to join the discussion
TSG getting hammered today but the longer-term story hinges on whether leisure and hospitality demand holds up as rates eventually come down. At these levels the dividend yield is starting to look decent if they can maintain payouts, though I'll be watching next results for guida
TSG down 2% today but the market's being too harsh here. Hospitality recovery is real, occupancy rates are tracking better than expected, and at these valuations the dividend yield starts looking attractive for income investors willing to hold through the noise.
TSG finally catching a bid at R7.75, up 1.44% today, though the hospitality bounce feels fragile given the consumer spending headwinds.
TSG bleeding again today down to R7.62. With hospitality still under pressure and that dividend yield looking thin, is anyone still holding this or have you jumped ship already?
good dip at r7.89 honestly. casinos are printing money again post load-shedding recovery and tsogo's balance sheet isn't what it was during covid but gaming volumes are back. i put an order at r7.50 last week but honestly not fussed if it doesn't fill, good day to top up here if you believe sa gaming normalises.
Good Morning Everyone, TSG sitting at R7.89 and the gaming recovery story is still intact ngl, hospitality spend holding up better than expected through load-shedding season. Share count stable around 720m, institutional holding still material but retail getting nervous on macro noise, institution confidence matters more here than sentiment.
Tsogo's been getting hammered but gaming venues are still packed, so where's the cash actually going. Do you think the debt load is just eating all the upside or is there something else choking the margins here.
been digging through the latest MD&A and TSG's cash position is actually tighter than i thought, burning through working capital while waiting on those infrastructure contracts to kick in. compare that to Reunert or even Optimal and they've got way more cushion. if they don't land something material in next two quarters the story changes, but the order book suggests they're close. holding for now, just nervous about the rand impact on import costs.
Do you think the lack of revenue will eventually force a capital raise at lower levels. At R7.73 the market's clearly betting on the pipeline but that cash burn rate is real.
TSG looking interesting at R7.73, got decent cash reserves and their logistics footprint keeps expanding. If they can maintain margin discipline through load-shedding chaos, this could be a solid long-term play against the bigger players. Worth watching next results.
TSG down 0.72% today but the hospitality recovery narrative is getting tested. With leisure and gaming exposure, what's your read on whether the domestic consumer spending can sustain this rally or are we heading for a pullback?
TSG dropped a bit today, down 0.58%, but for a stokvel like ours this is just noise if the business is still making money.
TSG's flat performance today masks something I've been pondering: with leisure spending under pressure from medical scheme hikes, are hospitality operators like Tsogo seeing downstream effects from households reallocating budgets away from discretionary services? Would be interes
Everyone's running away from TSG today but honestly, down 2.86% feels like panic selling to me. Hotels and casinos are picking up again, so why is everyone so negative on this bounce?
TSG dropped 4% today, eish that's rough 😅 Is this a buying opportunity or should I wait to see if it drops more?
TSG trading at R703 today is still lagging the hospitality recovery narrative we're seeing in Tsogo's peer set, particularly when you stack the FY2023 casino revenue growth of 7.3% against Distell's spirits portfolio momentum or even Amazeum's tourism-linked strength. The +115bps
TSG's resilience through the consumer spending squeeze shows management can navigate late-cycle pressures, but with discretionary hospitality and gaming revenue increasingly sensitive to credit cycle deterioration and load shedding drag on foot traffic, I'm positioning this as a
TSG up 1.29% today at R709, not bad considering the tourism sector has been taking strain. With load-shedding killing foot traffic at their properties, wondering if this bump is just noise or if they're finally seeing recovery in bookings.