@SAValueInvestor Martin Rodgers, CFA

Martin Rodgers, CFA posts on X about in the, target, $jsessw, dividend the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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• [--] Year [-------] +25%

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• [--] Month [--] -57%
• [--] Months [---] -32%
• [--] Year [---] +138%

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• [--] Week [-----] -0.07%
• [--] Month [-----] +3.40%
• [--] Months [-----] +9.40%
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Social Influence

Social category influence finance 57.84% stocks 9.8% travel destinations 4.9% countries 3.92% currencies 0.98% financial services 0.98% luxury brands 0.98% automotive brands 0.98% technology brands 0.98%

Social topic influence in the 19.61%, target 18.63%, $jsessw 16.67%, dividend #1116, sun 13.73%, $jsesol #4, $jsetsg #1, $jsecpi 9.8%, $jseexx #1, pe ratio #62

Top accounts mentioned or mentioned by @financeghost @webuycarssa

Top assets mentioned Morgan Stanley (MS) ASP Isotopes Inc. (ASPI)

Top Social Posts

Top posts by engagements in the last [--] hours

"There are [--] shares in the JSE ALSI (ex Property) that are trading below a 7x P/E ratio and a 7% dividend yield: Tsogo Sun $JSETSG African Rainbow Mineral $JSEARI Coronation $JSECML Kumba Iron Ore $JSEKIO Exxaro $JSEEXX"
X Link 2025-01-14T05:10Z [----] followers, [----] engagements

"There are [--] shares listed on the JSE (ex Property) that are trading 7x forward P/E ratio and 7% forward implied dividend yield: Exxaro $JSEEXX African Rainbow Minerals $JSEARI Oceana $JSEOCE Tsogo Sun $JSETSG Nedbank $JSENED Old Mutual $JSEOMU ABSA $JSEABG Investec $JSEINP"
X Link 2025-03-11T18:47Z [----] followers, [----] engagements

"Valterra $JSEVAL trading update for full year 2026: - HEPS +85 - 105% to [----] - 6588c (headline earnings R15.6 - 17.3bn vs R8.4bn y/y). - EPS +105 - 125% to [----] - 6055c (basic earnings R14.5 - 15.9bn vs R7.1bn y/y) Drivers: 26% stronger PGM $ basket ($1852/oz) + R5bn operational cost cuts. Headwinds: lower volumes from flooding at Amandelbult offset by Insurance proceeds R2.5bn. Also prior-period WIP effects R1.7bn demerger costs and one-off asset scrapping R1.9bn. Current valuation multiples: P / HEPS [----] [----] P / EPS [----] [----] https://twitter.com/i/web/status/2014638053424247036"
X Link 2026-01-23T09:55Z [----] followers, [----] engagements

"There are [--] shares listed on the JSE (ex Property) that are trading 7x forward P/E ratio and 7% forward implied dividend yield: Merafe $JSEMRF Gemfields $JSEGML Exxaro $JSEEXX Combined Motors $JSECMH Lewis $JSELEW Tsogo Sun $JSETSG Capital Appreciation $JSECTA ABSA $JSEABG"
X Link 2025-02-14T08:39Z [----] followers, [----] engagements

"There are [--] shares in the JSE ALSI (ex Property) trading on 7x forward P/E ratio and 7% forward implied dividend yield: Oceana $JSEOCE Sun International $JSESUI Nedbank $JSENED Old Mutual $JSEOMU ABSA $JSEABG Investec $JSEINP Exxaro $JSEEXX Tsogo Sun $JSETSG Sappi $JSESAP"
X Link 2025-04-16T12:32Z [----] followers, [----] engagements

"List of companies with the lowest forward P/E on the JSE ALSI: Sasol $JSESOL 1.9x Sappi $JSESAP 3.9x Pan African Resources $JSEPAN 5.0x Tsogo Sun $JSETSG 5.2x Exxaro $JSEEXX 5.3x Looking at the list there are some companies that deserve their low valuation given the risks"
X Link 2025-04-25T06:53Z [----] followers, [----] engagements

"There are [--] shares in the JSE ALSI (ex Property) trading on 7x forward P/E ratio and 7% forward implied dividend yield: Sappi $JSESAP Tsogo Sun $JSETSG Exxaro $JSEEXX ABSA $JSEABG Nedbank $JSENED Thungela $JSETGA Old Mutual $JSEOMU Sappi having a tough time"
X Link 2025-07-07T05:15Z [----] followers, [----] engagements

"Every company in the JSE ALSI with 30% potential upside based on average sell-side target price. Couple of interesting names on the list: - Reunert $JSERLO +66.5%() - TFG $JSETFG +49% - Afrimat $JSEAFT +46% - Tsogo Sun $JSETSG 45% - Bidvest $JSEBVT +36% - Sasol $JSESOL+36% - Nedbank $JSENED +32% Any sitting in your portfolio or watchlist DYOR https://twitter.com/i/web/status/1965656587294417376 https://twitter.com/i/web/status/1965656587294417376"
X Link 2025-09-10T06:00Z [----] followers, [----] engagements

"Best one of them all: KAP $JSEKAP raised to Overweight at Prescient Securities with a PT of R2.75 (30% upside)"
X Link 2026-01-13T07:47Z [----] followers, [----] engagements

"There are [--] shares in the JSE ALSI (ex Property) trading on 10x forward P/E ratio and 5% forward implied dividend yield: Couple of interesting names: - Tsogo Sun $JSETSG - Sun International $JSESUI - Truworths $JSETRU - Nedbank $JSENED - ABSA $JSEABG Which shares do you hold https://twitter.com/i/web/status/2013514485533651020 https://twitter.com/i/web/status/2013514485533651020"
X Link 2026-01-20T07:30Z [----] followers, [----] engagements

"Sasol $JSESOL H1 [----] production update: Operations are stabilising with delivery against Capital Market Day priorities despite a weak macro environment. Share price up over 5% on the open. Main takeaways below 👇"
X Link 2026-01-22T07:19Z [----] followers, [----] engagements

"What a strong start to the month Best performing shares in the JSE ALSI MTD (total return): 1.) Impala $JSEIMP +33.3% 2.) ASP Isotopes $JSEASP +32.5% 3.) Sibanye $JSESSW +28.6% 4.) South32 #JSES32 +24% 5.) Northam $JSENPH +22.7% Precious metals shares continue to dominate"
X Link 2026-01-24T10:40Z [----] followers, [----] engagements

"Mr Price $JSEMRP - Acquisition of NKD Group update: Group progressing with purchase of NKDs retail business. Key remaining condition: approval under the EU Foreign Subsidies Regulation (review under way; no undue delays expected). Investor presentation: [--] Mar [----] Cape Town (webcast link TBA). Any one buying Mr Price despite the current chaos https://twitter.com/i/web/status/2014583799984624063 https://twitter.com/i/web/status/2014583799984624063"
X Link 2026-01-23T06:19Z [----] followers, [----] engagements

"Starting point for the week. Global equity futures lower. S&P500 $SPX -0.14% & Euro Stoxx [--] -0.3% Japan under the most pressure Nikkei $NKY -2% with a strong run in the yen vs USD (currently 154). Gold up 1.5% ($5060) and silver up 3.8% ($107) both look unstoppable"
X Link 2026-01-26T05:39Z [----] followers, [---] engagements

"Major updates to Investecs recommendations for the listed property sector: - Vukile Property Fund Cut to Hold; PT R25.50 (1.6% upside) - Resilient REIT Cut to Sell; PT R73 (10% downside) - NEPI Rockcastle Cut to Hold; PT R148.50 (0.8% upside) - Growthpoint Cut to Hold; PT R18 (0.8% upside) - Emira Property Raised to Hold; PT R13.20 (0.5% downside) - Equites Property Cut to Sell; PT R18.20 (2.7% downside) Looks like the market is pretty much fairly valued. DYOR https://twitter.com/i/web/status/2015662319934521856 https://twitter.com/i/web/status/2015662319934521856"
X Link 2026-01-26T05:45Z [----] followers, [----] engagements

"Every company in the JSE ALSI with 35% potential upside based on average sell-side target price. Top [--] companies with the highest upside: [--]. Sasol $JSESOL 135% [--]. Sun International $JSESUI 57.5% [--]. Glencore $JSEGLN 56.1% Any sitting in your portfolio or on the watchlist DYOR"
X Link 2025-04-20T06:00Z [----] followers, 13.1K engagements

"Shares on the JSE that hit a [--] high today: - Impala $JSEIMP - Ninety One #JSEN91 - Premier Group $JSEPMR - Sibanye $JSESSW - Telkom $JSETKG - Valterra $JSEVAL - Vodacom $JSEVOD"
X Link 2025-07-08T19:04Z [----] followers, [----] engagements

"Lots of analyst updates this morning - watch for market reactions: - African Rainbow Minerals Cut to Hold at Investec; PT R216 (1.6% upside) - Thungela Resources Cut to Sell at Investec; PT R100 (11% downside) - Sibanye Stillwater Raised to Buy at Investec; PT R75 (8.2% upside) - Gold Fields Raised to Buy at Investec; PT R920 (16% upside) - Kumba Cut to Hold at Investec; PT R360 (flat) - Harmony Raised to Buy at Investec; PT R400 (7.4% upside) - Motus Holdings Cut to Neutral at Nedbank CIB; PT R135 (5.5% upside) - We Buy Cars Holdings Rated New Overweight at Nedbank CIB; PT R58.88 (17%"
X Link 2026-01-13T07:45Z [----] followers, [----] engagements

"List of shares in the JSE ALSI trading above a 25% upside potential based on sell-side consensus on Bloomberg: Couple of interesting names on the list (looking at you Mr Price $JSEMRP 👀). Which shares are you considering"
X Link 2026-01-14T08:07Z [----] followers, [----] engagements

"Sasol $JSESOL drops almost 12% after being downgraded to Underweight by JPMorgan. Price target cut to R94 from R107 (current price R102). JPM points to two macro headwinds: 1.) Weaker oil prices (their commodities team sees a risk of oil falling to $40/bbl range by end-2026 if OPEC+ doesnt cut). 2.) A stronger rand (JPM fair value ZAR15/USD vs roughly ZAR16.4 now). At $50/bbl oil and ZAR16/USD JPM expects Sasols free cash flow could be negative; chemical prices are also under pressure due to excess capacity. The current unfavorable macro will put pressure on Sasols earnings and cash flow with"
X Link 2026-01-16T13:39Z [----] followers, [----] engagements

"SA Banks stretched Investec updated their recommendation on a couple of them: - Nedbank $JSENED Cut to Hold; PT R292 (6.8% upside) - Standard Bank $JSESBK Cut to Hold; PT R309 (6.6% upside)"
X Link 2026-01-21T06:15Z [----] followers, [----] engagements

"Thanks for the responses Couple of interesting ones - Front of mind for investors ATM looks like Sasol $JSESOL and Mr Price $JSEMRP. Best value opportunity on the JSE right now and why Best value opportunity on the JSE right now and why"
X Link 2026-01-21T07:17Z [----] followers, [----] engagements

"A ton of sell-side updates this morning mostly in the precious metals space: - Sibanye Stillwater Raised to Equal-Weight at Morgan Stanley; PT R65 (11% downside) - Impala Raised to Overweight at Morgan Stanley; PT R350 (4.9% upside) - Gold Fields Cut to Underweight at Morgan Stanley; PT R680 (18% downside) - Harmony Raised to Equal-Weight at Morgan Stanley; PT R330 (9.4% downside) - Northam Platinum Raised to Buy at HSBC; PT R470 (18% upside) - Sibanye Stillwater Raised to Buy at HSBC; PT R103 (41% upside) - Impala Raised to Buy at HSBC; PT R380 (14% upside) - Sasol Cut to Underweight at ABSA"
X Link 2026-01-23T06:16Z [----] followers, [----] engagements

"I can feel the Cape Town property market healing USDZAR [-------] https://t.co/A04vOPTDlv USDZAR [-------] https://t.co/A04vOPTDlv"
X Link 2026-01-26T14:48Z [----] followers, 19.5K engagements

"Since the jump in palladium price SA platinum shares have finally breathed a brief sigh of relief Top of perform is Impala $JSEIMP +10.2% over the last [--] days. Followed by Sibanye $JSESSW +6% and Northam $JSENPH +5.3%. Amplat $JSAMS up only 3.6% (not as much pain on the down)"
X Link 2024-03-08T06:09Z [----] followers, [----] engagements

"Old Mutual $JSEOMU released a trading statement for FY2023: Headline EPS expected 18% - 38% higher with a range of R1.525 to R1.783. Puts the company on a [----] times P/E on the low end. Company has [--] buys [--] holds and [--] sell with an average target price of R14.21 (implied upside of 18.5%) Management commentary: Old Mutual recorded robust results from operations growth due to strong operational performance underpinned by exceptional growth in new business and value of new business as we continue to gain market share across our segments https://twitter.com/i/web/status/1767431436762570760"
X Link 2024-03-12T06:04Z [----] followers, [----] engagements

"Old Mutual $JSEOMU rallied as much as 7.1% on the trading update this morning (most since November 2021) Morgan Stanley (overweight target price: R14.19) stated the trading update strengthen their view that recovery in sales volumes specifically in higher margin product categories such as funeral guaranteed annuities and life cover in personal finance should translate into earnings growth Citi (buy target price R14.97) optimistic about the update from operations and also the comments around the exceptional growth in value of new business as Old Mutual gains market share across its segments"
X Link 2024-03-12T10:41Z [----] followers, [----] engagements

"Morgan Stanley has some new ratings on our SA telcos: MTN $JSEMTN rated equal-weight; target price R96 (implied upside: 14%) Telkom $JSETKG rated equal-weight; target price R30 (implied upside: 14%) Vodacom $JSEVOD rated overweight; target price R114 (implied upside: 23%)"
X Link 2024-03-13T05:49Z [----] followers, [----] engagements

"Sibanye Stillwater $JSESSW cut to Sell at SBG Securities from a SPECULATIVE BUY What a ride From a target price of R85 on [--] Feb [----] all the way down to R30 on [--] Jan [----]. If one was ever going to rate the company a speculative buy it would be now"
X Link 2024-03-13T16:25Z [----] followers, [----] engagements

"Since their recent bottom (2023/03/05) SA platinum shares have performed well. Impala $JSEIMP +42.0% Northam $JSENPH +23.4% Sibanye $JSESSW +19.0% Amplats $JSEAMS +15.3% If you picked the "bottom" perfectly well done to you Question is: Where do we go from here"
X Link 2024-03-25T06:10Z [----] followers, [----] engagements

"Today was a day for South African platinum shares Sibanye $JSESSW +8.6% Northam $JSENPH +7.8% Impala $JSEIMP +7.4% Amplats $JSEAMS +5.1% Tharisa $JSETHA Only up 0.5%"
X Link 2024-04-08T19:00Z [----] followers, [----] engagements

"Sibanye $JSESSW announced $500 million of senior unsecured guaranteed convertible bonds on [--] November [----] which saw the share price drop 25% roughly on the day. The convertible bonds were priced at a conversion premium of 32.5% using the days VWAP of R18.55/share as a reference. Roughly R24.58/share. With the share price above the conversion price bondholders are enticed to convert their bonds for shares to pocket the gain (if in excess to holding the bond). This is the dilutive nature of the bonds. Here's my opinion on the day: https://twitter.com/SAValueInvestor/status/1726968520234135928"
X Link 2024-04-09T18:56Z [----] followers, [---] engagements

"Anglo American $JSEAGL prepares its $5 billion sale of Queensland coal mines. The $5 billion valuation is based on sell-side analysts consensus estimates (Bank of America highest at $6.19 billion). Prefer to sell the entire portfolio to one buyer. Unlike Thungela $JSETGA shareholders don't get the option to hold on to these assets. This will be a sale not an unbundling - at least at this stage of talks. https://twitter.com/i/web/status/1810206169656438912 https://twitter.com/i/web/status/1810206169656438912"
X Link 2024-07-08T06:55Z [----] followers, [----] engagements

"MTN $JSEMTN is having a solid day up just over 9% ATM. No crazy volume and no news out. Something we missing for today"
X Link 2025-01-14T12:14Z [----] followers, [----] engagements

"Some nice upgrades in the SA PGM space this morning by Nedbank CIB. Sibanye Stillwater $JSESSW raised to overweight; target price of R23 (39% upside from last price). Amplats $JSEAMS raised to overweight; target price R720 (14% upside from last price)"
X Link 2025-01-15T06:01Z [----] followers, [----] engagements

"Not a good day for materials but Anglo American $JSEAGL is getting klapped Down 5% on reports that BHP takeover interest cools. Anglo was just named Europe's most likely takeover target in [----] according to Bloomberg survey of [--] M&A desks brokers analysts and fund managers"
X Link 2025-01-27T11:56Z [----] followers, [----] engagements

"Capitec $JSECPI trading update for FY2024: HEPS increase between 28% & 32% y/y The improvement in the credit-impairment charge and credit loss ratios seen in the second half of the [----] financial year has continued into the [----] financial year. Not sure how they keep doing it"
X Link 2025-01-31T11:29Z [----] followers, [---] engagements

"Anglo American $JSEAGL Q4 [----] production report. Biggest takes from BBG: - Diamond production for the fourth quarter beat estimates. - AGL cuts copper production forecast for [----]. Share price only up 1.25% this morning. More details 👇"
X Link 2025-02-06T07:18Z [----] followers, [----] engagements

"Anglo American $JSEAGL is the best performing stock in the Stoxx [---] basic resources sector after their Q4 production update. Share price gained as much as 6% in London. JSE trading at similar levels. Anglo American $JSEAGL Q4 [----] production report. Biggest takes from BBG: - Diamond production for the fourth quarter beat estimates. - AGL cuts copper production forecast for [----]. Share price only up 1.25% this morning. More details 👇 Anglo American $JSEAGL Q4 [----] production report. Biggest takes from BBG: - Diamond production for the fourth quarter beat estimates. - AGL cuts copper"
X Link 2025-02-06T12:25Z [----] followers, [---] engagements

"ANALYST COMMENTARY on Anglo American $JSEAGL: BMO (market perform PT 26) - Production in 4Q was slightly better overall led by beat in copper. - Guidance changes over [----] and [----] are more mixed - Adds that cut to [----] and [----] diamond guidance shouldnt be a total surprise"
X Link 2025-02-06T13:05Z [----] followers, [---] engagements

"Live action replay: Sasol $JSESOL doing its best to end the day in the green"
X Link 2025-02-10T14:31Z [----] followers, [----] engagements

"Anchor Stockbrokers ha re-initiated coverage of SA Banks Buy rating on Investec $JSEINP and Nedbank $JSENED with a sell rating on Capitec $JSECPI. They have flagged a muted outlook for the sector given the backdrop. More details 👇"
X Link 2025-02-12T06:23Z [----] followers, [----] engagements

"Sibanye Stillwater $JSESSW has signed a new chrome management agreement with the Glencore Merafe Venture. Announces a strategic mutually beneficial enhancement to the historical Marikana contract. Details 👇"
X Link 2025-02-19T08:38Z [----] followers, [----] engagements

"Trading update from Sibanye Stillwater $JSESSW:"
X Link 2025-02-19T13:52Z [----] followers, [---] engagements

"Bloomberg highlights of the Anglo American $JSEAGL results: Results look to be below estimates with most commodities down except for copper. I know what @FinanceGhost is thinking looking at that De Beers figure"
X Link 2025-02-20T07:42Z [----] followers, [---] engagements

"Sibanye Stillwater $JSESSW dropped over 9% on their results this morning. Key takeaway: profitability (adjusted EBITDA) came in lower than analyst estimates and management decided to not pay a final dividend. Not holding out too well"
X Link 2025-02-21T09:30Z [----] followers, 12K engagements

"Sasol $JSESOL not doing too much on their interim results this morning. Currently up just under 2%. Results plagued with impairments and lower revenue/profits. More details below 👇"
X Link 2025-02-24T08:49Z [----] followers, [----] engagements

"Company did not declare an interim given the negative FCF and the net debt being above the net debt trigger. Sasol has a dividend policy of 30% of FCF provided that net debt (excluding leases) is sustainably below US$4 billion on a sustained basis"
X Link 2025-02-24T08:49Z [----] followers, [---] engagements

"Sasol $JSESOL currently has [--] buy [--] hold and no sell ratings. Average analyst 12m target price of R180.60 (implied upside of 103.4% from last price). Company appears cheap but with significant risk. No wonder market makers are only will to provide protection at 16% premium"
X Link 2025-02-24T08:49Z [----] followers, [---] engagements

"MTN $JSEMTN FY2024 highlights:"
X Link 2025-03-17T06:53Z [----] followers, [----] engagements

"Top 10/Bottom [--] on the JSE today: [--] counters in the green [---] in the red. Sasol $JSESOL got trampled as investors ran for the exit Share price down 12.9% It can always go lower"
X Link 2025-04-03T15:26Z [----] followers, [----] engagements

"Another day another day that Sasol $JSESOL is in the red"
X Link 2025-04-15T19:30Z [----] followers, [----] engagements

"Sasol $JSESOL released their [--] month production update this morning. Not bad considering the circumstances. Interesting to see what the share price does on the news. Key highlights 👇"
X Link 2025-04-17T06:20Z [----] followers, [----] engagements

"Worst performing shares in the JSE ALSI for [----] (so far): [--]. Montauk $JSEMKR -51.8% [--]. Truworths $JSETRU -30.8% [--]. Motus $JSEMTH -29.5% [--]. Foschini $JSETFG -29.3% [--]. Italtile $JSEITE -28.8% Any of these in your portfolio Which ones are you buying (or avoiding)"
X Link 2025-04-19T07:01Z [----] followers, [----] engagements

"Also Sasol $JSESOL is sitting at number [--]. down -20.7% YTD Worst performing shares in the JSE ALSI for [----] (so far): [--]. Montauk $JSEMKR -51.8% [--]. Truworths $JSETRU -30.8% [--]. Motus $JSEMTH -29.5% [--]. Foschini $JSETFG -29.3% [--]. Italtile $JSEITE -28.8% Any of these in your portfolio Which ones are you buying (or avoiding) https://t.co/vYB7TENPBV Worst performing shares in the JSE ALSI for [----] (so far): [--]. Montauk $JSEMKR -51.8% [--]. Truworths $JSETRU -30.8% [--]. Motus $JSEMTH -29.5% [--]. Foschini $JSETFG -29.3% [--]. Italtile $JSEITE -28.8% Any of these in your portfolio Which ones are you buying (or"
X Link 2025-04-19T08:00Z [----] followers, [----] engagements

"Sasol $JSESOL sitting on a potential 135% return if you can trust sell-side concensus. High risk high reward - it may not be enough even at those levels Every company in the JSE ALSI with 35% potential upside based on average sell-side target price. Top [--] companies with the highest upside: [--]. Sasol $JSESOL 135% [--]. Sun International $JSESUI 57.5% [--]. Glencore $JSEGLN 56.1% Any sitting in your portfolio or on the watchlist DYOR https://t.co/3YzA0z7FbG Every company in the JSE ALSI with 35% potential upside based on average sell-side target price. Top [--] companies with the highest upside: [--]. Sasol"
X Link 2025-04-20T17:19Z [----] followers, [----] engagements

"Capitec $JSECPI FY results expected on Wednesday 23rd. Market will be looking for continued top-line growth and the high profitability we saw in H1 (interim ROE: 29%). Also looking for any insight into its multiple initiatives (business banking insurance and funeral finance)"
X Link 2025-04-21T06:50Z [----] followers, [----] engagements

"Like most other companies Capitec $JSECPI has almost fully recovered from the drop-off at the being of April. Just sitting marginally below its recent March peak"
X Link 2025-04-21T06:50Z [----] followers, [---] engagements

"Sell-side are still relatively bullish on the share with [--] buys [--] holds and no sells for their recommendations. Average target price of R3572.77 (implied upside of 15.5%)"
X Link 2025-04-21T06:50Z [----] followers, [---] engagements

"Capitec's $JSECPI results should give us good insight as to how the South African market has performing over the last couple of months. Company has done exceptionally well over the years and its results show it. Are you holding Capitec shares Yes No Recently sold Yes No Recently sold"
X Link 2025-04-21T06:50Z [----] followers, [---] engagements

"For those interested in Capitec $JSECPI here's an overview of what the market is expecting for their results on Wednesday (Bloomberg estimate). Capitec $JSECPI FY results expected on Wednesday 23rd. Market will be looking for continued top-line growth and the high profitability we saw in H1 (interim ROE: 29%). Also looking for any insight into its multiple initiatives (business banking insurance and funeral finance). https://t.co/lRlhcyZIum Capitec $JSECPI FY results expected on Wednesday 23rd. Market will be looking for continued top-line growth and the high profitability we saw in H1"
X Link 2025-04-21T14:12Z [----] followers, [---] engagements

"Capitec $JSECPI running this morning on their strong results - coupled with some market optimism). Share price jumped over 7% Highlights: - Headline earnings R13.7 billion +30% y/y - FY DPS R65.10 versus R48.75 last year +34% y/y (estimate R60.74) - ROE 29% vs 26% last year (estimate 28.19%) - Operating profit R17.74 billion +32% y/y (estimate R17.8 billion) - Credit impairment R8.26 billion -5.4% y/y - Capital adequacy ratio 38% vs 36.3% last year https://twitter.com/i/web/status/1914956622956294430 https://twitter.com/i/web/status/1914956622956294430"
X Link 2025-04-23T08:16Z [----] followers, [----] engagements

"Snapshot of the day on the JSE: We don't often see a share as big as Aspen $JSEAPN drop 30% in a day. The market started well in the green but optimism fizzled out as the day went on. JSE ALSI ending the day marginally below 🍩% Capitec $JSECPI remained strong on their results"
X Link 2025-04-23T16:07Z [----] followers, [----] engagements

"Motus $JSEMTH raised to Overweight at ABSA Securities; target price R103 (implied upside of 24%). Share price has fallen 30% from its peak in December. Market uncertainty is there but sell-side seems unphased. Any one have this one in the portfolio or on the watchlist"
X Link 2025-04-24T06:01Z [----] followers, [---] engagements

"The rise of Capitec $JSECPI: Capitec's net income attributable to shareholders' has increased more than [---] fold since listing in [----]. Difficult to argue its share price outperformance when looking at this chart"
X Link 2025-04-28T10:24Z [----] followers, [----] engagements

"Aspen Pharmacare $JSEAPN cut to Speculative Buy at SBG Securities. Target price: R148 (implied upside of 22% from last price). Who bought the dip"
X Link 2025-04-30T10:33Z [----] followers, [---] engagements

"Shares on the JSE trading at a [--] week high: - Blue Label Telecoms $JSEBLU - Momentum $JSEMTM - OUTsurance $JSEOUT - Vodacom $JSEVOD"
X Link 2025-04-30T10:49Z [----] followers, [---] engagements

"After dropping more than 9% over [--] days the JSE ALSI regained 12.3% to reach a new all time high. The market bottomed on 4th of April. Here are the best performing shares since then: Montauk $JSEMNK +27.9% Sibanye Stillwater $JSESSW +27.6% Capitec $JSECPI +27.1% [---] out of [---] shares were in the green. What a ride https://twitter.com/i/web/status/1918564035865333877 https://twitter.com/i/web/status/1918564035865333877"
X Link 2025-05-03T07:11Z [----] followers, [----] engagements

"Shares on the JSE ALSI that have remained flat or declined since the recent market bottom on April 4th: Aspen $JSEAPN -17.2% Afrimat $JSEAFT -5% DRDGOLD $JSEDRD -2.8% Italtile $JSEITE -0.8% RCL Foods $JSERCL 🍩% Sometimes the idiosyncratic risk outweighs the broad market rally"
X Link 2025-05-03T07:30Z [----] followers, [----] engagements

"Extensive list of shares on the JSE that hit a 52-week low today: - Afrimat $JSEAFT Who's buying"
X Link 2025-07-08T19:17Z [----] followers, [----] engagements

"Since the market bottom in the April flash crash the JSE ALSI has generated a return of 19.22% List of the best performers: [--]. Sibanye $JSESSW +103.4% [--]. Blue Label Telecoms $JSEBLU +95.6% [--]. Northam Platinum $JSENPH +92.2% [--]. Impala $JSEIMP +85.3% [--]. Telkom $JSETKG +64.3% Wow markets have absolutely roared sinced April. Wow markets have absolutely roared sinced April"
X Link 2025-07-09T15:42Z [----] followers, 23K engagements

"Worst performers on the JSE since the April market bottom: [--]. Afrimat $JSEAFT -23.3% [--]. Aspen $JSEAPN -22% [--]. KAP $JSEKAP -21.9% [--]. Bytes Technology $JSEBYI -21.3% [--]. DRDGOLD $JSEDRD -9.2% Damn this looks like a shopping list Who's buying"
X Link 2025-07-09T18:25Z [----] followers, [----] engagements

"Companies on the JSE trading more than [--] standard deviation below their [--] year average forward P/E: Some big names on the list Most notably Woolworths $JSEWHL Nedbank $JSENED Reunert $JSERLO and the gold counters"
X Link 2025-07-10T12:54Z [----] followers, [----] engagements

"Companies on the JSE ALSI with the lowest forward P/E ratios: Some interesting names that appear cheap but there are those that probably deserve the low multiple Despite the 147% rally YTD Sibanye $JSESSW still sitting on a 4.9x forward P/E. Who you holding/buying"
X Link 2025-07-14T06:17Z [----] followers, 44.3K engagements

"Best performers on the JSE ALSI so far: Platinum and gold in favour as markets continue to favour real assets. Sasol also making an appearance. Clearly someone enjoyed the Steers special with the Famous Brands $JSEFBR inclusion"
X Link 2025-07-14T10:58Z [----] followers, [----] engagements

"Every company in the JSE ALSI with 30% potential upside based on average sell-side target price. Couple of interesting names on the list: - Sappi $JSESAP +66% - KAP $JSEKAP +45% - Woolworths $JSEWHL +33% - SPAR $JSESPP +30% Any sitting in your portfolio or watchlist DYOR"
X Link 2025-07-15T11:50Z [----] followers, [----] engagements

"SA platinum shares aren't taking the day off The top [--] performers on the JSE ALSI are all riding the strong rally in platinum group metal prices. Sibanye $JSESSW leads the pack up 8.2% Got any platinum"
X Link 2025-07-18T12:29Z [----] followers, [----] engagements

"Most expensive companies in the JSE ALSI based on sell-side analysts Interesting to see Sibanye $JSESSW sitting at the top after its strong rally Take this with a pinch of salt as the target prices tend to change with the share price (maybe not quick enough or too slow) DYOR"
X Link 2025-07-21T10:08Z [----] followers, [----] engagements

"Massive trade volume in Anglo American $JSEAGL this morning following the merger announcement. A lot of FOMO after the rally in gold and platinum shares with investors not wanting to be left off the industrial bus. Anglo American & Tech Resources agree to combine to form the Anglo Tech group. Anglo shareholders to own about 62.4% and Teck shareholders to own about 37.6%. Anglo also intends to declare a special dividend of $4.5 billion to be paid ahead of completion. Merger is expected to Anglo American & Tech Resources agree to combine to form the Anglo Tech group. Anglo shareholders to own"
X Link 2025-09-09T09:36Z [----] followers, [---] engagements

"HSBC turns bullish on South African clothing retailers - notably Mr Price $JSEMRP and Pepkor $JSEPPH. Both upgraded to Buy. Mr Price: target R257 - 23% upside from yesterdays close. Pepkor: target R31 - 25% upside from yesterdays close"
X Link 2025-09-12T08:58Z [----] followers, [----] engagements

"Looking for value in JSE Financials: Companies scored and ranked based on certain key metrics. Looking at sell-side analyst price targets there is not much upside left. Only Discovery $JSEDSY and OUTsurance $JSEOUT sitting above 25% upside. Which company are you buying"
X Link 2026-01-13T10:51Z [----] followers, [----] engagements

"Updated recommendations from Morgan Stanley: - Spar Cut to Equal-Weight; PT R118 (25% upside) - Mr Price Raised to Overweight; PT R230 (39% upside) - Clicks Raised to Overweight; PT R472 (36% upside) Pretty decent upside potential. DYOR"
X Link 2026-01-19T07:01Z [----] followers, [----] engagements

"Best value opportunity on the JSE right now and why"
X Link 2026-01-19T12:31Z [----] followers, 17K engagements

"Netflix $NFLX slid up to 5.1% in after-hours trading after guiding Q1 EPS below estimates and pausing buybacks to conserve cash for the Warner Bros. acquisition. Fourth-quarter (Q4) results: Revenue: $12.05B +18% y/y (estimate: $11.97B). By region: US & Canada: $5.34B +18% y/y (estimate: $5.26B). EMEA: $3.87B +18% y/y (estimate: $3.84B). Latin America: $1.42B +15% y/y (estimate: $1.42B). APAC: $1.42B +17% y/y (estimate: $1.44B). - EPS: $0.56 (vs. $0.43 y/y; estimate: $0.55). - Operating income: $2.96B +30% y/y (estimate: $2.89B). - Operating margin: 24.5% (vs. 22.2% y/y; estimate: 24.2%). -"
X Link 2026-01-20T21:41Z [----] followers, [----] engagements

"If you believe the sell-side analysts the best upside reward in the consumer discretionary space in SA is Sun International $JSESUI. Average analyst upside potential: 62.4% Currently trading on a 6.4x forward P/E and a 10.5% dividend yield. Avior just reinstated their coverage with a Outperform recommendation. Target price R61 (57% upside). Given the risk and market sentiment are you buying"
X Link 2026-01-21T06:56Z [----] followers, [----] engagements

"Gas (Mozambique & SA) - Natural gas production [----] bscf in Q2 (-4% QoQ); H1 [----] bscf (-4% YoY). - External SA gas sales down 12% QoQ. - Guidance revised to 0-5% below FY25 for combined PPA/PSA volumes"
X Link 2026-01-22T07:19Z [----] followers, [---] engagements

"The rand is looking good - Currently R16.27/$ strongest level since [----]. An attempt on the [--] level appears inevitable in the short term Nedbank analysts wrote in a note to clients. Where we going next"
X Link 2026-01-22T07:47Z [----] followers, [----] engagements

"Clicks Group $JSECLS reported group turnover of R19.5 billion for the first [--] weeks to [--] Jan [----] up 7.4% y/y. - Retail sales +6.0% (comparable stores +3.7%: selling price inflation 2.4% volume growth 1.3%). - Pharmacy turnover +9.0%; UPD distribution turnover +11.4%. - Retail was dented by aggressive competitor discounting and a warehouse management system delay at the Cape Town distribution centre. Management estimates R120 million lost sales; availability is improving and expected to normalize by Feb [----]. - UPD saw a 20.2% decline in notional bulk-agency turnover after two contracts"
X Link 2026-01-22T12:32Z [----] followers, [----] engagements

"10km run before tackling the bath/ bed time routine with a feral toddler. The grind continues"
X Link 2026-01-24T19:11Z [----] followers, [----] engagements

"Interestingly ABSA Securities prefers Clicks over Dis-Chem: - Clicks Reinstated Overweight; PT R392 (26% upside) - Dis-Chem Reinstated Equal-Weight; PT R38 (8.4% upside) Clicks CEO and CFO just bought Clicks shares in the open market. An exec of Dis-Chem just sold R24.5m worth of Dis-Chem shares. Markedly different signals being made here. Clicks CEO and CFO just bought Clicks shares in the open market. An exec of Dis-Chem just sold R24.5m worth of Dis-Chem shares. Markedly different signals being made here"
X Link 2026-01-27T07:21Z [----] followers, [----] engagements

"Shares on the JSE trading below a [--] P/E and above a 7% dividend yield: Thungela $JSETGA Tharisa $JSETHA Sasol $JSESOL Impala $JSEIMP Exxaro $JSEEXX African Rainbow Minerals $JSEARI Sibanye $JSESSW Motus $JSEMTH Tsogo Sun $JSETSG Glencore $JSEGLN Absa $JSEABG Source - Bloomberg"
X Link 2024-02-14T05:39Z [----] followers, 20.1K engagements

"Kumba Iron $JSEKIO beat on revenue and profits but missed on dividends in their FY [----] results. - Revenue R86.23 billion +16% y/y estimate R81.82 billion - Diluted headline earnings per share R70.63 vs. [-----] rand y/y estimate R67.24 - Dividend per share R46.80 estimate R49.66 Final dividend per share R24.20 vs. R16.30 y/y Another company restructuring: Following a strategic review in [----] Kumba is reconfiguring its business to an overall lower production profile of 35-37 million tons for the period [--------] in line with prevailing logistics capacity. The potential reconfiguration of the"
X Link 2024-02-20T06:16Z [----] followers, [----] engagements

"There are [--] shares in the JSE ALSI (ex Property) that are trading 7x forward P/E ratio and 7% forward implied dividend yield: Astral Foods $JSEARL ABSA $JSEABG Investec $JSEINP ARM $JSEARI Super Group $JSESPG Tsogo Sun $JSETSG Kumba Iron $JSEKIO Exxaro $JSEEXX Thungela $JSETGA"
X Link 2025-01-15T06:11Z [----] followers, [----] engagements

"*TRUMP: WE'LL FILL OUR STRATEGIC RESERVES RIGHT TO THE TOP that's over [---] million barrels https://t.co/hnDmCmVoVC *TRUMP: WE'LL FILL OUR STRATEGIC RESERVES RIGHT TO THE TOP that's over [---] million barrels https://t.co/hnDmCmVoVC"
X Link 2025-01-20T18:18Z [----] followers, 25.6K engagements

"There are [--] shares listed on the JSE (ex Property) that are trading 7x forward P/E ratio and 7% forward implied dividend yield: Merafe $JSEMRF (DY: 28.4% & PE: 4.12) Gemfields $JSEGML Exxaro $JSEEXX Combined Motors $JSECMH Tsogo Sun $JSETSG Lewis $JSELEW ABSA $JSEABG"
X Link 2025-01-31T11:56Z [----] followers, [----] engagements

"Nedbank CIB upgrading some SA resource counters although the upside potential looks bleak. Thungela $JSETGA raised to Overweight; PT R135 (implied downside of 1.7% from prev close) Kumba Iron Ore $JSEKIO raised to Overweight; PT R409 (implied upside of 10% from prev close)"
X Link 2025-02-04T18:11Z [----] followers, [---] engagements

"Whats your investment strategy ETFs/funds only or do you buy direct shares as well How do you position your portfolio across cash SA equities global equities and alternatives (target weighting)"
X Link 2026-01-23T06:57Z [----] followers, 18.8K engagements

"Good luck with this weeks earnings Tesla Microsoft Apple & More: EARNINGS FOR THE WEEK JAN [--] - JAN [--] Major Names: Mon: Nucor $NUE RyanAir $RYAAY Tues: United Health $UNH Boeing $BA General Motors $GM Texas Instrument $TXN Seagate $STX Wed: ASML $ASML GE Vernova $GEV Microsoft $MSFT Meta $META Tesla https://t.co/rKGANrgQgx Tesla Microsoft Apple & More: EARNINGS FOR THE WEEK JAN [--] - JAN [--] Major Names: Mon: Nucor $NUE RyanAir $RYAAY Tues: United Health $UNH Boeing $BA General Motors $GM Texas Instrument $TXN Seagate $STX Wed: ASML $ASML GE Vernova $GEV Microsoft $MSFT Meta $META Tesla"
X Link 2026-01-24T10:48Z [----] followers, [---] engagements

"If you were to buy a car today what model would you get Also new or secondhand A stat from the @WeBuyCars_SA integrated annual report regarding [----] new car sales. 🚗 Total new vehicle sales growth: 11.9% Chinese brands: 74.4% That's what disruption looks like. A stat from the @WeBuyCars_SA integrated annual report regarding [----] new car sales. 🚗 Total new vehicle sales growth: 11.9% Chinese brands: 74.4% That's what disruption looks like"
X Link 2026-01-24T10:53Z [----] followers, [----] engagements

"I know it's not much but been fighting to get back under [--] min 5K for a while. Glad I hit it even if it was in the dark"
X Link 2026-01-26T20:17Z [----] followers, [----] engagements

"RT @SAValueInvestor: I can feel the Cape Town property market healing"
X Link 2026-01-27T05:18Z [----] followers, [--] engagements

"US natural gas jumped nearly 30% on Monday given increase in heating demand thanks to freezing weather sweeping across most of the US. Feb contracts up more than 117% in [--] days biggest gain going back to [----]. Interesting"
X Link 2026-01-27T07:44Z [----] followers, [----] engagements

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