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@JSE_Invest Avatar @JSE_Invest MarlieChunger

MarlieChunger posts on X about $sbsw, $thsl, over the, market cap the most. They currently have XXXXX followers and 1936 posts still getting attention that total XXXXX engagements in the last XX hours.

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Mentions: XX #

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Social Influence #

Social category influence finance stocks technology brands cryptocurrencies countries travel destinations

Social topic influence $sbsw #7, $thsl #1, over the, market cap #920, imo, balance sheet #1183, south african, micro, $2413t #431, iran #1962

Top assets mentioned Change (CAG) Diageo plc (DEO) Constellation Brands, Inc. Class A (STZ) Molson Coors Beverage Co Class B (TAP) 4 (4) Carvana Co. (CVNA) Amazon.com, Inc. (AMZN) BioMarin Pharmaceutical, Inc. (BMRN) Crocs, Inc. (CROX) PolkaBridge (PBR) Devon Energy Corp (DVN) Harmony Gold Mining Company Limited (HMY)

Top Social Posts #

Top posts by engagements in the last XX hours

"#JSEISB: if the broker responsible for the glitch or the CEO himself has to buy back these shares (the former probably needs to as sales were unauthorized) theyre going to find it very tricky on a name this thinly traded. Its already back up XX% today to just below its normal trade range but if there are forced buyers here this may yet drive the price up further. Conjecture but lets see"
X Link @JSE_Invest 2025-10-15T08:18Z 3951 followers, 1145 engagements

"I hold Sibanye Anglogold Goldfields Valterra Harmony Pan African Resources. I am currently buying Tsogo Truworths Afrimat Aspen and Sappi. This is what works for me. I might get hurt a bit no problem"
X Link @JSE_Invest 2025-10-09T09:11Z 3949 followers, 12.2K engagements

"So what happens to collateral trades (People who bought and sold out of optimism/pessimism) Those were not erroneous but nevertheless were contingent on the error"
X Link @JSE_Invest 2025-10-15T09:50Z 3951 followers, 3596 engagements

"Optasia listing on the JSE is interesting 👀"
X Link @JSE_Invest 2025-10-08T06:14Z 3950 followers, 2039 engagements

"@StevevB8 Some risk in Gauteng continuing to lag Western Cape but a DA win there (which looks doable) would be a strong positive catalyst imo"
X Link @JSE_Invest 2025-10-08T12:52Z 3949 followers, XXX engagements

"#JSEMNP In for a small buy at R215"
X Link @JSE_Invest 2025-10-06T07:20Z 3950 followers, 1843 engagements

"@Protractinium Sure. I was upset by it but Im not a Republican. But joking about raping women and bringing back the gas chambers isnt really an acceptable mode of grieving not least for members of a political party of an increasingly polarised nation"
X Link @JSE_Invest 2025-10-15T11:43Z 3950 followers, XX engagements

"$DEO $STZ $TAP All presenting generational buying opportunities. Gen Z here I enjoy a good beverage and so do all of my friends lol"
X Link @JSE_Invest 2025-10-01T12:27Z 3951 followers, 2540 engagements

"Trading at 1/3 of NAV and it makes 1/3 of its market cap a year. Insanity If I had the cash Id take this one private in a heartbeat. 😮💨"
X Link @JSE_Invest 2025-10-13T06:52Z 3951 followers, 2492 engagements

"Chinas back. Ready for iron"
X Link @JSE_Invest 2025-10-09T07:22Z 3949 followers, XXX engagements

"#JSEISB Insimbi - wtf just happened"
X Link @JSE_Invest 2025-10-14T14:23Z 3951 followers, 5605 engagements

"@magennaidoo @NotReallyBudFox @SimonPB @JSE_Group 😂😂"
X Link @JSE_Invest 2025-10-15T19:39Z 3951 followers, XX engagements

"Especially problematic considering there is as yet no formal statement from the broker or JSE"
X Link @JSE_Invest 2025-10-15T10:12Z 3951 followers, XXX engagements

"@LangmanMark Crazy so if you bought shares during the dip that is reversed"
X Link @JSE_Invest 2025-10-15T09:33Z 3950 followers, XX engagements

"@DrieksCombrinck makes a particular point Ive stressed which is so important when understanding Calgros results: EPS is a lot less helpful than the balance sheet where we see a big jump in contract receivables. This will trickle down in future results and future results should also reflect lower interest expenses. Great watch"
X Link @JSE_Invest 2025-10-15T18:01Z 3951 followers, XXX engagements

"@CompoundinGirl Are you kidding"
X Link @JSE_Invest 2025-10-05T19:06Z 3950 followers, XXX engagements

"Or if you bought yesterday and sold today Does todays trade also get reversed despite it not being a direct result of the error (but still contingent) @JSE_Group"
X Link @JSE_Invest 2025-10-15T09:54Z 3951 followers, 1646 engagements

"$THS.L Tharisas operational update is amazing. PGM production up XX% precisely when it counts. Great execution and timing this Q and looking awesome ahead where PGM basket is currently"
X Link @JSE_Invest 2025-10-14T11:52Z 3950 followers, 2879 engagements

"Bid and Ask spread on Calgro looking pretty curious this morning:"
X Link @JSE_Invest 2025-10-14T07:02Z 3951 followers, XXX engagements

"@classy_search @eliant_capital Kumba Iron Ore Exxaro (South African stocks) African Rainbow Minerals and I think Vale is good yeah"
X Link @JSE_Invest 2025-09-29T20:07Z 3951 followers, XX engagements

"Over the last two months Ive been building a position in a JSE-listed micro cap. Im almost at the right size. Results out within the next month. Will reveal name + rationale when complete"
X Link @JSE_Invest 2025-10-06T10:14Z 3951 followers, 13.7K engagements

"Slowly ticking up. To put things into perspective one needs to acknowledge how cheap this is from both income statement and balance sheet view. Just for the company to be trading on par with its net CURRENT assets (ignoring fixed assets entirely) we are in for a 2x. At that price (R10/share) you would still be buying the healthy operating company at 6x earnings (and thats on a low earnings year). Pretty insane how the JSE gives us these opportunities from time to time. Still risks of negative developments in imminent update but Im seeing a lot of potential here"
X Link @JSE_Invest 2025-10-09T07:32Z 3950 followers, 2864 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"
X Link @JSE_Invest 2025-07-24T11:32Z 3950 followers, 10.8K engagements

"Palladium on a tear $SBSW"
X Link @JSE_Invest 2025-10-06T18:44Z 3950 followers, 4070 engagements

"Further signs that the strategic shift is bearing fruits"
X Link @JSE_Invest 2025-10-13T08:36Z 3949 followers, XXX engagements

"All the hate on $AMZN on here of late makes me think its set to run"
X Link @JSE_Invest 2025-10-15T11:01Z 3951 followers, 1034 engagements

"Adding to $BMRN here. Avg buy price $XX. Results out in two weeks cost of recent acquisition will adversely impact EPS but that is largely academic; expect their core business to continue growing quickly. Lets see"
X Link @JSE_Invest 2025-10-10T14:13Z 3950 followers, XXX engagements

"Proper flash crash across Insimbi JBL KP2 Wtf Did someone just blow up or bow out"
X Link @JSE_Invest 2025-10-14T14:28Z 3951 followers, 5951 engagements

"Holy crap $SBSW"
X Link @JSE_Invest 2025-10-08T19:59Z 3951 followers, 10.9K engagements

"So consensus is we continue to crash on Monday right"
X Link @JSE_Invest 2025-10-11T07:21Z 3950 followers, 3249 engagements

"@Mercedarians Good call"
X Link @JSE_Invest 2025-10-12T09:56Z 3950 followers, XXX engagements

"Insanity 😂"
X Link @JSE_Invest 2025-10-12T16:53Z 3946 followers, 1876 engagements

"Insimbi out with clarification this morning. Not a JSE issue - a broker issue. Thanks to those who private messaged me with details. Doubtful these trades get reversed but wow what a situation"
X Link @JSE_Invest 2025-10-15T06:51Z 3951 followers, 1245 engagements

"I asked a while ago why everyone thought Mondi looked cheap. After todays drop Im finally seeing it. From an earnings perspective Ive seen better deals even at the trough. But historically and based on book this name is now being punished more than it should in my view. Below book treated as unprotifable; Im having a nibble"
X Link @JSE_Invest 2025-10-06T08:39Z 3946 followers, 4392 engagements

"Hi all have been extremely busy but will try get this weeks newsletter out today latest tomorrow. Thanks. 🙏"
X Link @JSE_Invest 2025-10-05T07:55Z 3949 followers, 1001 engagements

"$CAG X% dividend yield 8x PE for a consumer brands business. Not the best brands some debt (not too bad) but too cheap. Long"
X Link @JSE_Invest 2025-09-30T11:41Z 3951 followers, 2286 engagements

"Octobers first letter will be out this weekend. Ill look at a few names including: $CROX $CAG Truworths Famous Brands and an update on Tharisa $THS.L ahead of their October presentation"
X Link @JSE_Invest 2025-10-01T11:58Z 3949 followers, XXX engagements

"@SimonPB Was down XX% on the flash Doubt theyll get a reversal. Proper disaster for CEO will he have to buy back shares on market now"
X Link @JSE_Invest 2025-10-15T07:05Z 3951 followers, 1092 engagements

"You should just never ever let yourself be in a position where a market move can do this to you. This hyper leveraged crypto perp future phenomenon is not going to be something the Everyman can stomach"
X Link @JSE_Invest 2025-10-13T08:45Z 3950 followers, 1228 engagements

"Buying $PBR and $DVN Monday"
X Link @JSE_Invest 2025-10-11T12:45Z 3951 followers, 3727 engagements

"@mattkiu @Mercedarians Yes but not too significant at this stage and especially if short lived - lets see what happens this week"
X Link @JSE_Invest 2025-10-12T14:28Z 3950 followers, XX engagements

"Thats the stuff $SBSW $ANGPY"
X Link @JSE_Invest 2025-07-02T14:48Z 3951 followers, 2669 engagements

"#JSEAFT Afrimat looking pretty good. Some problems remain (anthracite) but improvements are clear"
X Link @JSE_Invest 2025-10-07T15:10Z 3950 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"
X Link @JSE_Invest 2025-07-24T11:19Z 3951 followers, 5418 engagements

"I remember how much criticism I used to get for being balls long resources. $SBSW $HMY $THS.L"
X Link @JSE_Invest 2025-10-01T07:43Z 3951 followers, 7082 engagements

"You can probably outperform by buying Bidvest and Nedbank here and shutting your screen off for a year"
X Link @JSE_Invest 2025-09-03T07:31Z 3949 followers, 6307 engagements

"Okay Calgro interims out. No trading statement needed as results were not significantly different over the period. Will give further detail in newsletter but for now here are my key takeaways: Firstly the basics: HEPS down to 82c/share for the half-year a tad lower YoY largely due to shift in capital allocation strategy toward Bankenveld project (new initial costs fronted). Revenue from this project has not yet been reflected (typical in construction) so earnings are be skewed by up front costs and should have a boost going forward. Would have been nice to see growth in HEPS over the period"
X Link @JSE_Invest 2025-10-13T06:49Z 3949 followers, XXX engagements

"@JSE_Group what are currently the most accessible means for foreign non-institutional investors to invest in JSE listed companies Why is the JSE not on Interactive Brokers This is a small push that could provide outsized returns for the JSE as a company and exchange and even for the country imo. We need international investors to have an easy route into our market. Im talking about our mid and small caps too"
X Link @JSE_Invest 2025-10-09T09:28Z 3950 followers, XXX engagements

"#JSECGR: Good stuff"
X Link @JSE_Invest 2025-10-13T08:34Z 3949 followers, 1220 engagements

"And again what if you didnt do anything yesterday but you bought the dip this morning before the full recovery Seems pretty easy for further mistakes to be made with a straight reversal here"
X Link @JSE_Invest 2025-10-15T09:56Z 3951 followers, XXX engagements

"BOOM. Aspen secured approval for distribution of Mounjaro. Very bullish. Added again buy price now R102"
X Link @JSE_Invest 2025-10-13T08:08Z 3951 followers, 2599 engagements

"You just had to be there"
X Link @JSE_Invest 2025-10-06T09:54Z 3950 followers, 1270 engagements

"#JSECMH: Combined Motor Holdings buying back XX% of shares outstanding. Epic. Had too much cash for way too long. I only have a small position because it's taken forever for them to do something. Good to see it finally happen"
X Link @JSE_Invest 2025-10-14T15:27Z 3951 followers, 2237 engagements

"Okay Calgro interims out. No trading statement needed as results were not significantly different over the period. Will give further detail in newsletter but for now here are my key takeaways: Firstly the basics: HEPS down to 82c/share for the half-year a tad lower YoY largely due to shift in capital allocation strategy toward Bankenveld project (new initial costs fronted). Revenue from this project has not yet been reflected (typical in construction) so earnings are be skewed by up front costs and should have a boost going forward. Would have been nice to see growth in HEPS over the period"
X Link @JSE_Invest 2025-10-13T07:04Z 3951 followers, 2862 engagements

"Newsletter is out. Thanks and apologies to all for the delay. Hope you enjoy"
X Link @JSE_Invest 2025-10-06T09:35Z 3945 followers, XXX engagements

"waiting to get bashed by both sides yet again"
X Link @JSE_Invest 2025-10-15T08:52Z 3951 followers, XXX 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"
X Link @JSE_Invest 2025-04-29T12:30Z 3949 followers, XXX engagements

"I love pessimists ❤"
X Link @JSE_Invest 2025-10-13T08:17Z 3951 followers, 1413 engagements

"Platforms to buy/trade South African corporate bonds"
X Link @JSE_Invest 2025-09-19T08:58Z 3949 followers, 1259 engagements

"Ok so heres the stock Ive been building a position in: Calgro M3. It is now above XX% of my portfolio. The reasons I have bought it are relatively straightforward. First it is cheap. Very very cheap. The company has net working capital exceeding its market cap which effectively means you're getting the operating entity at negative cost. In fact the companys current assets net of total liabilities is 2x its market capitalization. Ignoring the balance sheet and looking just at the income statement it's still ridiculously cheap at 3x earnings and that is on their latest results which showed a"
X Link @JSE_Invest 2025-10-08T10:49Z 3950 followers, 15.8K engagements

"Im long $JD but this is just dumb. JD Health is already integrated into and reflected in Retail segment and you cant just take gross cash/equiv and treat it like net cash when relating it to market cap. Thats fundamentally just the wrong thing to do. $JD is still cheap just not for these reasons"
X Link @JSE_Invest 2025-09-26T09:56Z 3949 followers, 2506 engagements

"In the first hour of trade theres been some pressure. Not worried and have a buy placed a little above R5/share. Not normally willing to bump up my average buy price but given another opportunity close to R5 Ill take it"
X Link @JSE_Invest 2025-10-13T07:48Z 3949 followers, XXX engagements

"Spot PGM prices put Tharisa at a FTM PE ratio of 2.2x. Cheapest PGM miner out there imo still. $THS.L"
X Link @JSE_Invest 2025-09-25T12:32Z 3949 followers, 4105 engagements

"This is like XX% attributable to Jamie Dimon btw 😅"
X Link @JSE_Invest 2025-10-15T06:55Z 3951 followers, 1323 engagements

"I think he called it one of the best opportunities in the local market. Long. Need a coup on the board though"
X Link @JSE_Invest 2025-09-11T07:54Z 3951 followers, 3266 engagements