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Smalltalkdaily Research @smalltalkdaily on x 21.8K followers
Created: 2025-01-23 08:53:49 UTC
Three stocks I cover closely to pay dividends on January 27th
$JSEART Argent Industrial H1 XX cents $JSERFG Rhodes Foods Group YE XXXXX cents $JSERLO Reunert YE XXX cents
#RFG in a selection in my Top Stocks of 2025
#ART & #RLO were in my Top Stocks of 2024 selection and both did well +88.59% & +33.69% respectively
I updated my views on both in a January 6th insto note
#ART remains a buy as its PE rating remains fair despite the surge in 2024. However, I cautioned FY2025 earnings growth may be muted due to weak local steel & SA market and much hinges on the £ vs R cross. #ART has strong offshore order books & benefit of some deals in its belt to come. H1 HEPS growth was +3.7% to XXX cents with FY2024 HEPS (to March) of XXX cents = PE 5.8x
#RLO I downgraded to a hold as the FY24 results disappointed and the market slammed the stock as the share surge was not backed up with HEPS (weak energy side). I stated I'd be happier to own #RLO at c.7000 cents than c.8000 cents and its unwound nicely. One I continue to watch but in no hurry
XXXXX engagements
Related Topics #art $rlojo $jserlo $jserfg h1 $jseart stocks