0.84 with market cap under R205m, that's thin but asset management plays can surprise when flows pick up. Risk reward is very compelling at these levels if they can grow AUM and stick to margins, patience looks like a real good idea here.

Market cap sitting at R205m is pretty tight for an asset manager. Worth watching if they can grow AUM.

slg sitting at R0.92 is mental for an asset manager with that fee base. problem is volumes are trash and every time it ticks up someone anonymous dumps 50k shares. rinse and repeat. if they can get flows moving and stop the stop loss raids this could run but right now its just weak hands getting shaken out.

R1.50 easy, book it happening soon

went through the latest numbers and slg's aum is basically flatlined year on year, that's concerning when you look at what coronation and allan gray are doing. margin compression on fees too. the r0.92 valuation feels okay on that basis but theres no real growth catalyst i can see, just a slow bleed.

Market cap of R205m for an asset manager is pretty grim.

SLG sitting at R0.91 with that R205m market cap, eish, feels like theres some value here if you believe in the asset management story. Problem is the volumes are kak and theres bigger players doing the same thing. Long term only works if management actually grows the AUM, otherwise youre just holding a shrinking pie.

Pulled the latest AFS, cash position solid for asset mgmt play

Been reading the latest SLG filings, balance sheet holding up alright

Asset managers getting smashed this cycle, rates still high and retail flow is weak. SLG at R0.91 is pricing in a lot of pain but the fees on AUM are still sticky if they keep clients. Long-term view hasn't changed, waiting to see how many redemptions they announce in the next results.

market cap of R205m is tiny for an asset manager, even locally. hard to compete with the big boys when you're that small. could read as why the pea's been stuck at R0.85, volume's been dead. question is whether they're actually growing AUM or just treading water.

SLG's market cap sits around R205m which feels light for an asset manager with institutional reach, ngl. The spread between what comparable mid-tier firms trade at and where SLG sits suggests either the market's sleeping or there's real operational headwinds we're not seeing yet. Either way, if they can grow AUM steadily and keep costs down, positioned perfectly for a rerating once sentiment shifts.

Good Morning Everyone. SLG closed R0.85, market cap sitting around R205m which is pretty lean for an asset manager. Need to see if they can grow AUM and actually cut costs, otherwise just shuffling around with retail clients. Compare that to larger peers and the gap is real.

R0.85 is pretty cheap for an asset manager tbh, especially if they're picking up more mandates. the whole financials space got hammered but slg's got room to run if they can grow aum and keep costs down. holding for the long game here.

SLG sitting at R1.00 is pretty lean for an asset manager with institutional backing. If they can keep fees sticky through load-shedding chaos and get some traction on the retail side, could be decent value here. Market cap of R205m means it doesn't take much volume to move it either. Might be one for the patient money.

Not sure about this one. R1.00 and R205m market cap, where's the actual earnings coming from. Asset management needs scale to work, do they have it or are they still burning cash trying to get there.