Zeder Inv LTD

Not sure about ZED here. R129.00 feels like fair value, not a screaming buy.

Zeder Inv LTD down 3.7% today. ZED at R129.00, still deciding.

Zeder's agricultural exposure represents a defensive hedge within the commodities complex, particularly as global food inflation pressures mount and emerging markets redirect capital toward agribusiness infrastructure. While the holding company structure introduces valuation drag

ZED down 2.29% to R128 today. Agricultural plays getting smashed on rand weakness and input cost concerns—this one's stuck in the cycle until commodity tailwinds show up.

ZED at R132 down 0.75% is still sitting on decent agricultural exposure through its holdings, but the real question is whether management can actually generate returns better than just buying the underlying companies directly. Agricultural commodities are cyclical as hell and I'm

ZED down 0.75% to R132 today — agriculture plays always get nervous when commodity cycles wobble. Question is whether their portfolio companies can weather this or if we're just seeing profit-taking.

ZED dropping to R131 is where I'd start looking closer — agricultural plays have been punished lately but this JSE agri-play might offer value if the rand stabilizes.

ZED at R129 is still wrestling with land reform uncertainty and weak commodity cycles, but the +2.38% pop today suggests someone's betting the agricultural tailwinds are finally shifting. If grain prices hold and they tighten operations, there's upside here over 18 months—just do