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VUN's modest 0.95% pop feels disconnected from the underlying dividend story: if management maintains its historical payout discipline, there's real value being overlooked at this price level. The financials sector is pricing in doom scenarios that don't quite match the company's
Been watching VUN sit at R212 and thinking about this one for the long game. If they keep doing what they doing inside those branches, this financial play could turn out lekker in a few years when things pick up.
VUN at 260 is trading at what valuation exactly? The 1.5% dip today feels like noise if the underlying insurance book hasn't deteriorated, but I need to see their latest embedded value numbers before getting excited.
VUN up 19% today to R264 is classic pump-and-dump energy, dumping half my position into this spike before reality catches up.
Vunani down nearly 5% today at R210 - their advisory fees must be feeling the pinch, holding tight to see if this stabilises or if there's deeper trouble brewing.
VUN down 6.36% to R221 today, but the real question is whether this fintech play can actually scale beyond niche retail clients when the big banks have distribution on lock. Balance sheet looks decent enough for a recovery play, just depends if they can prove the business model w
VUN dropping 6.36% to R221 is typical noise for a mid-cap financial services play, but the real question is whether their BEE credentials and JSE listing strategy can compete as bigger players consolidate. Two years out, this hinges entirely on whether they can grow earnings fast