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@JSE_Invest
"#JSEKIO Kumba Iron Ore: sales vols up X% update doesnt look bad prod down X% though. Gross margins still look VERY healthy with costs around $XX avg realised price of $XX 🔥"
@JSE_Invest on X 2025-04-24 06:24:52 UTC 3418 followers, XXX engagements
"And this is lifted by Capitec Firstrand right Absa and and Nedbank fall well below that FTSE XXX and Stoxx XXX average" @JSE_Invest on X 2025-07-08 07:36:42 UTC 3418 followers, 1242 engagements
"@LT_Investor_SA Yeah I just dont have the heart to short our banks 😅 thought about FSR maybe and I sold some Investec (geared) today" @JSE_Invest on X 2025-07-24 18:29:45 UTC 3417 followers, XXX engagements
"Opening small shorts on MTN Remgro Top40 as a hedge going into SA Inc updates next week + Aug 1st deadline. Not really fundamental (MTN maybe run a bit hard and Iran rumours heating up) mainly to hedge against near term risks" @JSE_Invest on X 2025-07-24 11:19:02 UTC 3417 followers, 5075 engagements
"@LT_Investor_SA Lucky with the timing 🤷♂" @JSE_Invest on X 2025-07-23 13:13:52 UTC 3415 followers, XXX engagements
"Yes they bought Blue Ridge at the bottom tick" @JSE_Invest on X 2025-07-22 12:50:46 UTC 3417 followers, 1470 engagements
"Rhodium still doing it's thing in the background. $THS.L $SBSW $VALT.L" @JSE_Invest on X 2025-07-23 09:30:52 UTC 3418 followers, 2955 engagements
"@LT_Investor_SA Gonna hopefully add back on a dip in coming weeks" @JSE_Invest on X 2025-07-24 18:30:03 UTC 3418 followers, XXX engagements
"Trimming $TGA.L Thungela here for XXX% gain on margin. Run hard over the past few sessions marginal play in volatile season; will look to add on pullback" @JSE_Invest on X 2025-07-23 08:19:15 UTC 3418 followers, 2869 engagements
"I know bro isnt sharing this after another rally $SSL" @JSE_Invest on X 2025-07-22 07:26:56 UTC 3417 followers, 1552 engagements
"Fortunate timing 😅 but Im not selling $SBSW $VALT.L or $THS.L as rhodium continues to creep up slowly now to $6350 in the US:" @JSE_Invest on X 2025-07-25 15:19:02 UTC 3417 followers, 3804 engagements
"Adcock cautionary out - Im in at R56. Surely a takeover with Bidvest owning XX% of share capital. Ask price probably around R70 where it traded in Jan. Lets see" @JSE_Invest on X 2025-07-22 14:30:14 UTC 3418 followers, 3878 engagements
"There AVI comes with another beat on consensus. Incredible cost discipline from mgmt excellent brands. Probably cheap here. 13x PE" @JSE_Invest on X 2025-07-25 08:45:38 UTC 3418 followers, XXX engagements
"Theres no way youre seeing all these profit screenshots right now and not taking profits right Right" @JSE_Invest on X 2025-07-16 08:03:05 UTC 3417 followers, 2676 engagements
"Cutting down my #FSR Firstrand position here (levered) heading into the end of the 90-day pause. Still cheapish at 10x forward earnings but Im hoping I can hop back at a lower multiple. XX% gain on margin after interest costs" @JSE_Invest on X 2025-07-04 07:43:18 UTC 3418 followers, XXX engagements
"Aaaand here we are at R67. Nice and quick turn around. Lovely stuff. Announcement to delist" @JSE_Invest on X 2025-07-23 10:33:34 UTC 3418 followers, 1489 engagements
"Ask price at R75. Close enough. Up XXX% on margin in less than 24h. Happened faster than I thought" @JSE_Invest on X 2025-07-23 10:39:05 UTC 3416 followers, 1604 engagements
"This weeks newsletter is out. I look at Afrimat Aspen Pharma 4Sight Holdings Anglo Amplats Kumba Iron Ore and SA inflation data. All the best and thanks to all subscribers for the patience as I travel" @JSE_Invest on X 2025-04-29 12:30:09 UTC 3418 followers, XXX engagements
"@LT_Investor_SA Proxy SA Inc (and not a specific problem just also something Im hoping wont shoot the lights out suddenly)" @JSE_Invest on X 2025-07-24 18:25:53 UTC 3418 followers, XXX engagements
"Also opening tiny shorts in Northam Platinum as part of the hedge. PGMs run hard still have plenty of upside imo but could cool off a little and wouldnt hurt being hedged over next week or two imo. Northam too expensive anyway. $SBSW $VALT.L $THS.L remain undervalued" @JSE_Invest on X 2025-07-24 11:32:17 UTC 3417 followers, 8460 engagements
"#JSECAT In on Caxton at R11.50. Update should be out in the next month or so incredibly cheap" @JSE_Invest on X 2025-07-17 09:14:48 UTC 3417 followers, 2547 engagements
"Shorting $CVNA here. Take a look at recent insider transactions: See how far back and how regular the transactions are. Read the Hindenburg report: This thing seems pretty fishy and even if legit the company has a market cap far higher than it ought anyway" @JSE_Invest on X 2025-07-24 15:47:44 UTC 3418 followers, 1634 engagements
"@alex7frey What has you land at XX Interesting cautionary" @JSE_Invest on X 2025-07-23 07:33:38 UTC 3415 followers, XXX engagements