Vunani (JSE: VUN) share price, discussion & sentiment

Been reading the latest results, balance sheet holding up ok

vun sitting at r2.64 is decent value if you look at the net cash position and the advisory pipeline they've got. banking services aren't dead, just cyclical. picked up more at r2.50 last week, not selling at these prices.

VUN's been a slow bleed for ages, ngl. At R2.64 you're betting the investment banking side actually recovers when corporates start doing deals again, but that's not happening while everyone's sitting on cash waiting for rate cuts.

vun's been stuck around the R2.60s for ages, advisory fees aren't growing and equities trading is thin. why would anyone hold this when there's better performing financials out there. dead money imo.

VUN grinding higher at R2.01 today, but the volume's been thin lately. Anyone seeing accumulation in the dark pools or is this just retail dribble?

good morning everyone, vun sitting at r2.00 and the institutional boys been quiet on the holding side. revenue pressure from advisory fees but equities trading desk actually moving some volume. ngl if they can tighten cost base the margin story gets lekker real quick.

r3.50 by end of year easy

VUN sitting at R2.00 is decent value for an investment bank, especially if they can land some proper mandates. The real question is whether they can grow earnings off a smaller balance sheet than the big four. Once they get traction on advisory fees and equities flow, the multiple should expand.

been reading through the latest financials and vun's really had to fight for margin in this space, but the advisory book looks solid compared to where it was two years ago. wealth management fees holding up better than equities trading which is getting hammered everywhere, so ngl there's something there if they can keep the institutional client base sticky through the next cycle.

Good Morning Everyone, institutional holdings at 18.7%, down from 21.2% last week

R1.07 now, brutal day

Eish, R1.07 now. This is rough hey.

algos hammering the stops hard today, same pattern every time

VUN up 2% today at R204, but I notice the big banks like Absa and Standard are moving faster this week. Maybe the smaller financials need more time to catch up?

That 17.92% jump on VUN feels disconnected from fundamentals, especially given the financials sector's headwinds and tight lending margins that haven't materially improved. The spike suggests momentum trading rather than valuation reassessment, so I'm staying cautious until we se

Scaled into VUN at R212 last week and it's now printing R250, so I'm letting this run higher given the momentum break above the 200-day and strong relative strength against the financials index.

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.