to join the discussion
SPG closing at R1600 today with that 2.70% pop, but has anyone dissected the latest SENS filing on their fuel hedging positions. I'm trying to establish whether this bounce is momentum off improved logistics volumes or if there's some off-balance sheet covenant relief happening t
Everyone's pumped about SPG up 1.55% but I'm wondering if the logistics space is getting ahead of itself with rising fuel costs eating into margins. Am I missing something or should we be more cautious here?
SPG dropping 1.76% today but the daily chart shows it's holding above the 200-day moving average better than most industrials peers. Compared to Grindrod Shipping or Datatec, SPG's price action remains relatively composed without those dramatic reversals we've seen elsewhere in t
SPG trading down 1.97% but I'm curious if anyone's tracking their dividend trajectory here - the fuel distribution model should generate consistent cash, so the question is whether management maintains payout discipline or if this dip presents a reasonable entry point for dividen
SPG trading at R1608 on a down day while the broader industrials sector grapples with logistics headwinds, but the outfit's diversified footprint across fuel, food, and convenience retail gives it better resilience than pure-play transport logistics plays like Grindrod Shipping o
Super Group's valuation at R1650 remains anchored to near-term earnings headwinds rather than the structural advantages embedded in its logistics and fuel distribution networks across Southern Africa. With the yield curve still pricing terminal rates above 8.5% in real terms, SPG
Super Group's logistics and fuel distribution footprint across Southern Africa presents structural tailwinds, but I'm concerned about the sustainability of current margin expansion given the cyclicality of fuel spreads, currency volatility impacting dollar-denominated debt servic
SPG down 1.53% today but the logistics play still trades at reasonable multiples given the freight volumes moving through SA ports. Question is whether earnings growth can keep pace with the valuation at these levels.
SPG down 2.24% to R1699 while Grindrod Shipping's up on container demand tailwinds - logistics plays moving in opposite directions today. Super Group's exposure to used vehicle sales feels more defensive when freight gets nervous.
SPG -1.7% today. R1700.00 next level of support to watch.
SPG at R1714 is down less than 1% today but the real question is whether they can maintain logistics momentum as interest rates eventually normalize. Their freight volumes are solid but margins get squeezed if fuel costs spike again.
SPG at R1763 and up 4.44% today—the logistics play is finally getting some traction but we need to see if this holds through the next earnings cycle. Transport costs are brutal right now, so unless they're showing real margin expansion, this rally could be another false start.