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Stock Watch Thread
(02-07-2017, 02:35 PM)Purply Wrote: That is exactly my problem currently, I've invested everything I have with almost nothing in the green, so selling to buy more of something else is not an option at this point in time.

The waiting game, she is a bitch.

I am feeling you, I sold some Rolfes to buy AXL with the hope of profiting quickly on AXL to buy more TAS.
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Down goes MTN

JSE Finance Forum Attachment - Filename: C4I3iTjWQAEYsZS.jpg   
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So technically speaking, if MTN dives, Vodacom should thrive in the short term?

(02-08-2017, 02:13 PM)Purply Wrote: So technically speaking, if MTN dives, Vodacom should thrive in the short term?

Correct
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(02-04-2017, 03:30 PM)Spreadsheet Ranger Wrote:
(02-04-2017, 12:04 PM)Bundu Wrote:
(02-04-2017, 12:59 AM)Spreadsheet Ranger Wrote:
(02-02-2017, 01:07 PM)Bundu Wrote: I'm not sure why EE calls a share that has traded 33.5 million shares in 4 hours not liquid?
Did not even see your in here!

Hello

Yea I wonder how they work behind the scenes, do they buy shares upfront or something?

Hi Smile

yes, why would they treat this share differently? Why would they try and 'nanny' their customers, especially when it does not look like their reason is valid?

WEIRD!?

Maybe @jonobruton can shed some light on how this works?

Hi,

Chatted to our risk guys at EasyEquities -

Here is their response:

Quote:1.      With AXL we have been increasing the liquidity in line with our normal new listing method.
2.      Our offered liquidity has already doubled.
3.      33 million shares is still less than ZAR 15million, which is low liquidity by market standards (Naspers trades that every 2 minutes). This is a relisting of a share that went off the board don’t forget.
4.      When statistically valid information is available the limits will adjust.  
5.      Clients must remember that tens of thousands of clients are potentially trading at any moment…



Hope this clears things up Smile

That is really good to know, thank you jonobruton

@jonobruton Thanks so much for the feedback, really appreciate it! #EasyE
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not to be difficult, but if ABSA told me I can only buy so many of any specific company, I'd be pissed off

Two of Buckley’s largest positions are South Africa focused Finbond Group and Tastes Holdings. Taste Holdings has recently secured the rights to operate under Domino’s and Starbucks brands for the next 30 and 25 years, respectively within South Africa. The market is completely ignoring this fact. According to Buckley’s analysis, the group, which also owns a jewelry business and some other food businesses, will generate R105 million of EBITDA in the next financial year. Applying a multiple of nine times next year’s EBITDA gives a market value of R945 million.

Taste’s current enterprise value is R960 million. The market is completely ignoring all of the group’s other businesses. Assuming the other businesses to attract a similar multiple to those already listed, Taste’s shares could be worth 178% more than the R1.80 paid. Before acquiring Dominoes and Starbucks, the group compounded earnings at 23% annualized for eight years.
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Don't get me wrong, I love TAS, but every time I read an article about them it sounds extremely positive and yet they rarely get anywhere.
Starting to wonder if their articles aren't written by people that have a vested interest in the company itself.

That being said, think I'll climb onboard the TAS train come Monday Smile

I have the same sentiment regarding TAS, so much positive articles and news, yet clearly the market sees something else. They must probably have an incredible PR department Tongue

(02-09-2017, 09:19 AM)Outlook Wrote: I have the same sentiment regarding TAS, so much positive articles and news, yet clearly the market sees something else. They must probably have an incredible PR department Tongue

/Sends Outlook and incredible amount Nigerian spam messages about ponzi schemes and MMM specials.

Haha, but no I do agree with you guys there is a total disconnect between what the market thinks and what the many articles try to portray, but to I still feel Sarbucks and Dominoes and the Jewelry business is worth more than R1.80 a share I still think the market behaved incredibly pessimistic and in doubt.

Hopefully their next sens update will tell a different story and boost confidence in Taste Holdings.

I do not think R5 - R8 per share is unrealistic if they get this Starbucks deal right.
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Are we expecting some trading update or news from TAS anytime soon?

Bugger, I see now EE is limiting me to R4353 on TAS.

That's not even worth looking at then

(02-05-2017, 09:49 PM)Groovy Wrote:
(02-04-2017, 12:01 AM)Outlook Wrote:
(02-03-2017, 06:04 PM)Groovy Wrote: Hello world, I'm happy to be official on here finally , great site. Quick question : i'd like to get anybody's opinion on Premier Fishing 's upcoming listing, is it wise to hold both AEE the parent company and the new listing premier fishing. I personally would like to hold both.

Do you know how much they own in Premier Fishing?

My logic would be that if Premier Fishing does very good then you will get a better return being a direct shareholder of Premier fishing than a proxy shareholder in African Equity Empowerment Investments Ltd

Same reason why I own Capitec and Curro directly instead of owning PSG.

That is just my take, would be interesting to hear what other's views are on this.

/Welcome to the Forum @Groovy

Thanks @outlook. I may be wrong but I believe AEEI/Sekunjalo Group Company owns 100% of Premier Fishing. I couldn't agree with you more, direct exposure is key.

Hey @Groovy

I was listening to this Podcast from @SimonPB and it seems Premier Fishing will be separating its ties with AEEI so you will need to invest in Premier Fishing directly.

Perhaps Simon can just confirm whether or not I understand this correctly?
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(02-09-2017, 06:26 PM)Spreadsheet Ranger Wrote:
(02-05-2017, 09:49 PM)Groovy Wrote:
(02-04-2017, 12:01 AM)Outlook Wrote:
(02-03-2017, 06:04 PM)Groovy Wrote: Hello world, I'm happy to be official on here finally , great site. Quick question : i'd like to get anybody's opinion on Premier Fishing 's upcoming listing, is it wise to hold both AEE the parent company and the new listing premier fishing. I personally would like to hold both.

Do you know how much they own in Premier Fishing?

My logic would be that if Premier Fishing does very good then you will get a better return being a direct shareholder of Premier fishing than a proxy shareholder in African Equity Empowerment Investments Ltd

Same reason why I own Capitec and Curro directly instead of owning PSG.

That is just my take, would be interesting to hear what other's views are on this.

/Welcome to the Forum @Groovy

Thanks @outlook. I may be wrong but I believe AEEI/Sekunjalo Group Company owns 100% of Premier Fishing. I couldn't agree with you more, direct exposure is key.

Hey @Groovy

I was listening to this Podcast from @SimonPB and it seems Premier Fishing will be separating its ties with AEEI so you will need to invest in Premier Fishing directly.

Perhaps Simon can just confirm whether or not I understand this correctly?

Thank you @Spreadsheet Ranger, I'll get that direct exposure and grow with it.






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