JI
Replying to Scandi64 on $SLM“@scandi_jse64 rates aren't staying high forever though, inflation cooling down fast”
jim4@jim_jse4·Neutral
@scandi_jse64 yep, rates come down and this thing runs
Sanlam (JSE: SLM) share price, discussion & sentiment
R 90,27+R 0,45 (+0.50%)
OpenR 89,82
Prev CloseR 89,82
Day HighR 90,27
Day LowR 90,27
Bid / AskR 90,27 / R 90,27
Volume10.28M
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RA
Replying to Bayman on $SLM“Balance sheet holding up well through the rate environment, that's what matters here ngl”
Rawssy@rawssy_links·Neutral
Pulled the latest SENS, balance sheet still solid through this rate cycle
TH
Replying to Scandi64 on $SLM“@scandi_jse64 rates aren't staying high forever though, inflation cooling down fast”
Thuli N.@thuli_dd·Neutral
@scandi_jse64 yep, rates come down and this thing moves
BU
RE
Replying to BULLHAMMER on $SLM“RUN SLM RUN!!!”
replicant2209@replicant_2209·Neutral
@bullhammer_sa yep, finally some sense in here
BA
Replying to Scandi64 on $SLM“Dividend yield still looks decent at these levels, ngl. Question is whether earnings hold up if rates stay high.”
Bayman@bayman_jse·Bullish
Balance sheet holding up well through the rate environment, that's what matters here ngl
SC
Replying to Scandi64 on $SLM“Dividend yield still looks decent at these levels, ngl. Question is whether earnings hold up if rates stay high.”
Scandi64@scandi_jse64·Neutral
@scandi_jse64 rates aren't staying high forever though, inflation cooling down fast
ST
Steel@cape_steel·Neutral
Life book still generating decent cash even with the rate environment. Balance sheet holding up fine from what I can see.
JA
MO
Mogale K.@mogale_morning·Bearish
Good morning everyone SLM holding above 90 rand pretty steady. Insurance book still looking solid from latest update.
BU
SC
Scandi64@scandi_jse64·Neutral
Dividend yield still looks decent at these levels, ngl. Question is whether earnings hold up if rates stay high.
RE
replicant2209@replicant_2209·Neutral
Sextant nailed it, the asset management play is where this goes. Balance sheet's solid, dividend's locked in, and they're growing that offshore book while the banks are drowning in bad loans from load shedding. Patient money wins here, SLM's not a quick flip.
JA
Replying to CoachBombay on $SLM“@guppy_jse spot on, that dividend yield is hard to walk away from”
Janet M.@jozi_janet·Neutral
@bombay_coach ja the yield is juicy hey, not letting this one go
MU
Replying to jim4 on $SLM“@franco_cape yeah man, stuck in neutral. waiting for something to actually move the needle.”
mumu@mumu_data·Neutral
@jim_jse4 yeah man, needs a catalyst. balance sheet solid but price stuck.
FR
BU
JI
Replying to Franco C. on $SLM“R90.34, eish. Sideways hey.”
jim4@jim_jse4·Neutral
@franco_cape yeah man, stuck in neutral. waiting for something to actually move the needle.
SE
Sextant SA@sextant_za·Bullish
Balance sheet strength and that dividend yield puts SLM in a different spot to the banks right now, especially with load shedding hammering their loan books. The asset management division growing offshore is where the real upside sits, less rand dependent than pure insurance. Positioned perfectly for patient money.
CO
Replying to GUPPY on $SLM“SLM holding R90.34 pretty well given the macro noise. Life book is solid, dividend yield still sitting around 7% which beats most of the ban…”
CoachBombay@bombay_coach·Neutral
@guppy_jse spot on, that dividend yield is hard to walk away from