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@smalltalkdaily Avatar @smalltalkdaily Smalltalkdaily Research

Smalltalkdaily Research posts on X about $jsesdo, $jseadh, $jseshg, $jseart the most. They currently have XXXXXX followers and 1333 posts still getting attention that total XXX engagements in the last XX hours.

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Social category influence finance XXXX% exchanges XXXX% social networks XXXX% technology brands XXXX% countries XXXX% travel destinations XXXX% stocks XXXX%

Social topic influence $jsesdo 1.58%, $jseadh 0.9%, $jseshg 0.68%, $jseart 0.6%, $jseomn 0.53%, stocks 0.45%, $jsefth 0.38%, omnia 0.3%, omn 0.3%, longterm XXX%

Top accounts mentioned or mentioned by @financialmail @advtechgroup @jsesens @jsegroup @bdlivesa @financeghost @rclfoods @firstfinch @businesslivesa @finmeup @higgovan @moneyweb @businessdaytv @mommymoneyza @simonpb @marchasenfuss @musteklimited @renergenjhb @argentgroup @nickhedley

Top assets mentioned IDEXX Laboratories, Inc. (IDXX)

Top Social Posts #

Top posts by engagements in the last XX hours

"As month XX nears I am updating my Top Stocks of 2024 selection prices and the indices Year-to-date (including dividends declared) the selection is +50.46% with the top performers being $JSEART Argent Industrial $JSENVS Novus Holdings & $JSEPMR Premier Group The JSE Small Cap is (since selection) +27.21% the JSE Mid-Cap +19.75% and the ALSI +15.02% Happy with all nine stocks won't change a thing but holding fingers crossed as the end of December 2024 nears"
@smalltalkdaily Avatar @smalltalkdaily on X 2024-11-22 10:34:52 UTC 21.8K followers, 1761 engagements

"FY2024 results from $JSEOMN Omnia as expected no real shocks + special dividend paid It was all about agriculture. Strong sales volumes BUT as global fertilizer prices have heavily fallen post Russia/Ukraine profits lower The real kicker was improved contribution form mining explosives division BME Omnia revenue R2184bn (-16%) all fertilizer related Operating Profit R1741m (-12%) combination of -XXXX% decline in agriculture & slide of -XXXX% in Protea Chemicals offset by +26.5% from BME BME R999 million had a great period driven by +12.3% rise in SA profits to R419m & +39.1% to R580m within"
@smalltalkdaily Avatar @smalltalkdaily on X 2024-06-10 07:04:47 UTC 21.8K followers, 3878 engagements

"Tertiary education counter $JSESDO Stadio hit a new XX wk high today 410c but closed +1.25% to 405c Recent good results confirmation it does NOT need cash & good online demand hits right market notes Since the start of reporting season my No.1 X & X have been #SDO #ADH #COH"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-03-31 17:06:30 UTC 21.8K followers, XX engagements

"On the $JSESDO Stadio AGM some really interesting stats & the business is performing very well & ahead of its own guidance Share price leading the education pack"
@smalltalkdaily Avatar @smalltalkdaily on X 2023-06-22 08:25:43 UTC 21.8K followers, 2590 engagements

"New 52-week high in fertilizer and explosives business $JSEOMN Omnia Holdings Its been a roller-coaster 3-years where earnings have been cyclical but where shareholders have been healthily rewarded with generous dividends and special dividends Year-to-date #OMN +3.47% and over X year +15.7% I set a price target of R80.00 for #OMN in February 2023 when the stocks was trading at R62.20 Since that company review #OMN is +32% in share price terms and has paid shareholders total dividends of R17.50 a share = total return of +60% I anticipate further positive developments in #OMN and perhaps some"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-07-10 11:48:44 UTC 21.8K followers, 1134 engagements

"A stock that often speeds past the market as the company & its management have been have been poor communicators of the story & the business. I understand that is now changing with new guard & a concerted effort to engage with the market to educate on $JSECTA Capital Appreciation Today #CTA issued an upbeat FY2025 trading update guiding HEPS XX% to XX% higher with a mid guidance of XXXXX cents per share placing the stock on a PE of 9.5x Looks reasonable for a technology stock IF they get the reinvention of the corporate strategy correct in the mind of potential investors With a Mcap of R22"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-06-20 11:59:52 UTC 21.8K followers, 3489 engagements

"I have seen all the private education listed counters in recent results & all have impressed. $JSEADH was ahead of expectation My top sector long-term pick $JSESDO Stadio had made my XXX cents target Currently working on all three stocks for a sector review update All worthy"
@smalltalkdaily Avatar @smalltalkdaily on X 2023-08-31 12:58:52 UTC 21.8K followers, 3056 engagements

"My next meeting in a busy day a one-on-one with CEO & CFO or $JSESHG Sea Harvest"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-03-01 11:56:46 UTC 21.8K followers, XX engagements

"Don't get too panicked that $JSEOMN Omnia is down -XXXX% to R56.16 (or XXX cents) #OMN goes ex-dividend today for the YE2023 dividend of XXX cents per share"
@smalltalkdaily Avatar @smalltalkdaily on X 2023-08-08 09:27:20 UTC 21.8K followers, 2589 engagements

"Coronation declares it now owns XXXXX% of private education tertiary company $JSESDO Stadio Holdings At XXX cents that stake is worth R12bn #SDO been a favourite in the education sector of @smalltalkdaily since 2024 AGM season when I wrote upon participating in all the education AGM & listening to prospects "but if I had to plum for just one stock that wants to runId pick Stadio". it was XXX cents at the time I also wrote a feature on #SDO in the July 2024 edition of @FinancialMail at XXX cents with a 650-cent target price which has been met & exceeded"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-02-14 10:21:17 UTC 21.8K followers, 2174 engagements

"Line @smalltalkdaily on @BusinessDayTV at 12.30pm discussing three stocks that have been sold off by majority investor based and (if) they currently look interesting based on current trading conditions $JSEADH ADVTech $JSEOCE Oceana Group$#JSEGND Grindrod"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-07-21 10:04:15 UTC 21.8K followers, 1426 engagements

"That's a lot of Ladismith cheese powder & butter made by the $JSESHG Sea Harvest division Part of the 2000 tons of product made every month"
@smalltalkdaily Avatar @smalltalkdaily on X 2019-04-12 11:13:26 UTC 21.8K followers, XX engagements

"YE2025 results were published by $JSECMH Combined Motor Holdings and they much in line with my assumptions and past comments Market expected weakness in new vehicle sales a given what hurt #CMH in the period was (again) a smaller competitor in car rental instigated a price battle to gain sector market share in the lucrative summer tourist season and ALL car rental companies saw AVR (average vehicle rental rates) cuts.this was the main swing in the YE25 #CMH results For the year #CMH Revenue +3.2% to R13251 million PBT -XXXX% to R408.2 million HEPS -XXXX% to XXXXX cents per share Due to #CMH"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-04-29 16:30:05 UTC 21.8K followers, 2851 engagements

"New XX week high for a stock I cover & own $JSESPB Sabcap hits R67.50 +5.47% Stock @smalltalkdaily consistently recommended & have a target price of R76.00 A stock that every serious portfolio should own for a % of its small-cap exposure; its a great business"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-06-03 15:33:34 UTC 21.8K followers, XX engagements

"$JSESDO Stadio leaps +39% today to XXX cents after the AGM yesterday @smalltalkdaily was THE first analyst to get out within XX minutes of the AGM (#SDO XXX cents) a full narrative of the AGM & his recommendation viewpoint on its upbeat & positive nature Pays to be fast"
@smalltalkdaily Avatar @smalltalkdaily on X 2020-07-02 15:58:23 UTC 21.8K followers, XX engagements

"FY2024 results out earlier from $JSEART Argent Industrial. Stock +3.05% to 2195 cents Company continues its unbroken earnings growth run since 2019 but changes in UK tax rate sliced a chunk of the XX% profit growth off the table for the tax man's kitty My anticipated forecast was way too toppy - tax man's take sliced hard into my expectations. Year to date #ART share price +42% & over X year +33.5% so my buy recommendation remains and was valid Revenue R2544m +3.5% Operating profit R342.7m +12.6% Profit before tax (PBT) R342.6m +17.0% XXXX% of PBT now derived offshore up from XX% in FY2023"
@smalltalkdaily Avatar @smalltalkdaily on X 2024-06-27 12:57:18 UTC 21.8K followers, 3050 engagements

"Pre-results opinion note I wrote a while back on a stock I've covered for XX years+ $JSEART Argent Industrial At 2500 cents I edged by price target to 2825 cents based on FY2025 HEPS forecast of XXX cents per share which I cut due to softer local economic conditions and continued weakness in the South African steel market PE on my forecast a still fair 5.4x backed by NAV 3266 cents per share and fat (offshore) cash balances with benefit of past acquisitions in 2024 to come into the new full financial year"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-04-24 10:12:43 UTC 21.8K followers, 1234 engagements

"Now we know where the talented former $JSEGND Grindrod CEO Xolani Mbambo is going . to become CFO of $JSEKIO Kumba Given his expertise in logistics it will be a boon as & when the iron ore sector secures control of the main iron ore export corridor KUMBA IRON ORE LIMITED Kumba Iron Ore Limited: Senior Leadership Change via @Moneyweb"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-06-20 08:45:26 UTC 21.8K followers, 1383 engagements

"$JSEOMN Omnia has run XX% in the past week Is the market (at last) sniffing what I've seen for months that a solid above market expectation FY23 trading update + results due #OMN trading update usually mid-June results end June I still believe market does not understand #OCE"
@smalltalkdaily Avatar @smalltalkdaily on X 2023-06-05 10:23:02 UTC 21.8K followers, 4919 engagements

"Competition Commission quickly approved the buy-out deal between @Nasdaq listed ASP Isotopes )they plan a secondary listing on @JSE_Group on conclusion of the deal) to buy-out $JSEREN @RenergenJHB Last admin hurdles will be getting the #REN lenders Standard Bank IFC and DFC to sign off and the usual SARB Otherwise timeline seems of #ASP closed at US$10.00 on @Nasdaq overnight which on the scrip buy-out ratio (at current R vs $ spot) = R15.82 per #REN with #REN closing on the #JSE at R15.20"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-07-24 06:46:20 UTC 21.8K followers, 3649 engagements

"As always a diverse list of current @JSE_Group top XX week high and lows"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-07-21 09:56:29 UTC 21.8K followers, 1264 engagements

"See if I knew how to record & post a voice note here on #Twitter I'd give some direct feedback & recommendations on my meetings today with $JSELBR Libstar & $JSESDO Stadio as well as the PSG Group un-bundling & what stocks I'd want to exit hold & buy more of"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-09-12 17:25:57 UTC 21.8K followers, XX engagements

"New 52-week high from $JSEDNB Deneb which is the small-cap industrials arm of $JSEHCI Hosken Consolidated Investments #DNB like $JSEFTH Frontier Transport are the silent horses within #HCI rarely put their heads above the parapet just chug along I wrote a company review on #DNB in the August issue of @FinancialMail Investors Monthly at XXX cents as no analyst aside from me actually looks at or covers the stock"
@smalltalkdaily Avatar @smalltalkdaily on X 2024-11-01 15:27:21 UTC 21.8K followers, 1390 engagements

"$JSEART Argent Industrial back in the market using its fat cash balance to continue to buy back shares #ART has consistently bought back its shares for years and I believe has R40m available for the latest buy-back before the next AGM reload #ART announces they bought back 578504 shares for R15.646m = XXXX% of shares in issue via @Moneyweb"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-07-21 10:19:29 UTC 21.8K followers, 1759 engagements

"Tertiary education counter $JSESDO Stadio hits a new 52-week high of 426-cents +9.26% My well-timed @FinancialMail feature of last week on private education when #SDO 362-cents "For investors requiring only one education counter in a long term portfolio we recommend Stadio""
@smalltalkdaily Avatar @smalltalkdaily on X 2022-10-04 15:06:58 UTC 21.8K followers, XX engagements

"For all those who (know) that @smalltalkdaily sits behind my home office desk in shorts most days. I do scrub up 👔 when needed 🦄 Today in @stellenbosch @ProteaHotels $JSECOH Curro $JSESDO Stadio Annual General Meetings Was a really interesting & informative day in the Dorp's"
@smalltalkdaily Avatar @smalltalkdaily on X 2019-06-05 17:29:27 UTC 21.8K followers, XX engagements

"Market heads up $JSERLO Reunert is hosting a capital markets day today with site visits to several of their electrical engineering businesses in greater Gauteng #RLO had a torrid year as lower than expected earnings growth unwound the one buoyant share price which deflated in November 2024 as the market realised its bouncy share uplift was simply not supported by profit & HEPS growth YTD #RLO - 28.4%"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-07-15 07:37:58 UTC 21.8K followers, 1760 engagements

"Good update meeting with CEO & CFO of $JSEADH ADvTech Had stock as BUY at 973c Jan 15th & made my target of 1350c #ADH today 1375c & from this update I can comfortably revise UP my target & maintain my BUY recommendation Id say #ADH is a perky stock in terms of prospects"
@smalltalkdaily Avatar @smalltalkdaily on X 2021-04-26 07:10:58 UTC 21.8K followers, XX engagements

"Indian pharma company paying R75.00 a share to buy out minorities of $JSEAIP Adcock-Ingram with Bidvest staying in as major shareholder when #AIP de-lists from @JSE_Group #AIP runs +18.13% to R67.70 having traded intra-day to R70.98 But it seems some in the leaky #JSE knew Monday when stock started to run having gone nowhere at R52.20 ADCOCK INGRAM HOLDINGS LIMITED Joint Firm Intention Announcement: Offer by Natco Pharma Delisting of Adcock Ingram and Withdrawal of Cautionary via @Moneyweb"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-07-23 16:08:21 UTC 21.8K followers, 1788 engagements

"@GenZInvestor4 As I also wrote recently $JSESDO Stadio Holdings is the stock I'd select for exposure to private education for a long-term portfolio Selected at XXX cents a fortnight ago now trading at XXX cents"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-10-12 08:19:29 UTC 21.8K followers, XX engagements

"Recording a segment on @Radio702 @brucebusiness talking for 30-minutes my view & scenarios for the JSE-listed private education space namely $JSEADH ADvTech $JSECOH Curro Holdings & $JSESDO Stadio Holdings 7.30pm tonight"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-07-26 11:31:50 UTC 21.8K followers, XX engagements

"Detailed 7-page note on $JSESHG Sea Harvest just completed for morning distribution I make extensive comment on the MG Kailis deal (the @JSE_SENS was pretty skimpy) & I provide my expectations for the Dec FY21 results Issued BUY Dec 14th (R12.99) its now R15.00 (+15.5%)"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-01-13 18:21:11 UTC 21.8K followers, XX engagements

"Yet another solid set of results from small cap industrial counter $JSEART Argent Industrial a stock @smalltalkdaily has recommended since May 2019 with a buy recommendation. Every price target set has been exceeded I had penciled in reasonable year-on-year growth but in Q3 was guided lower on softer local markets. #ART must have had a cracking Q4 as HEPS exceeded my revised (lower) forecast. I should have kept it at the original XXX cents not my revised XXX cents. FY2025 results points Revenue R2635m (+3.6%) Operating Profit R370m (+8.0%) HEPS XXXXX cents per share (+12.5%) Dividend 127"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-06-27 08:25:13 UTC 21.8K followers, 2658 engagements

"Kicking the tyres with direct management updates from $JSEADH ADvTech $JSECAA CA & Sales $JSESHG Sea Harvest $JSESBP Sabcap Coming from the desk of @smalltalkdaily notes flowing out Notes also to come from $JSEGND Grindrod $JSEFTH Frontier Transport and $JSENPK Nampak"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-06-02 10:37:31 UTC 21.8K followers, XXX engagements

"With UNISA being placed into administration as the latest Gov't SOE to go belly up the 370000 learners sadly will be in limbo $JSEADSH ADvTech & $JSESDO Stadio must be viewing this as opportunity esp #SDO given its large online biz Something to ask both at results re: UNISA"
@smalltalkdaily Avatar @smalltalkdaily on X 2023-08-10 08:03:55 UTC 21.8K followers, 6337 engagements

"Education caned again with $JSEADH ADvTech at new XX week low (intra-day 576c) now 600c #ADH 600c -XX% YTD #COH 781c -XX% YTD #SDO 97c -XX% YTD There will always be a need for education even given COVID Question is when will market have faith again in models #ADH my current fav"
@smalltalkdaily Avatar @smalltalkdaily on X 2020-05-22 08:49:16 UTC 21.8K followers, XX engagements

"$JSEHCI Hosken Consolidated Investments has had an awful year & YTD as its (or was) biggest asset $JSETSG Tsogo Sun seemingly lost the plot & race as online gaming surged and hit is bricks & mortar business Then the oil assets within #HCI have also come off the boil despite solid positive updates and developments as disclosed by @TotalEnergies on the giant Venus exploration block. There was a very upbeat statement yesterday in @UpstreamOnline the oil blog The #HCI oil assets off the coast of South Africa (#HCI consolidated its interests in shuffings over Christmas) has also had the bunny"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-03-20 11:34:25 UTC 21.8K followers, 1259 engagements

"@somadodafikeni Is this $JSESDO Stadio Multiversity site in Centurion JHB I can tell you with cast iron fact that founder Dr Chris van der Merwe would be disgusted with your tone of tacit exclusivity Stadio is open to all & is not a dedicated Afr language private university Misleading post"
@smalltalkdaily Avatar @smalltalkdaily on X 2020-07-17 20:02:05 UTC 21.8K followers, XX engagements

"Fishing company $JSESHG Sea Harvest acquires seafood interests of Freemantle Western Australia-based MG Kailis for A$70m = R786m #SHG already had interests in Aussie seafoods (so) this adds scale to their existing HQ infrastructure Kailis seems to have revenue of A$68m (R590m)"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-01-11 07:14:35 UTC 21.8K followers, XX engagements

"$JSEADH AdvTech presentation underway on the webinar with the final presentation from CEO Roy Douglas who became CEO in 2015 & leaves #ADH with record results & a good positioning for 2024 Link to presentation again"
@smalltalkdaily Avatar @smalltalkdaily on X 2024-03-26 10:23:15 UTC 21.8K followers, 3766 engagements

"Spent an interesting morning with Cape Town based $JSEFTH Frontier Transport better known as operators of Golden Arrow & MyCity buses Recent FY25 results camouflaged some really interesting developments within the business which I shall unpack in an update note next week A consistent dividend payer run by seasoned management & all part of the $JSEHCI Hosken Consolidated Investments portfolio #FTH is often overlooked due to its tight liquidity. Thats been a mistake Its also lowly covered I believe @smalltalkdaily is the only sell-side analyst with consistent coverage #FTH been a solid"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-06-06 11:31:12 UTC 21.8K followers, 2700 engagements

"@chrisreddy777_ Could this be linked to the committee bill going through the motions from #Trump supporters looking to punish for its unfriendly demeanour towards and its support & alignment to hostile nations"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-07-23 09:21:09 UTC 21.8K followers, XXX engagements

"Market pleased with FY22 $JSESDO Stadio results share +2.44% to 461c HEPS +18% to 20cps (middle of trading update guidance) BUT dividend whopping +89% higher to 8.9cps showing how #SDO asset light biz allows great leverage Results webinar 10.00am"
@smalltalkdaily Avatar @smalltalkdaily on X 2023-03-15 07:39:15 UTC 21.8K followers, 5699 engagements

"My note on $JSESHG SeaHarvest will be out today where I add far more colour to the deal that catapults Sea Harvest into a Top X Aussie wild fish caught business & doubles biz & pumps EBITDA Sea Harvest goes fishin down under Via @inceconnect"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-01-12 06:57:16 UTC 21.8K followers, XX engagements

"Not a bad start to my #Wednesday as I catch up with CEO & CFO of $JSEADH ADvTech to discuss FY22 results & prospects Now off to another even more interesting lunch"
@smalltalkdaily Avatar @smalltalkdaily on X 2023-03-29 09:20:35 UTC 21.8K followers, XX engagements

"@DV_Situations Nice comment Glad more people are now realizing what a value trap $JSEART Argent Industrial is. One I spotted very early on when it was unfashionable and institutions ignored it way back in May 2019 and have had a long-standing buy recommendation since"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-06-27 07:51:28 UTC 21.8K followers, XXX engagements

"Theoretically given the offer scrip ratio offer by @Nasdaq listred ASP Isotopes for @JSE_Group listed $JSEREN @RenergenJHB The further surge in the #ASP share price on Friday to US$10.49 versus the close of #REN at R1544 means that #REN should play further catch up today as the offer is worth R16.85 a share based on the scrip ratio Let's see what the market does as its just a calc"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-07-21 06:35:45 UTC 21.8K followers, 2636 engagements

"Smacked down in petty volume $JSESHG Sea Harvest New 52-week low (from nowhere) Great mid-cap that has a good year ahead by their own reckoning & Rand is weaker Need to investigate"
@smalltalkdaily Avatar @smalltalkdaily on X 2021-06-28 13:27:40 UTC 21.8K followers, XX engagements

"Just had the first one-on-one with $JSESHG Sea Harvest mag't for H1 2022 results Really good & enlightening 1H20 on this much mis-understood stock I think they did well given XX% of their vols were simply take with TAC cut. H2 better & FY23 even better One to watch at R12.19"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-08-30 12:46:57 UTC 21.8K followers, XX engagements

"New 52-week high in $JSESDO Stadio There was a reason I selected the stock 'if I had to own & buy only one stock long-term in private education it would be Stadio' at XXX cents in a recent @FinancialMail special feature Been my preferred play since XXX cents February 2021"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-11-11 10:29:05 UTC 21.8K followers, XX engagements

"Market seemingly happy with $JSESDO Stadio YE20 results Stock +2.5% to R2.45 Solid presentation by CEO/CFO with GOOD soundbites Managing debt + debtors Capex well managed Prob no need for rights Will make 2026 targets Overall I'd say they performing well & deserve rating"
@smalltalkdaily Avatar @smalltalkdaily on X 2021-03-15 09:29:15 UTC 21.8K followers, XX engagements

"Good XXXX% rise in $JSESDO Stadio today in 1.3m shares as the market likes the interim results In this COVID environment the natural demand & desire for online tertiary courses not just for easy/access but career protection/advancement must remain high"
@smalltalkdaily Avatar @smalltalkdaily on X 2020-08-26 11:46:15 UTC 21.8K followers, XX engagements

"I don't cover duel-listed @LSEplc @JSE_Group technology company $JSEBYI Bytes Technology - they recently had a sharp share priced slump due to a profit warning issued ahead of its annual general meeting. The company cited a challenging macroeconomic environment and internal restructuring as reasons for lower-than-expected operating profit in the first half of fiscal 2026 I enclose for readers interest a comment from the UK financial magazine @IChronicle"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-07-16 11:22:09 UTC 21.8K followers, 1090 engagements

"Had over an hour over lunch with CEO & CFO of $JSESDO Stadio My views on #SDO well known & after this meeting where my narrative was more than confirmed Id confidently say #SDO is THE long-term play on private education any portfolio should own My optics are playing out well"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-09-12 14:40:51 UTC 21.8K followers, XX engagements

"They intend over the next XX year to phase out all diesel buses & replace with electric The cost savings per Km are staggering & the only main replacement parts (unless buses firebombed) are tyres & brakes thus lowering running costs further Win for Golden Arrow owned $JSEFTH"
@smalltalkdaily Avatar @smalltalkdaily on X 2023-03-29 15:35:37 UTC 21.8K followers, 6267 engagements

"Had an interesting post results chat with $JSEART Argent Industrial earlier as I craft my FY25 results note & prospects outlook I increased my price target to 2825 cents in early-April & again #ART has had a little run & at 2720 cents as at todays close its knocking on my price target door again With HEPS of XXX cents as a base & another meaningful share buy-back program underway (lots of excess cash) and a solid order book in many offshore units I will need to ponder my next price target level Every one set since May 2019 has been met & attained #ART stock I also own p.a & on a 5x PE & 3.5x"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-06-27 16:34:57 UTC 21.8K followers, 1542 engagements

"$JSEADH @ADvTECHGroup you BEAUTY I wrote & #Tweeted this stock wanted to break through 1000c as it was lagging #COH (more on that in another tweet) Yesterday #ADH surged to intra-day 1130c closed 1076c I issued a BUY Jan 15th at 973c so am happy with my +10.6%"
@smalltalkdaily Avatar @smalltalkdaily on X 2021-02-03 06:50:29 UTC 21.8K followers, XX engagements

"One local company on @JSE_Group that has done that for the past 5-6 years is small cap stock $JSEART Argent Industrial They bought back so far c.35% of their shares From c.84m shares in issue they now down to c.55m & still continue to buy back their own shares. PE c.4.5x & NAV c.3000c Underlying growth remains good with an unbroken increase in HEPS since March 2019"
@smalltalkdaily Avatar @smalltalkdaily on X 2024-08-17 11:47:00 UTC 21.8K followers, 4370 engagements

"New 52-week high from tertiary education stock $JSESDO Stadio closes at XXX cents YTD +29.6% As I wrote in my special private education feature in @FinancialMail Investors Monthly (Sept at XXX cents) "If I had to ONLY own one sector stock L/T it would be #SDO" Target XXX cents"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-12-19 16:21:06 UTC 21.8K followers, XX engagements

"BIG POSITIVE FOR $JSESDO Stadio From my questioning on debt via AGM webinar #SDO currently has R165m in CASH full access to R200m of debt facilities and can top upto R300m Have MORE than enough on hand to meet capex needs I DO NOT BELIEVE STADIO (UNLIKE CURRO) NEEDS RIGHTS"
@smalltalkdaily Avatar @smalltalkdaily on X 2020-07-01 11:14:52 UTC 21.8K followers, XX engagements

"My flower power child 🐶 Hes been playing in the garden as I write an update note on $JSEOMN Omnia"
@smalltalkdaily Avatar @smalltalkdaily on X 2023-01-30 12:03:32 UTC 21.8K followers, 2706 engagements

"Just participated in the $JSEOMN Omnia General Meeting and the singular special resolution to approve a XX% share buy-back was approved by XXXXXX% of shareholders Omnia plans a R1bn buy-back with R500m initially allocated. No time frame is yet set up to start awaiting procedure"
@smalltalkdaily Avatar @smalltalkdaily on X 2023-07-18 08:47:48 UTC 21.8K followers, 6407 engagements

"Just had an hour 1-on-1 with $JSEADH ADvTech CEO & CFO on H1 results Results & prospects so good seems nobody on roadshow meetings had much to ask #ADH has wind at their backs & 2H prospects as robust as H1 with plenty of value adding irons in the fire to keep growth simmering"
@smalltalkdaily Avatar @smalltalkdaily on X 2023-08-30 11:05:44 UTC 21.8K followers, 2597 engagements

"Another example of some irrational PIC selling where they reduce their majority stake in $JSEGND Grindord from XXXXXX% to XXXXX% selling XXXX% or 15.85m shares for c.R184m The PIC moved to XXXXXX% in February 2025 when #GND was trading at @R13.00 a share while today its R11.61 a share The buyers of the stock was disclosed as 36One Asset Management who now owns XXXXX% of #GND presumably they were the buyers as the PIC sold in the open market I think as a #GND shareholder and long-standing analyst.I KNOW WHO's example I'd want to follow and it ain't the PIC GRINDROD LIMITED Disclosure of"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-07-23 16:28:42 UTC 21.8K followers, 2409 engagements

"At half-year 2025 or month six my @smalltalkdaily Top Stocks of 2025 still shows a mixed bag compared to the scenario when they were finalised in late-December 2024 From its worst -XXXX% in April its continued to improve to -XXXX% in May and now -XXXX% in June but still lags the benchmark indices I track Year-to-date the JSE Small Cap Index is +1.48% and Mid Cap +7.88% (but) all the action remains in the heavyweight also which is YTD +15.97% since point of selection In the month of June The Small Cap +1.4% The Mid Cap +1.9% ALSI +2.2% Of the selection Best performers $JSEPPC PPC Group +10.5%"
@smalltalkdaily Avatar @smalltalkdaily on X 2025-06-30 16:12:39 UTC 21.8K followers, 1503 engagements

"Having listened to $JSESDO Stadio CEO Chris Vorster's presentation on #SDO prospects at AGM I'd challenge anybody not to feel positive on the group's growth prospects within the tertiary sector It's a R28bn little rocket No wonder PSG want to hang onto chunky % of their stake"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-06-22 08:52:13 UTC 21.8K followers, XX engagements

"Just had a good 1-on-1 feedback session with $JSEOMN Omnia management #OMN +2.61% as market digests the H1 narrative & sees H2 will be better than possible anticipated (much as H1 was). Stock was down on opening & release of @JSE_SENS but its all in the narration BME Omnia International & Agri all have some vectors in the bag to uplift some unconsidered (yet) by the wider market I also like to play permutations & as I've commented I'd watch Hypex Bio & Agri International as value dark horses Closer to home BME after a sparkling H1 will see ongoing growth as its ventures in Canada & Indonesia"
@smalltalkdaily Avatar @smalltalkdaily on X 2023-11-20 14:22:24 UTC 21.8K followers, 3098 engagements

"On the $JSESHP @Shoprite_SA results webinar Market didn't like results as stock getting a smack this morning with stock at R221.69 -XXXX% in 862506 shares traded in first 40-minutes of #JSE opening Results link here"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-09-06 07:42:59 UTC 21.8K followers, XX engagements

"Had really good early morning one-on-on with $JSEADH ADvTech CEO & CFO in new Varsity Campus in Claremont (very nice btw) Great results prospects solid esp in Africa (wowzer) & my scenario for valuation uplift (L/T) was confirmed At R17.40 #ADH great portfolio stock to HOLD"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-03-31 09:16:21 UTC 21.8K followers, XX engagements

"$JSESHG Sea Harvest H1 2022 results as I anticipated with overall revenue +29% R27bn PBT -XX% R180m & HEPS -XX% 65cps Loss of TAC at start of year hit fishing but higher prices aided. Recovery at Cape Harvest Foods (+41%) kicked in too A stock that has potential & I rate a buy"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-08-29 08:58:10 UTC 21.8K followers, XX engagements

"11-page insto review note out on all of my Anthony Clark recommendations year-to-date with a review of each stock ADvTech Afrimat Argent Industrial Astral Foods CA & Sales Curro Holdings Grindrod KAL Group Libstar Novus Holdings Oceana Holdings Premier Group Reunert and Raubex Not been too shabby a year Working now on my Smalltalkdaily Research recommendations year-to-date many will be similar"
@smalltalkdaily Avatar @smalltalkdaily on X 2024-08-15 13:11:07 UTC 21.8K followers, 2268 engagements

"Results from the education sector coming out with tertiary educator $JSESDO Stadio being the latest. $JSECOH Curro was last week & $JSEADH AdvTech is 26th They first to have some commonality will ADvTech say the same namely good revenue & profit growth (BUT) growing carefulness towards providing for bad & doubtful debt as - some - learners finding it harder to pay Overall #SDO earnings CHEPS in middle of @jse_sens trading update out March 7th. CHEPS rose 19%to R24.6 cents per share with a XX cent dividend paid (+12%) Cash on hand is R130m and modest capex ahead (no major capex / debt unlike"
@smalltalkdaily Avatar @smalltalkdaily on X 2024-03-18 07:31:05 UTC 21.8K followers, 3232 engagements

"Comment I had back from CEO / CFO of $JSEFTH Frontier Transport who moving to EV buses "Costs of running a EV bus XX% lower than diesel they NEED FAR LESS maintenance & ONLY real work needed in for new tyres & brakes So what then motor retailers cash cow services + parts"
@smalltalkdaily Avatar @smalltalkdaily on X 2022-06-10 07:45:54 UTC 21.8K followers, XX engagements