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zed's been range bound for ages but the agri exposure is actually interesting when you look at the rand weakness angle. checked the latest sens and they're holding decent stakes in some solid operations, could work if food inflation keeps running. just not convinced management's squeezed all the value out yet.
zed sitting at r1.16 and the rand weakness should actually help agri plays like this long term, ngl. been holding through the volatility and the asset base is solid, just need better execution on the farming ops side.
zed bouncing around like a rugby ball but the farm assets underneath are real. rand weakness helps export plays, land values holding up better than most. at r1.16 you're getting portfolio stuff that actually produces food, not just speculation. catch the express train or wait for the next dip, either way beats sitting in cash.
ZED sitting at R1.16 but the agri exposure is real, not just a shell. NAV disconnect is the play here if you believe farming bounces back, but land prices and rand weakness keep dragging it. Boring hold for now unless we see a SENS pop on one of the portfolio companies.
ZED sitting at R1.16 is honestly where it gets interesting. Agricultural holdings aren't sexy but when you look at the rand weakness and food inflation, these assets become proper hedges. Nothing like Oceana or Astral which have their own operational headaches, but ZED's portfolio approach gives you diversified agri exposure without running farms yourself. Positioned perfectly for someone thinking five years out, not five weeks.
Look at what happened to Pioneer Foods and Afgri before they got proper scale, they were trading in the rand range for years. ZED's sitting on real agricultural assets and the land play alone is worth more than R1.16 when you look at what comparable agri holdings trade for. Everyone crying about no dividends yet misses the point, we're building the portfolio first. This is a five year hold minimum for anyone who actually understands where agricultural investment compounds.
ZED sitting at R1.18 is pretty brutal for an agri play. NAV been getting smashed for ages and the portfolio companies aren't exactly knocking it out the park either. Reckon farmland exposure should be defensive but feels like Zeder's just a discount bin for struggling agricultural assets at this point.
zed getting smashed but agri plays always cycle. land holdings alone worth more than market cap if you strip out the debt. been here before, patience pays. R1.18 is a gift imo.
zed sitting at r1.25 and basically giving away its agri assets at discount prices. land values alone should justify double that if someone actually bothered to do the math on what they own. problem is nobody wants to catch the express train on farming stocks when the rand is being murdered and load-shedding is killing input costs.
ZED sitting at R1.25 is pretty cheap for an agri holding with actual land and operational assets. Portfolio's been under pressure but the rand weakness should help exports from their farming ops. NAV discount is massive compared to peers, could be a value play if they sort the balance sheet out.
ZED sitting at R1.25 is decent value for an ag play with decent land holdings. NAV per share usually runs ahead of the price, that's where the margin of safety is. I put orders at R1.20 last month, got filled on a few. Long term these agri assets don't go backwards, just need patience on the rand weakness.
ZED's down 1.54% today but the underlying portfolio companies are grinding away on operational improvements, which should filter through as NAV accretion over the next 12-24 months if commodity tailwinds persist. The discount to embedded value keeps tightening for patient investo
Everyone's selling ZED today but honestly I think this dip is a buying opportunity, the agricultural story is still lekker strong neh. Why is everyone panicking over 0.77% when this could bounce back hard?
ZED catching 3.13% today, but the agricultural commodity exposure remains structurally challenged given rand weakness and volatile input costs. At 132 bucks, I'm watching the NAV discount more than the price action, though my capital allocation stays tilted toward offshore agri h
ZED climbing 3.13% today as investors rotate back into hard assets. When central banks keep printing and the rand weakens, these diversified agricultural and resource plays become the real wealth preservation tool versus sitting in cash.