# ![@JSE_Invest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1528365291524304897.png) @JSE_Invest MarlieChunger

MarlieChunger posts on X about $ssl, $sbsw, china, $thsl the most. They currently have [-----] followers and [----] posts still getting attention that total [----------] engagements in the last [--] hours.

### Engagements: [----------] [#](/creator/twitter::1528365291524304897/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1528365291524304897/c:line/m:interactions.svg)

- [--] Week [----------] +1,088%
- [--] Month [----------] +11,809%
- [--] Months [----------] +1,725%
- [--] Year [----------] +1,976%

### Mentions: [--] [#](/creator/twitter::1528365291524304897/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1528365291524304897/c:line/m:posts_active.svg)

- [--] Week [--] -27%
- [--] Month [---] +28%
- [--] Months [-----] +34%
- [--] Year [-----] +150%

### Followers: [-----] [#](/creator/twitter::1528365291524304897/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1528365291524304897/c:line/m:followers.svg)

- [--] Week [-----] -0.07%
- [--] Month [-----] +5.60%
- [--] Months [-----] +26%
- [--] Year [-----] +59%

### CreatorRank: [-------] [#](/creator/twitter::1528365291524304897/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1528365291524304897/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [celebrities](/list/celebrities)  [travel destinations](/list/travel-destinations)  [social networks](/list/social-networks)  [exchanges](/list/exchanges) 

**Social topic influence**
[$ssl](/topic/$ssl), [$sbsw](/topic/$sbsw), [china](/topic/china), [$thsl](/topic/$thsl), [debt](/topic/debt), [$angpy](/topic/$angpy), [money](/topic/money), [stocks](/topic/stocks), [market cap](/topic/market-cap), [south africa](/topic/south-africa)

**Top accounts mentioned or mentioned by**
[@chapter11wealth](/creator/undefined) [@ltinvestorsa](/creator/undefined) [@hazelwooddave](/creator/undefined) [@mercedarians](/creator/undefined) [@capitalsigmaza](/creator/undefined) [@dilbradly](/creator/undefined) [@francoisjonker1](/creator/undefined) [@thejoshviljoen](/creator/undefined) [@jseinvest](/creator/undefined) [@juniorbuffett](/creator/undefined) [@calvinfroedge](/creator/undefined) [@ashtonshudson](/creator/undefined) [@justsharesa](/creator/undefined) [@financeghost](/creator/undefined) [@savalueinvestor](/creator/undefined) [@mommymoneyza](/creator/undefined) [@davideborall](/creator/undefined) [@tuvidux](/creator/undefined) [@lastfund](/creator/undefined) [@tonyforever2003](/creator/undefined)

**Top assets mentioned**
[Sasol Limited (SSL)](/topic/$ssl) [Newmont Corporation (NEM)](/topic/$nem) [Bitcoin (BTC)](/topic/bitcoin) [Bitcoin Gold (BTG)](/topic/$btg) [NVIDIA Corp. (NVDA)](/topic/$nvda) [AngloGold Ashanti Limited (AU)](/topic/$au) [QuantaSing Group Limited (QSG)](/topic/$qsg) [Crocs, Inc. (CROX)](/topic/$crox) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alibaba Group (BABA)](/topic/$baba) [Oxygen (OXY)](/topic/$oxy) [Gravity Finance (GFI)](/topic/$gfi) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Goldman Sachs (GS)](/topic/goldman-sachs) [British American Tobacco (BTI)](/topic/$bti) [SM Energy Company (SM)](/topic/$sm) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Harmony Gold Mining Company Limited (HMY)](/topic/$hmy) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$KBO (Kibo Energy) finally making some progress. Holding onto this neglected one - fair value should be around [--] cents per share currently trading at half of that - lets gooo 🔥 #jsekbo #kiboenergy #investing #jse #renewables #pennystocks"  
[X Link](https://x.com/JSE_Invest/status/1596111677699010560)  2022-11-25T12:00Z [----] followers, [--] engagements


"Bear case on #ZZD $JSEZZD Aside from Avis rental prices being expensive (inflationary profit-inducing) Curious if there are reasons for sell-off post-IPO other than those getting rid of their shares after the Barloworld unbundling. Looks cheap IMO. DYOR. #Invest #bullish"  
[X Link](https://x.com/JSE_Invest/status/1621903391818485760)  2023-02-04T16:07Z [----] followers, [----] engagements


"What #JSE listed companies are hovering around your buyzone"  
[X Link](https://x.com/JSE_Invest/status/1649009932275007489)  2023-04-20T11:19Z [----] followers, [----] engagements


"Sibanye Stillwater 6% of Michael Burrys portfolio 😂 would make me comfortable if I didnt also see First Republican Bank and PacWest 😅 Michael Burry going big on $JD & $BABA https://t.co/iLqRpuu4fD Michael Burry going big on $JD & $BABA https://t.co/iLqRpuu4fD"  
[X Link](https://x.com/JSE_Invest/status/1658152466708410379)  2023-05-15T16:48Z [----] followers, [----] engagements


"Im torn. Is #RLO Reunert a buy at R59 Why I like it but my penchant for the cheap is preying on me 😆"  
[X Link](https://x.com/JSE_Invest/status/1661640017414873088)  2023-05-25T07:47Z [----] followers, [---] engagements


"@TheAnalyst777 And what levels do you start looking interested in a buy As I said while ago I sold most of my GFI at [---] still holding ANG (small amount only) but hoping it can come down to my initial buy level again"  
[X Link](https://x.com/JSE_Invest/status/1674088632104124421)  2023-06-28T16:13Z [----] followers, [---] engagements


"For those interested the rhodium price (at any of 4x daily opens recorded by JM) hasnt ticked upwards once since 24th of May. Over same period $TSLA moved from $183 to $256. Is EV enthusiasm related to Rho spot downtrend Correlation v causation idk. Curious though"  
[X Link](https://x.com/JSE_Invest/status/1674149590293966849)  2023-06-28T20:17Z [----] followers, [---] engagements


"@Ginos24708443 The copper one in Zambia"  
[X Link](https://x.com/JSE_Invest/status/1674480456090132482)  2023-06-29T21:27Z [----] followers, [--] engagements


"Damn never thought Id see the day when literally everything is down but multi-choice is up 🤯"  
[X Link](https://x.com/JSE_Invest/status/1676874191302172673)  2023-07-06T08:55Z [----] followers, [----] engagements


"Germany W. Seen UK also refusing - lets see if they stick to it like they didnt with the tanks. If Russia did what US is doing wed already have full fledged WW3. 🤷♂"  
[X Link](https://x.com/JSE_Invest/status/1677943826298576896)  2023-07-09T07:53Z [----] followers, [---] engagements


"@hazelwood_dave If car prices remain this inflated Id expect the demand will be there for a while. Is EV resale value significantly better Havent researched it. But I also question whether resale value is a priority in a car purchase (unless the difference between EV and ICE is massive)"  
[X Link](https://x.com/JSE_Invest/status/1678786940618039298)  2023-07-11T15:58Z [----] followers, [---] engagements


"@alex7frey @thejoshviljoen Yeah I think theyre also wanting to shift into electric buses cost of investment of which last I checked wasnt insignificant. I still thought it was looking good when I checked it out illiquidity is the bitch though. Price stayed same as earnings increased over years"  
[X Link](https://x.com/JSE_Invest/status/1678858129360994304)  2023-07-11T20:06Z [----] followers, [---] engagements


"Avg PGM basket price $1700 2/ increased recovery at 69%. Chrome avg $290 (slightly lower vols). Net cash up to $140 (wtf). Earnings shouldnt disappoint"  
[X Link](https://x.com/JSE_Invest/status/1679000760024018945)  2023-07-12T05:33Z [----] followers, [----] engagements


"@thejoshviljoen Occidental 😏. Pinduoduo my only NYSE holding but I suppose its more growth than value"  
[X Link](https://x.com/JSE_Invest/status/1679438759182434304)  2023-07-13T10:32Z [----] followers, [---] engagements


"Bloody rough day on the #JSE today. My beloved #SSW down 6% due to a shaft that even Aspens Viagra couldnt fix; #ANG in Brazilian disrepair -7% #GFI down 6.5% no respite in retail #MRP -4% #TFG -3% #PPH and #TRU down 2.8%. #PIK and #WHL also down 2%. Rest up folks. 🤕"  
[X Link](https://x.com/JSE_Invest/status/1686408309736177665)  2023-08-01T16:57Z [----] followers, [----] engagements


"@CAPITALSIGMAza And ANG big miss on earnings. Idk how it wasnt priced in as they mentioned the Brazil woes in their Q1"  
[X Link](https://x.com/JSE_Invest/status/1686467829921447937)  2023-08-01T20:04Z [----] followers, [---] engagements


"Anyone else think Ukraine attacks on Russian oil/grain exports are counterproductive Interrupt oil supply push up oil demand squeeze US US less inclined to keep throwing money at Ukraine Not that logic has been an appearance in this whole ordeal"  
[X Link](https://x.com/JSE_Invest/status/1688264734573817856)  2023-08-06T19:04Z [----] followers, [---] engagements


"US Core inflation MoM: 0.2% meets consensus. Inflation MoM: [---] meets consensus. Core Inflation YoY: 4.7% beats consensus of 4.8%. Inflation YoY: 3.2% beats consensus of 3.3%. CPI: 305.7; consensus [-----]. Overall seems okay slightly mixed bag but mainly positives"  
[X Link](https://x.com/JSE_Invest/status/1689615524332818432)  2023-08-10T12:31Z [----] followers, [---] engagements


"#GFI was down 10% I hit refresh and this. Wtf just happened 😂 no SENS"  
[X Link](https://x.com/JSE_Invest/status/1692119435396387314)  2023-08-17T10:21Z [----] followers, [----] engagements


"#JSESSW trading update finally out. HEPS for 6m to July to come in around 205c EPS 265c. US ops lower production + lower basket prices for 2E and 4E didnt help; recycling also 55% lower. Was never going to look great. No comment on kloof. Lets see how this goes"  
[X Link](https://x.com/JSE_Invest/status/1692490974570701137)  2023-08-18T10:57Z [----] followers, [----] engagements


"What % of your portfolio is cash"  
[X Link](https://x.com/JSE_Invest/status/1693192924618527193)  2023-08-20T09:27Z [----] followers, [----] engagements


"Things Im eyeing this week: - BRICS summit (Tues-Thu) - ZA inflation rate (Wed [--] a.m.) - S&P PMI (Wed [----] p.m.) - China interest rate talk - US jobless claims (Thu [----] p.m.) - Jackson Hole Symposium (Thu-Sat) - Fed talk Powell speech (Fri 4.05p.m.) What am I missing"  
[X Link](https://x.com/JSE_Invest/status/1693330769677087024)  2023-08-20T18:34Z [----] followers, [----] engagements


"@thejoshviljoen 😆 pretty good to know whats going on for opportunities though. BRICS + China stimulus talk especially for PGMs"  
[X Link](https://x.com/JSE_Invest/status/1693335432296006089)  2023-08-20T18:53Z [----] followers, [---] engagements


"@thejoshviljoen & I think the boys like to stay on top of whats happening - young Buffett always read the WSJ. My understanding/theory is it can be good to be clued up on macro events to look for opportunities (esp if you can be a contrarian) but bad to look at macro for reasons to sell/panic"  
[X Link](https://x.com/JSE_Invest/status/1693336336067862544)  2023-08-20T18:56Z [----] followers, [--] engagements


"@thejoshviljoen But thats just my interpretation of it/my approach. Cant really say for sure what others do 😅"  
[X Link](https://x.com/JSE_Invest/status/1693336485800378776)  2023-08-20T18:57Z [----] followers, [---] engagements


"@CreditableInves 😆 sentiment check"  
[X Link](https://x.com/JSE_Invest/status/1693339148386488511)  2023-08-20T19:08Z [----] followers, [--] engagements


"#JSETGA Thungela HEPS higher end of expectations at R22.46/share. FCF 4.3b net cash position 13.6b. Div R10 within range of expectations. Outlook mixed. Improved guidance on volume prod. Hard to say what market will think. They mention consideration of buyback but no detail"  
[X Link](https://x.com/JSE_Invest/status/1693506543428280695)  2023-08-21T06:13Z [----] followers, [----] engagements


"$NVDA Consensus earnings estimates. Compare todays with the last few quarters. 260% increase over [--] months is being called YoY is even more dramatic (600%). This thing is gonna blow surely 💣"  
[X Link](https://x.com/anyuser/status/1694436428258714010)  2023-08-23T19:48Z [--] followers, [---] engagements


"@hazelwood_dave Yep. Saw it run up to around 130s pre-split which was higher than current levels only to drop back down to 70c. Rights + some minor cost cutting isnt going to help a business thats failing in all quarters and owes as much as they do. Maybe a few big holders (banks) get lucky"  
[X Link](https://x.com/JSE_Invest/status/1696046055853310216)  2023-08-28T06:24Z [----] followers, [---] engagements


"A rare great Monday on #JSE today (thx ): #CPI the only big boy down. Plats shine: #IMP up 5.3% #THA and #JBL up 4.5% #AMS 3.7% #NPH 3%. Goldies join: #PAN up 5.3% #GFI 3%. #SOL gives Transnet the finger up 3.5%. #MUR lonely in the red down 12% on more ugliness. Gday 💣"  
[X Link](https://x.com/JSE_Invest/status/1696181378805617131)  2023-08-28T15:22Z [----] followers, [----] engagements


"$PDD Pinduoduo Q2 earnings release today before US Markets open. Consensus is $1 and they generally beat consensus. If they dont Ill take the chance to load up on more if they can come back down into my buyzone. DYOR"  
[X Link](https://x.com/JSE_Invest/status/1696390702257611045)  2023-08-29T05:13Z [----] followers, [---] engagements


"#JSETGA #LSETGA Thungela finalises Ensham acquisition. As stated before not biggest fan of the deal but now that its done it should prove quite beneficial to TGA offering loadshedding and Transnet protection"  
[X Link](https://x.com/JSE_Invest/status/1696406832904868170)  2023-08-29T06:18Z [----] followers, [---] engagements


"Hoooly hell $PDD Pinduoduo beats analyst expectations EPS of CNY [-----] ($1.44) vs consensus of [---] ($1.00)🔥🔥🔥. Rising 11% pre market. Pretty happy to have this as 70% of my intl portfolio. These guys are on smoke"  
[X Link](https://x.com/JSE_Invest/status/1696473227453747701)  2023-08-29T10:41Z [----] followers, [---] engagements


"Damn $SBSW #SSW Sibanyes interim HEPS come in at R2.62 (upper end of guidance) but dividend comes in at 53c/share net tax 42.4c/share. They announced a break in policy of 30% EPS. Cash and loans around R22b. Earnings v expected div not but makes sense in this environment"  
[X Link](https://x.com/JSE_Invest/status/1696477943751462950)  2023-08-29T11:00Z [----] followers, [----] engagements


"#JSEIMP: basic EPS 577c; HEPS R22.11; dividend R5.85 down from R15.75 YoY. Those HEPS are going to come crashing down at spot prices with AISC around R20000/basket. FCF still 14b - not bad considering RBP acquisition but dividend may upset the market @SAValueInvestor"  
[X Link](https://x.com/JSE_Invest/status/1697121146674512232)  2023-08-31T05:36Z [----] followers, [----] engagements


"#JSEPAN HEPS to be between USD 2.95c-3.35c at closing ER of USD:ZAR 1:18.83. Midway guidance of 3.15c ($) gives R59c/share. EPS will be marginally higher. Pretty much flat YoY; exchange rate and higher gold prices did offset prod issues. PE of [---]. I like"  
[X Link](https://x.com/JSE_Invest/status/1697494593598542117)  2023-09-01T06:20Z [----] followers, [----] engagements


"#JSESHP ShopRite experiencing the Nvidia effect Nice results above consensus but priced already beyond natural bounds"  
[X Link](https://x.com/JSE_Invest/status/1698966023628582962)  2023-09-05T07:47Z [----] followers, [----] engagements


"Global platinum deficit for [--] forecast increases to 1005koz (12% of annual demand which is 27% higher YoY); supply flat YoY. Q2 presented second consecutive substantial quarterly deficit. PGM prices defying logic at this point. (WPIC)"  
[X Link](https://x.com/JSE_Invest/status/1699292958984401307)  2023-09-06T05:26Z [----] followers, 12K engagements


"A couple notes Ill make in this comment section. First anyone invested in platinum needs to read the WPIC quarterly update released today. Ive been waiting for it and saw a lot that I expected. Now two main issues re: PGM prices first is Russian supply. Norsilk Nickel is"  
[X Link](https://x.com/JSE_Invest/status/1699297971639062743)  2023-09-06T05:46Z [----] followers, 10.1K engagements


"#JSESBP Added to my Sabvest holding. Discount to NAV historically wide; if they grow NAV by another 8% over next six months which seems likely given track record then at same discount % share price would be R74"  
[X Link](https://x.com/JSE_Invest/status/1700136042970378645)  2023-09-08T13:16Z [----] followers, [---] engagements


"@Chapter11Wealth Its PE is [----] normalized. [----] when not. As for it not being as cheap as the other insurers are they also building banks"  
[X Link](https://x.com/JSE_Invest/status/1705237277213933936)  2023-09-22T15:07Z [----] followers, [---] engagements


"If you bought #JSETGA on accouncement of dividend youd be up 15% net div up 25% overall. Had you bought #JSEREN over same period youd have no (actually negative) capital growth softened by no dividend. Theyve tracked relatively closely. Why one invests in REN is beyond me"  
[X Link](https://x.com/JSE_Invest/status/1706995049320387051)  2023-09-27T11:31Z [----] followers, [----] engagements


"Havent been online much. At one point #Tharisa was down 14% today on R40k worth of trades while on LSE was flat. It closed down a couple percent. Insane opportunities waiting to be seized in less liquid stocks such as these. Trading update coming in two weeks"  
[X Link](https://x.com/JSE_Invest/status/1709265774689263850)  2023-10-03T17:54Z [----] followers, [---] engagements


"Wtf happening with Tiger Brands #JSETBS Starting to look interesting"  
[X Link](https://x.com/JSE_Invest/status/1709540621046723069)  2023-10-04T12:07Z [----] followers, [---] engagements


"@SAValueInvestor Downgrade seems very extreme. Thanks for the insights will approach with caution. Obviously not a perfect business but I like how negative everything sounds"  
[X Link](https://x.com/JSE_Invest/status/1709577468699430967)  2023-10-04T14:33Z [----] followers, [---] engagements


"Interesting month for these two. Was never a choice (from the get go but esp. since TGAs trading update). Remember this is excluding dividends. Eventually things make sense"  
[X Link](https://x.com/JSE_Invest/status/1709868917982716164)  2023-10-05T09:51Z [----] followers, [----] engagements


"Over the past month #Tharisa would have made 60c/share in earnings; over same period share price has dropped by 230c. This is why markets arent efficient; being treated as a pure PGM play. Maybe when the numbers are set in stone people will change their minds. Added today"  
[X Link](https://x.com/JSE_Invest/status/1709890755420942529)  2023-10-05T11:18Z [----] followers, [----] engagements


"#JSEREN that SENS is hilarious. So not only did negative tweets caused the 30% drop. Why dont they flag that no fundamentals have changed when influencers are tweeting bullishly Are they somehow exempt to public opinion Moronic. Glad never to have touched this 💩"  
[X Link](https://x.com/JSE_Invest/status/1710187744444506229)  2023-10-06T06:58Z [----] followers, [----] engagements


"And the suggestion that they are among the affected illiquid small caps to experience price falls disproportionate to volume is another joke altogether. Theyre significantly more liquid than those (e.g. SBP)"  
[X Link](https://x.com/JSE_Invest/status/1710188376421249362)  2023-10-06T07:00Z [----] followers, [----] engagements


"@Affsec Natural gas prices are irrelevant as long as theyre unable to move their product"  
[X Link](https://x.com/JSE_Invest/status/1712011732627894453)  2023-10-11T07:46Z [----] followers, [---] engagements


"#JSETHA Standard Bank has a HEPS estimate of R5 for FY23 fwd PE of [---]. I may be wrong but Im getting closer to R6.50 (between R6-7). In which case bottom of range gives share price of R19.20. Like I said I may be wrong dont take my word for it. Disparity is curious though"  
[X Link](https://x.com/JSE_Invest/status/1712016697681416564)  2023-10-11T08:06Z [----] followers, [---] engagements


"@Affsec If they are producing now theyre still not profitable so I dont see how this helps your case. They couldnt turn a profit when natural gas sky rocketed but now a slight bump in the price makes it a buy"  
[X Link](https://x.com/JSE_Invest/status/1712017439280500970)  2023-10-11T08:08Z [----] followers, [---] engagements


"@Affsec 🤦♂ sarcasm. Things are only going to get more capital intensive; accordingly they wont be able to capitalize off this light bump in natural gas prices"  
[X Link](https://x.com/JSE_Invest/status/1712019956076851385)  2023-10-11T08:18Z [----] followers, [---] engagements


"Share price roughly the same as the PE 😆"  
[X Link](https://x.com/JSE_Invest/status/1712177848914522241)  2023-10-11T18:46Z [----] followers, [----] engagements


"@chasingalpha__ @Markdt0129 Yeah and illiquid stocks in general getting rinsed"  
[X Link](https://x.com/JSE_Invest/status/1712772328466092520)  2023-10-13T10:08Z [----] followers, [--] engagements


"Holy shit rhodium [----] 👀"  
[X Link](https://x.com/JSE_Invest/status/1712824177378406521)  2023-10-13T13:34Z [----] followers, [----] engagements


"@Chapter11Wealth Johnson Matthey website updates 4x a day and theyre generally quite fair with benchmarks"  
[X Link](https://x.com/JSE_Invest/status/1712834531298877704)  2023-10-13T14:15Z [----] followers, [---] engagements


"@Chapter11Wealth @StudentofPGMs also posts updates frequently"  
[X Link](https://x.com/JSE_Invest/status/1712834627268747673)  2023-10-13T14:16Z [----] followers, [--] engagements


"@LT_Investor_SA 🙏 definitely not perfect/without risks but its cheap for what it is and the sentiment hasnt been this bad in a while (covid). Doesnt need to be a perfect business for share price to perform well/grow steadily from current price"  
[X Link](https://x.com/anyuser/status/1712888799670280513)  2023-10-13T17:51Z [--] followers, [---] engagements


"@fluffycray0n @thejoshviljoen What is bad about Tharisa at current levels"  
[X Link](https://x.com/JSE_Invest/status/1713520556983586847)  2023-10-15T11:41Z [----] followers, [--] engagements


"Rhodium up to 5350; iridium up to [----] 👀"  
[X Link](https://x.com/JSE_Invest/status/1714280795198963786)  2023-10-17T14:02Z [----] followers, [---] engagements


"At spot prices for PGM & chrome concentrate and at Tharisas production guidance they would make R8/share. Thats a forward PE of [----] and current dividend yield around 10% - is it fair #JSETHA #LSETHS. Promise Im not getting paid 😂"  
[X Link](https://x.com/JSE_Invest/status/1714573764908757423)  2023-10-18T09:26Z [----] followers, [----] engagements


"PGM stocks getting downgraded as rhodium and iridium start rising this is sus af 😂"  
[X Link](https://x.com/JSE_Invest/status/1714620515036373393)  2023-10-18T12:32Z [----] followers, [----] engagements


"@FinanceGhost @thejoshviljoen I dont hold and wont any time soon. SP and to a degree EPS inflated by buybacks which become increasingly unsustainable as they go on lack of organic growth prospects signs of cyclical top difficult business to understand/have an edge in"  
[X Link](https://x.com/JSE_Invest/status/1719014744386940986)  2023-10-30T15:33Z [----] followers, [---] engagements


"@HiggoVan @FinanceGhost @thejoshviljoen Yeah no prob - honestly may be ignorant here as I really dont know a lot about the industry but from what Ive read in their reports it doesnt seem like cash is being used for much other than buybacks which is good but I question the sustainability when demand changes"  
[X Link](https://x.com/JSE_Invest/status/1719036457896091840)  2023-10-30T17:00Z [----] followers, [---] engagements


"#JSEARL a while ago I said this share should be sub R100 and I maintain that. HEPS down 150% into loss of R13.50/share"  
[X Link](https://x.com/JSE_Invest/status/1719230290357268990)  2023-10-31T05:50Z [----] followers, [---] engagements


"#JSESSW op update out - production numbers mostly better than I expected costs are lofty though. That being said not much was unanticipated. I like the news of restructuring winnowing out the dead meat. Keliber capex cut in half for NTM. Hard to say how market will react"  
[X Link](https://x.com/JSE_Invest/status/1719964414948851835)  2023-11-02T06:27Z [----] followers, [----] engagements


"#JSEPPE: Seen a lot of fanciful calculations on how much this fee is going to contribute to revenue. My guess is its going to be far less significant than the assumptions Ive seen not bc of ppl switching to other platforms but the ease w/ which one can avoid the fee. 1/2"  
[X Link](https://x.com/JSE_Invest/status/1720690646749421777)  2023-11-04T06:33Z [----] followers, [----] engagements


"Its a double-bind: profits needed that push client base away but marketing effort and the Thrive system itself makes actually paying the monthly fee easily avoidable. Reputation compromised at what might end up a marginal financial benefit. Remember 30% goes to Sanlam"  
[X Link](https://x.com/JSE_Invest/status/1720691344929136944)  2023-11-04T06:36Z [----] followers, [---] engagements


"#JSEPMV Primeserv HEPS up another 20%. Just keep doing you boys. 🙏"  
[X Link](https://x.com/JSE_Invest/status/1722516738007282024)  2023-11-09T07:29Z [----] followers, [----] engagements


"@davideborall Billions seems a bit wishful"  
[X Link](https://x.com/JSE_Invest/status/1724498600346931636)  2023-11-14T18:44Z [----] followers, [----] engagements


"@carelnolte Dollar General Harmony Bioscience Jackson Financial I would like to have on EE. Right now invested in PDD JD OXY DIS BOA in that order"  
[X Link](https://x.com/JSE_Invest/status/1725589976178413729)  2023-11-17T19:01Z [----] followers, [---] engagements


"Short selling: being right at the wrong time and for long enough gotta be one of the most frustrating ways of losing your money. Not for me"  
[X Link](https://x.com/JSE_Invest/status/1725969692060197201)  2023-11-18T20:10Z [----] followers, [---] engagements


"Wtf #JSESSW down 16% on the day - what happened The funding"  
[X Link](https://x.com/JSE_Invest/status/1726860655213367553)  2023-11-21T07:10Z [----] followers, [----] engagements


"@Ray_D_11 Sounds like it is being driven low deliberately so the bonds are issued as cheap as possible. Im really not clued up on how this works so not the right person to ask; Ive doubled my position today and will wait it out a while and see how price acts over next week or so"  
[X Link](https://x.com/JSE_Invest/status/1726962739275534506)  2023-11-21T13:56Z [----] followers, [---] engagements


"@kwenza_b AU near all time highs PGMs in tough times now but that precisely when people should be buying them - I think thats what @valuehurts is saying. Its when nobody wants these assets that theyre cheapest"  
[X Link](https://x.com/JSE_Invest/status/1727050974496456752)  2023-11-21T19:46Z [----] followers, [---] engagements


"@Mercedarians Binance bros"  
[X Link](https://x.com/JSE_Invest/status/1727051343817478205)  2023-11-21T19:48Z [----] followers, [---] engagements


"@DilBradly Sure - any stock could half from where it is currently. But why"  
[X Link](https://x.com/JSE_Invest/status/1727419234194743757)  2023-11-22T20:10Z [----] followers, [---] engagements


"@DilBradly My bet is on IMP folding if I had to say one Granted SSW balance sheet could be a lot prettier but theyve got far better prospects imo and Froneman may be considered a po*s by many but the oke has fair skin in the game and hes been in PGM hellfire before 😂"  
[X Link](https://x.com/JSE_Invest/status/1727423684716232894)  2023-11-22T20:27Z [----] followers, [---] engagements


"@albie_cilliers Ridiculously illiquid tho"  
[X Link](https://x.com/JSE_Invest/status/1727741720224247886)  2023-11-23T17:31Z [----] followers, [---] engagements


"#JSESSW $SBSW Uranium deposits of 67mlb; at spot price of $80/250pfund (U308) that is $21440000; in Rand terms thats just over R400m. Not much but not bad. This is based on last years reserves. Will keep track of uranium spot. @Neil_Wilson123"  
[X Link](https://x.com/JSE_Invest/status/1729190830697750647)  2023-11-27T17:29Z [----] followers, [----] engagements


"Mixed bag from #JSEPPH: Rev up 7.7% R13b cash generated 48c div but HEPS down 8% YoY. Doesnt seem far off expectations. Lets see what market thinks. I hold at an avg buy of R13.90/share and look to add more if it comes under R15. DYOR"  
[X Link](https://x.com/JSE_Invest/status/1729747471289471441)  2023-11-29T06:21Z [----] followers, [---] engagements


"@davideborall @CapitecBankSA begs to differ. But yes JSE needs work"  
[X Link](https://x.com/JSE_Invest/status/1729902194118230289)  2023-11-29T16:36Z [----] followers, [---] engagements


"@zeigler_toby Maybe better to clarify hard to come by with miners right now - youre right. Some illiquid ones are still offering good yields; PMV too"  
[X Link](https://x.com/JSE_Invest/status/1732280602274193750)  2023-12-06T06:07Z [----] followers, [--] engagements


"I mean hes not wrong 😂"  
[X Link](https://x.com/JSE_Invest/status/1732466734244692404)  2023-12-06T18:27Z [----] followers, [---] engagements


"In other news Brent and crude oil up 2% this morning. Bodes well for #SOL $OXY. Lets see how share prices respond"  
[X Link](https://x.com/JSE_Invest/status/1733022811126477119)  2023-12-08T07:16Z [----] followers, [---] engagements


"@SAValueInvestor My feeling is share price will probs temporarily recover but bad credits are only recently surfacing and will be around for a while I think as rates remain lofty. Earnings will also come off as they are cut"  
[X Link](https://x.com/JSE_Invest/status/1733108438241083792)  2023-12-08T12:57Z [----] followers, [---] engagements


"@SAValueInvestor I bought at R150 last year as I thought that was quite cheap given we were fairly early in rate hike stages; right now it seems a bit more fair or reasonable to me"  
[X Link](https://x.com/JSE_Invest/status/1733108612262752420)  2023-12-08T12:57Z [----] followers, [---] engagements


"Opened a position in $BABA. $PDD still by far my largest intl holding but Alibaba is just starting to look ridiculous on all metrics. Hopefully it hovers around these levels a bit longer. DYOR"  
[X Link](https://x.com/JSE_Invest/status/1734241401183912415)  2023-12-11T15:59Z [----] followers, [---] engagements


"Bought some #Pfizer $PFE on todays 10% drop"  
[X Link](https://x.com/JSE_Invest/status/1734952025698312245)  2023-12-13T15:02Z [----] followers, [---] engagements


"Palladium up 11% commodities soaring Nasdaq red and SPX flat is this the turn weve been waiting for Have big tech stocks been hoarded up for safety and now that pivot is here people are shifting to the really cheap stuff"  
[X Link](https://x.com/JSE_Invest/status/1735324453217701956)  2023-12-14T15:42Z [----] followers, [---] engagements


"Bullish af $PFE #pfizer"  
[X Link](https://x.com/JSE_Invest/status/1735388845070319718)  2023-12-14T19:58Z [----] followers, [---] engagements


"@PringleTrade Yeah - lets see if demand picks up now that interest rate easing is a near term reality. Im wondering if there will be a psychological pull to stock up at current prices in anticipation that they may rise as rates are cut"  
[X Link](https://x.com/JSE_Invest/status/1735728773981487177)  2023-12-15T18:29Z [----] followers, [--] engagements


"@FrancoisJonker1 @tradinglikeafox Same - not a fan but every dog has a price I think; its had a beating oil prices will rise as tankers see massive cost upgrades due to Yemen conflict I think"  
[X Link](https://x.com/JSE_Invest/status/1736773657928581196)  2023-12-18T15:41Z [----] followers, [---] engagements


"@StandardBankZA your securities platform is displaying the incorrect dividend yield for Tharisa #JSETHA; it displays 3.15% which is the interim dividend and not the full year yield which is closer to 7%"  
[X Link](https://x.com/JSE_Invest/status/1737376787389177935)  2023-12-20T07:37Z [----] followers, [--] engagements


"@FinanceGhost Broadly precious metals miners. Specifically my big boys are Sibanye and Sasol. Juniors Tharisa ofc and Pan African. For (extra)micro caps Ill throw in a wildcard call for MTU and 4SI"  
[X Link](https://x.com/JSE_Invest/status/1737419001171513537)  2023-12-20T10:25Z [----] followers, [----] engagements


"Opened a position in #GSH Grindrod Shipping. Cyclical SP battered down in line with container freight rates; net cash position 50% of market cap. Houthis Red Sea (Yemen) conflict not going away soon"  
[X Link](https://x.com/JSE_Invest/status/1738142421785969140)  2023-12-22T10:20Z [----] followers, [---] engagements


"@Hanniba02706254 I dont hold NPN/PRX nor Tencent but I might take a look over the weekend and see. I would sooner buy Tencent than the others though which many would scoff at (but discount to Tencent makes sense for the holdco unchanged so its not actually cheaper than Tencent imo)"  
[X Link](https://x.com/JSE_Invest/status/1738150086150918559)  2023-12-22T10:50Z [----] followers, [--] engagements


"@Richards_Karin I mean if you hold that a government has interventionist intentions then surely youd avoid it all like with China because all industries in the country may be susceptible to intervention (like gaming/Tencent in China)"  
[X Link](https://x.com/anyuser/status/1738160599068967216)  2023-12-22T11:32Z [--] followers, [---] engagements


"@Bil00000 It is quite illiquid yeah"  
[X Link](https://x.com/JSE_Invest/status/1738276386068963376)  2023-12-22T19:12Z [----] followers, [--] engagements


"@Bil00000 Yeah. Potential for buyout imo for the patient"  
[X Link](https://x.com/JSE_Invest/status/1738281542739210377)  2023-12-22T19:33Z [----] followers, [--] engagements


"@Bil00000 Yeah - I was actually thinking an acquisition by a bigger company for TM shares and the remainder but purely speculative. In any case I like the recent index moves and think the recent news will support higher prices short term"  
[X Link](https://x.com/JSE_Invest/status/1738285513688174954)  2023-12-22T19:48Z [----] followers, [--] engagements


"Another reminder of the sheer irony of Christians celebrating Christmas while supporting Israels bombing of the birthplace of Christ. Script writes itself. As the world celebrates Xmas Gaza continues to be bombed. Where is the humanity https://t.co/EoHCwiQJhf As the world celebrates Xmas Gaza continues to be bombed. Where is the humanity https://t.co/EoHCwiQJhf"  
[X Link](https://x.com/JSE_Invest/status/1739380035578966225)  2023-12-25T20:18Z [----] followers, [---] engagements


"@jwbornman_ Thats unsurprising 😂 she said it to invest in Chinese companies is to lack common sense; I dared to take issue with the conviction of her claim and thats that on that. 🤷♂"  
[X Link](https://x.com/JSE_Invest/status/1739945797225963844)  2023-12-27T09:46Z [----] followers, [---] engagements


"Firstly international portfolio initially had SPX in mind as my benchmark but I believe in value and found more in China where I have over 80% exposure so more accurate comparison probably Hang Seng/Shanghai"  
[X Link](https://x.com/JSE_Invest/status/1740769728606736805)  2023-12-29T16:20Z [----] followers, [---] engagements


"I am obviously much more satisfied w international portfolio. $PDD helped me a lot up 125%. Am bullish on $BABA $JD $NTES in which Im building smaller positions. $OXY and $NEM remain my only positions outside China. Big tech Ive found quite untouchable"  
[X Link](https://x.com/JSE_Invest/status/1740770685763600511)  2023-12-29T16:24Z [----] followers, [---] engagements


"big part of my local holds. Tharisa is around 45-50% of my port currently. My mistake I believe had less to do with sizing and more with timing sizing of buys and most of all patience. They were beaten down as an illiquid stock w an (overly) ambitious project"  
[X Link](https://x.com/anyuser/status/1740772844450243000)  2023-12-29T16:32Z [--] followers, [---] engagements


"And we all know the IDF is like Ukraine using US weaponry. No difference. BREAKING: ⚡ Channel 12: "IDF found large quantities of Chinese-made weapons being used in Gaza" https://t.co/juVcusHu3P BREAKING: ⚡ Channel 12: "IDF found large quantities of Chinese-made weapons being used in Gaza" https://t.co/juVcusHu3P"  
[X Link](https://x.com/anyuser/status/1741443244481818713)  2023-12-31T12:56Z [--] followers, [---] engagements


"Anyone know of any Shipping businesses (dry bulk/containers/tankers) on @EasyEquities Have only really seen $SBLK $TXT $GSH anyone know of others"  
[X Link](https://x.com/JSE_Invest/status/1742846934316954085)  2024-01-04T09:54Z [----] followers, [----] engagements


"@VoltaireZA You mean like Israel is dedicated to the eradication of the Palestinians 😂"  
[X Link](https://x.com/anyuser/status/1742869468198416817)  2024-01-04T11:23Z [--] followers, [--] engagements


"Whats your [--] high conviction hold for [----] (or beyond)"  
[X Link](https://x.com/anyuser/status/1743033017273123194)  2024-01-04T22:13Z [--] followers, [---] engagements


"The gaming companies risk I kind of get with regulation fears (still think tangible impacts are grossly exaggerated). But seriously what justifies knocking down these companies to such low prices Im not upset - I hope Ill be able to keep buying around these levels for a while"  
[X Link](https://x.com/JSE_Invest/status/1743338779333836945)  2024-01-05T18:28Z [----] followers, [---] engagements


"But the China/geopolitical risk premium I am finding ludicrous tbh. Not only is it not really quantifiable (gives way to indiscriminate selling) but also compared to US gov with climate policies div tax hike fears China doesnt look nearly as bad honestly"  
[X Link](https://x.com/JSE_Invest/status/1743339181815054680)  2024-01-05T18:30Z [----] followers, [---] engagements


"@PringleTrade Just easy equities Its disappointed me ad infinitum re: tankers and shippers generally (dont even have Maersk) but Chinese stocks they have some goodies: PDD BABA JD NTES all of which Ive been building. PDD havent touched since $60s though"  
[X Link](https://x.com/JSE_Invest/status/1743339885015285841)  2024-01-05T18:33Z [----] followers, [---] engagements


"Added to $OXY position today"  
[X Link](https://x.com/anyuser/status/1743340288037318767)  2024-01-05T18:34Z [--] followers, [---] engagements


"Nice work. Made a great call on FTH a while back. No position Check out my little stock recommendation on Argent here https://t.co/RgFBMaHKnw #undervalued #StocksToBuy $jseart avail on #easyequities Check out my little stock recommendation on Argent here https://t.co/RgFBMaHKnw #undervalued #StocksToBuy $jseart avail on #easyequities"  
[X Link](https://x.com/JSE_Invest/status/1743340515612098631)  2024-01-05T18:35Z [----] followers, [---] engagements


"Crude and Brent up 2% today and $OXY down back into Buffett buyzone. Added to $OXY position today. Added to $OXY position today"  
[X Link](https://x.com/anyuser/status/1743341147911524849)  2024-01-05T18:38Z [--] followers, [---] engagements


"@imangegatehouse Foreign inflows into China are already hovering around decade lows so a lot of this fear we have already seen baked in for years"  
[X Link](https://x.com/JSE_Invest/status/1743355478149607916)  2024-01-05T19:35Z [----] followers, [--] engagements


"@CAPITALSIGMAza Dipped to [----] yday and someone bought in post market trade up go [-----] - I think there is someone big trying to buy stealthily. Lets see. Im with you on Sasol"  
[X Link](https://x.com/anyuser/status/1743377496760864918)  2024-01-05T21:02Z [--] followers, [---] engagements


"@ubuntupunk What do you mean The full rights of the equities you buy into are yours - there are also ADRs listed on NYSE that you are fully entitled to. You can sell at any time they cannot be seized. What do you mean they are derivatives Would you avoid every ETF for that reason"  
[X Link](https://x.com/JSE_Invest/status/1743577605385703638)  2024-01-06T10:17Z [----] followers, [--] engagements


"Is @BillAckman tweeting as much as physically possible as to bury the news 1) that his wife received a pretty penny from her noble patron Jeffrey Epstein 2) that his wife is no less guilty of the very accusations he is hurling @ certain higher level academics @CAPITALSIGMAza"  
[X Link](https://x.com/anyuser/status/1743930267251704272)  2024-01-07T09:39Z [--] followers, [----] engagements


"Whos ready to buy China today 🤤 $JD $BABA $NTES"  
[X Link](https://x.com/JSE_Invest/status/1744244738474033403)  2024-01-08T06:28Z [----] followers, [----] engagements


"Buying again at R17450 Anyone got an explanation for $SSL #JSESOL Sell-off this morning Most active share today and down 4% on no news crude and Brent marginally up. Perhaps market expected them on the other end of HCI transaction Seems pretty absurd but Anyone got an explanation for $SSL #JSESOL Sell-off this morning Most active share today and down 4% on no news crude and Brent marginally up. Perhaps market expected them on the other end of HCI transaction Seems pretty absurd but"  
[X Link](https://x.com/JSE_Invest/status/1744988632539087236)  2024-01-10T07:44Z [----] followers, [----] engagements


"@denari9911 Thanks Damn. Tbh I had R36 as my realistic expectation so thats not bad imo. Forward yield 8% is also roughly what I was hoping for so thats good to hear - thanks mate"  
[X Link](https://x.com/JSE_Invest/status/1744992722077831349)  2024-01-10T08:00Z [----] followers, [--] engagements


"Ok thanks @denari9911 @VelocityGuys - JPM downgrade to price target of R184 from R248 Earnings estimate down to R40/share; fwd div yield 8%. Not bad. Ill take that [---] fwd PE; 100% profit on four years waiting at spot. Seen much worse Anyone got an explanation for $SSL #JSESOL Sell-off this morning Most active share today and down 4% on no news crude and Brent marginally up. Perhaps market expected them on the other end of HCI transaction Seems pretty absurd but Anyone got an explanation for $SSL #JSESOL Sell-off this morning Most active share today and down 4% on no news crude and Brent"  
[X Link](https://x.com/JSE_Invest/status/1744993404298088784)  2024-01-10T08:03Z [----] followers, [---] engagements


"@DilBradly Thanks Makes me laugh when these downgrades have target prices that imply upside but market sells down 😂"  
[X Link](https://x.com/anyuser/status/1745049575818195102)  2024-01-10T11:46Z [--] followers, [---] engagements


"@CapOnePartners Yeah. But ESG concerns have been hurting share price for a couple months now since the meeting was interrupted. I just doubt the ESG concerns are equal to the several billions of rands knocked off the market cap. Maybe it is justified idk. Im thinking not"  
[X Link](https://x.com/JSE_Invest/status/1745333225168191759)  2024-01-11T06:34Z [----] followers, [--] engagements


"@CapOnePartners How much do you think these carbon taxes might eat into margins"  
[X Link](https://x.com/JSE_Invest/status/1745343903618703840)  2024-01-11T07:16Z [----] followers, [--] engagements


"Im no TA but the response to palladium after hitting sub $1000 looks pretty strong. Is Wall Street reading to give the shorts a hiding"  
[X Link](https://x.com/JSE_Invest/status/1745380819735138637)  2024-01-11T09:43Z [----] followers, [---] engagements


"@DanSmit43174599 @FrancoisJonker1 Key words - regardless of fundamentals. When that changes theyre in trouble"  
[X Link](https://x.com/JSE_Invest/status/1745409244743020658)  2024-01-11T11:36Z [----] followers, [--] engagements


"@mommy_moneyza Great work on this one I had doubts and am not adding now but youve probably made serious returns holding for dividends and whatever cap gains come with it. With Red Sea conflict im just waiting for dry bulk to shake - post Chinese NY chrome seasonality is favorable"  
[X Link](https://x.com/JSE_Invest/status/1745710424798937306)  2024-01-12T07:32Z [----] followers, [---] engagements


"Your favourite construction company on the JSE and why Calgro mine"  
[X Link](https://x.com/JSE_Invest/status/1746149942668788220)  2024-01-13T12:39Z [----] followers, [----] engagements


"In which companies is the PIC still offloading shares Asking for a friend 😆"  
[X Link](https://x.com/JSE_Invest/status/1746154423838015713)  2024-01-13T12:57Z [----] followers, [----] engagements


"@RossMalt Yes Cyprus right They do look cheap and I usually wouldnt mind the high insider ownership but 80% is maybe too much for me mainly in ACS case because it doesnt seem like shareholders are being rewarded for the illiquidity Idk I like them fundamentally dk a lot"  
[X Link](https://x.com/JSE_Invest/status/1746165076040593625)  2024-01-13T13:39Z [----] followers, [---] engagements


"@CAPITALSIGMAza 😂😂😂 - the main change will probably be to increase concentration ;) weed one a couple minor ones (that 4% one is a wild card of note 😂😂)"  
[X Link](https://x.com/anyuser/status/1746604126593585407)  2024-01-14T18:44Z [--] followers, [---] engagements


"Added to $JD and $NEM; opened a small position in $SBLK on news of a dry bulker getting hit - hoping to build as seasonal weakness on prices hopefully persists through jan/Feb"  
[X Link](https://x.com/JSE_Invest/status/1747275020462854225)  2024-01-16T15:10Z [----] followers, [---] engagements


"Remembered this statement. I dont know if its a recession or rather sticky inflation that will do it but I still reckon around this time (perhaps even as soon as April/May if rates are cut in March as predicted). If Im wrong still not touching US tech at these prices. Mmm rate hikes have a 12-18 month lagging effect. Id give recession any time until (and/or between) June 24-Jan [--]. Recession comes when the 5.5% interest is felt fully right now US is only really feeling 3%. Mmm rate hikes have a 12-18 month lagging effect. Id give recession any time until (and/or between) June 24-Jan 25."  
[X Link](https://x.com/JSE_Invest/status/1747345006837301439)  2024-01-16T19:48Z [----] followers, [---] engagements


"Now show total GDP growth over the same period ;) Total Returns Last [--] Years. US Stocks $SPY: +207% Chinese Stocks $FXI: -23% https://t.co/vhucvkJ987 Total Returns Last [--] Years. US Stocks $SPY: +207% Chinese Stocks $FXI: -23% https://t.co/vhucvkJ987"  
[X Link](https://x.com/JSE_Invest/status/1747878281200771488)  2024-01-18T07:07Z [----] followers, [---] engagements


"@hazelwood_dave True. But the thing that seems concerning to me is the proportion of full time job losses compared to part time job gains. doesnt seem so far like an economy *cant* run on that but it does make me a bit uneasy 😂 idk"  
[X Link](https://x.com/JSE_Invest/status/1748047185172701508)  2024-01-18T18:18Z [----] followers, [---] engagements


"Like this one. Whatre your favourite REITs (@richytee Im assuming GRT Which I am still keeping a v close eye on). @ElvynGovender "You can make a lot of money following the interest rate cycle." The late and legendary trader @traderdavy @ElvynGovender "You can make a lot of money following the interest rate cycle." The late and legendary trader @traderdavy"  
[X Link](https://x.com/JSE_Invest/status/1748433022922166713)  2024-01-19T19:51Z [----] followers, [---] engagements


"@coolcatinvestor Netanyahu is who america thinks putin is"  
[X Link](https://x.com/JSE_Invest/status/1749006833539269056)  2024-01-21T09:51Z [----] followers, [--] engagements


"$JSEPAN Amazing operational performance. AISC below guidance at $1300 gold prod 98koz vs 92koz for [--]. Hint that they may reevaluate production guidance higher later in the year if performance continues. Great stuff. Cheap"  
[X Link](https://x.com/JSE_Invest/status/1749327023091179974)  2024-01-22T07:03Z [----] followers, [----] engagements


"Ahh the dilemma: to transfer some ZAR to dollars for the China plan at R19.20:1 or to wait"  
[X Link](https://x.com/JSE_Invest/status/1749491416844103684)  2024-01-22T17:57Z [----] followers, [---] engagements


"As expected seasonal weakness hurting #TGA. Bought a bit today under R129 and will look to add as weakness continues. Net cash position somewhere around 80% of market cap is just insane. Not expecting massive dividends. Will write on reasoning soon. #JSETGA #LSETGA Halved #JSETGA Thungela position Monday for 20% profit (excl. div) anticipating seasonal weakness (Nov-Feb/March typically). Aim is to add the same amount if/when it hits R130 and build thereon out. Halved #JSETGA Thungela position Monday for 20% profit (excl. div) anticipating seasonal weakness (Nov-Feb/March typically). Aim is to"  
[X Link](https://x.com/JSE_Invest/status/1749708001307496875)  2024-01-23T08:17Z [----] followers, [---] engagements


"So Morgan Stanley have a price target of R100 for Thungela #JSETGA Do they know that at R107 pretty much 100% of the market cap will equal their net cash position 😭😂"  
[X Link](https://x.com/JSE_Invest/status/1749731719899488517)  2024-01-23T09:52Z [----] followers, [----] engagements


"@chasingalpha__ Oh thats crazy didnt know copper was that big"  
[X Link](https://x.com/JSE_Invest/status/1749735836055196051)  2024-01-23T10:08Z [----] followers, [--] engagements


"Wtfs happening with Vodacom #JSEVOD"  
[X Link](https://x.com/anyuser/status/1750421790432579925)  2024-01-25T07:34Z [--] followers, [----] engagements


"@ragingdelta Yeah. maybe fund manager trying to get out asap"  
[X Link](https://x.com/JSE_Invest/status/1750439883645104403)  2024-01-25T08:46Z [----] followers, [--] engagements


"Added to #JSETGA #LSETGA Thungela position again today at R1203/share. Can someone pls tell me what Morgan Stanleys EPS estimate was"  
[X Link](https://x.com/anyuser/status/1750495073806995630)  2024-01-25T12:25Z [--] followers, [---] engagements


"Would love if u/anyone could verify this claim genuinely. But also even if they were at break even (my calculations show they are not) R60/share would give a market cap of R8b thats less than their net cash position. Doesnt take a genius to realize thats not right. Thungela at last results said their breakeven is $90 RB. Current RB price is $93 (i.e. it's essentially at break-even). Given that Thungela is making no margin the share can easily trade at R60. Thungela at last results said their breakeven is $90 RB. Current RB price is $93 (i.e. it's essentially at break-even). Given that"  
[X Link](https://x.com/JSE_Invest/status/1750818769369231559)  2024-01-26T09:51Z [----] followers, [----] engagements


"And just to note in my calculations I use a discount of 15% to current RBT spot price which is likely too conservative; as margins grow more compressed discount narrows. Nature of the game. Still I see around R14 HEPS for FY24 at spot"  
[X Link](https://x.com/JSE_Invest/status/1750819723833384973)  2024-01-26T09:55Z [----] followers, [---] engagements


"@mohato_san Thanks for this. @kwenza_b Im assuming this $83 is for spot price not discounted This is much closer to my number than Imraan"  
[X Link](https://x.com/JSE_Invest/status/1750821414221893915)  2024-01-26T10:02Z [----] followers, [--] engagements


"@ImraanJeeva @fluffycray0n I agree generally with the point youre making that its certainly not doing the business it was before (esp in 2022) but I think after Feb as seasonal volatility eases things may be good - idk Ive dipped a toe in and will continue if it keeps falling but Im going slowly"  
[X Link](https://x.com/JSE_Invest/status/1750850426079977763)  2024-01-26T11:57Z [----] followers, [--] engagements


"Ive found a company with net cash position roughly = to market cap FCF 75% of market cap doing aggressive share buybacks and developing expansion plans. its cyclical making 52wk lows down 85% from ATH PE [---] fwd PE 4.0"  
[X Link](https://x.com/JSE_Invest/status/1751231105502445762)  2024-01-27T13:10Z [----] followers, [----] engagements


"@chasingalpha__ Im really not sure. Ive assumed because of its smaller size it has less institutional interest and it arguably has less staying power or flexibility (not 100% accurate when costs considered) but their mintails ramp up I think should help the multiple. Hbu"  
[X Link](https://x.com/JSE_Invest/status/1751525200804372556)  2024-01-28T08:38Z [----] followers, [--] engagements


"@JuniorBuffett I think around 10-12 so lets say [--]. they do probably deserve higher but as a JSE stock and a fairly illiquid one I just think the current 15x is a bit ott. Ill wait for trade update to reevaluate cause fwd earnings may move merit current pricing just unsure so downsizing"  
[X Link](https://x.com/JSE_Invest/status/1751978888220078376)  2024-01-29T14:41Z [----] followers, [---] engagements


"@GenZInvestor4 Surprised it didnt tank more tbh"  
[X Link](https://x.com/JSE_Invest/status/1752016151654080898)  2024-01-29T17:09Z [----] followers, [---] engagements


"Nornickel palladium production declines - pretty good for PGM miners. Should see decent rally today"  
[X Link](https://x.com/JSE_Invest/status/1752215914383036592)  2024-01-30T06:23Z [----] followers, [---] engagements


"@DanSmit43174599 100%. Natural gas coal both decimated recently but still not as low as they had been prior to covid inflation"  
[X Link](https://x.com/JSE_Invest/status/1752276407479095734)  2024-01-30T10:23Z [----] followers, [---] engagements


"@josh_b17 Yeah theoretically it may but theyre pretty strict with lending policies esp. in South Africa which imo is the bigger risk area. They reject upward of 80% of their loan requests in SA"  
[X Link](https://x.com/JSE_Invest/status/1752340074258165769)  2024-01-30T14:36Z [----] followers, [--] engagements


"Was finally able to add more on my EE account. Now 5% of local portfolio. Would have liked it to be bigger by now but not keen to ramp up average buy price. Definitely one of my favourite JSE listed companies and one of my @CAPITALSIGMAza picks for [--]. #JSEPAN: INSANE update. HEPS for [--] months $2.2 at [----] FX makes 41c (ZAR). This is with gold prices averaging $1960 lower than current. God I love these guys #JSEPAN: INSANE update. HEPS for [--] months $2.2 at [----] FX makes 41c (ZAR). This is with gold prices averaging $1960 lower than current. God I love these guys"  
[X Link](https://x.com/JSE_Invest/status/1753348866093539825)  2024-02-02T09:25Z [----] followers, [----] engagements


"So over the weekend US bombs Iran shortly after false news of peace treaty agreement between Israel and Hamas brings down commodities across the board. Has America forgotten how these situations have turned out in the past"  
[X Link](https://x.com/JSE_Invest/status/1754249922633724082)  2024-02-04T21:05Z [----] followers, [---] engagements


"Awful decision from Multichoice #JSEMCG. market clearly thinks theyre wrong. If R105 wasnt a decent enough premium from R70 what is If Canal+ calls it a day MCG is going far below R70"  
[X Link](https://x.com/JSE_Invest/status/1754406470081233038)  2024-02-05T07:27Z [----] followers, [----] engagements


"@kudu_biltong Rejected buyout"  
[X Link](https://x.com/JSE_Invest/status/1754514003466825872)  2024-02-05T14:35Z [----] followers, [--] engagements


"Palantir META now Nordisk all opting to burn cash at these levels instead of reward their shareholders in an effective long term manner. If youve cared to look into the maths massive difference between buying back shares at even 10x earnings vs 15x. ⚠ NOVO NORDISK TO BEGIN [----] SHARE BUYBACKS (Reuters) Novo Nordisk will on Tuesday begin the execution of its planned share buyback programme for [----] the Danish maker of obesity drug Wegovy and diabetes treatment Ozempic said in a statement. Novo on Jan. [--] said it planned https://t.co/yUyqTqsMx8 ⚠ NOVO NORDISK TO BEGIN [----] SHARE BUYBACKS"  
[X Link](https://x.com/JSE_Invest/status/1754776342946578820)  2024-02-06T07:57Z [----] followers, [---] engagements


"On $NVDA. @Mercedarians @ImraanJeeva @Mercedarians Forward PE also not particularly determinative of value since order book isnt permanent. This is a cyclical and people just havent figured that out yet. When demand tapers off inevitably (from oversupply) then PE of 33x with FPE of [--] for example isnt gonna look hot. @ImraanJeeva @Mercedarians Forward PE also not particularly determinative of value since order book isnt permanent. This is a cyclical and people just havent figured that out yet. When demand tapers off inevitably (from oversupply) then PE of 33x with FPE of [--] for example isnt"  
[X Link](https://x.com/JSE_Invest/status/1754782086974541874)  2024-02-06T08:20Z [----] followers, [---] engagements


"Easy answer as to how to protect the fiber-optic cables: stop genocide on Gaza. Alas America isnt done playing around. @CAPITALSIGMAza An increasing focus in the Red Sea: how to protect fiber-optic cables that account for a significant proportion of global Internet traffic. https://t.co/07zTDRGjjD An increasing focus in the Red Sea: how to protect fiber-optic cables that account for a significant proportion of global Internet traffic. https://t.co/07zTDRGjjD"  
[X Link](https://x.com/JSE_Invest/status/1754782394995847169)  2024-02-06T08:21Z [----] followers, [---] engagements


"Up 20% on $NTES Netease since everyone told you China was toast uninvestable etc. because of gaming regulation proposal that of course never materialized"  
[X Link](https://x.com/JSE_Invest/status/1754895622186877075)  2024-02-06T15:51Z [----] followers, [---] engagements


"@MakiMarish @ShareSquare2 Yeah noticed this eve thanks for the mention. Tons of buying. Odds weigh in favour of share price rise for one reason or another. Even if it is a sneaky insider takeover attempt underway ( la you know who @HarrySmit123) will still find a premium at least. Glad I bought"  
[X Link](https://x.com/JSE_Invest/status/1754910623941496958)  2024-02-06T16:51Z [----] followers, [--] engagements


"@CreditableInves @JulianT29615802 Just used a number for the sake of illustration. Tbh I think its probably decently more than 100% gain from here but idk how much will just keep evaluating as earnings come through and China fears are winnowed out of market by strong performance 😂 what do u reckon for them"  
[X Link](https://x.com/JSE_Invest/status/1755093511773266391)  2024-02-07T04:57Z [----] followers, [--] engagements


"Will an EV be your next car purchase"  
[X Link](https://x.com/JSE_Invest/status/1756014532500107460)  2024-02-09T17:57Z [----] followers, [----] engagements


"@DilBradly Hedging offset by one off impairment losses too though. big worry is these impairment losses carry on"  
[X Link](https://x.com/JSE_Invest/status/1756016432763072716)  2024-02-09T18:05Z [----] followers, [---] engagements


"The fact that there are people out there buying $META shares from Zuckerberg and $AMZN shares from Bezos wont end well"  
[X Link](https://x.com/JSE_Invest/status/1756191370602021031)  2024-02-10T05:40Z [----] followers, [---] engagements


"@Mr_Derivatives Pls explain why you consider shorting nvda and going long tsla is somehow contrarian when both ideas are very popular on fintwit"  
[X Link](https://x.com/JSE_Invest/status/1756367588068577506)  2024-02-10T17:20Z [----] followers, [---] engagements


"So out of [---] votes cast [--] have an EV. Didnt even specify BEV. Changes take time and theyre never absolute. ICE not going anywhere. Do you have an EV (electric vehicle) Do you have an EV (electric vehicle)"  
[X Link](https://x.com/JSE_Invest/status/1756592842300911732)  2024-02-11T08:15Z [----] followers, [---] engagements


"Again [---] votes cast and less than 10% are keen to have an EV as their next car purchase. By the time of the next purchase itll be around [----]. Sample size tiny but just goes to show how unready the world (esp developing) is for a rapid transition. Lots of time. Will an EV be your next car purchase Will an EV be your next car purchase"  
[X Link](https://x.com/JSE_Invest/status/1756593495446306896)  2024-02-11T08:18Z [----] followers, [---] engagements


"@richytee Old man and the sea is divisive. The styles not for everyone but if you enjoy the start stick with it I liked even though hes not my favourite style of writer"  
[X Link](https://x.com/JSE_Invest/status/1756768543486460216)  2024-02-11T19:53Z [----] followers, [---] engagements


"Added to $NEM position average buy price $33.3"  
[X Link](https://x.com/JSE_Invest/status/1757063204876828842)  2024-02-12T15:24Z [----] followers, [---] engagements


"SPX QQQ down while precious metals are up. something tells me this CPI reading is gonna be interested"  
[X Link](https://x.com/JSE_Invest/status/1757275508411158577)  2024-02-13T05:28Z [----] followers, [---] engagements


"@christankerfund Why do u reckon $SBLK down so much today adj earnings seemed in line with expectations"  
[X Link](https://x.com/JSE_Invest/status/1757445969564615019)  2024-02-13T16:45Z [----] followers, [---] engagements


"Bought a little more $JSEPAN on results confirming pretty much everything I wanted to see. Low AISC beating major miners doubled net cash position earnings will keep growing. Making mad cash at spot lets go. Ill keep adding if it comes off further"  
[X Link](https://x.com/JSE_Invest/status/1757675008141193544)  2024-02-14T07:55Z [----] followers, [---] engagements


"World Platinum Council announces second consecutive plats deficit but who cares about supply and demand when you can buy NVDA at the handsome price of $730"  
[X Link](https://x.com/JSE_Invest/status/1757713075094929838)  2024-02-14T10:27Z [----] followers, [----] engagements


"So Im up like 300% on 4SI (sold some at 206%) - something doesnt seem right here. PE of 20x. Is it just FOMO Either banging results or buyout impending or shits gonna come tumbling down quick. Sitting out until I know more"  
[X Link](https://x.com/JSE_Invest/status/1757714544531578958)  2024-02-14T10:32Z [----] followers, [---] engagements


"@chasingalpha__ @FranskeNeiteler @SAValueInvestor Yeah I mean lets see on HY report what info comes out about div policy going forward with all the changes abounding. For upcoming June end year yield of 7% I dont think is a stretch at current share price given oil seems to be waking up a bit but lets see"  
[X Link](https://x.com/JSE_Invest/status/1757855963829182567)  2024-02-14T19:54Z [----] followers, [---] engagements


"Does anyone know what happened to those saying China was dead $JD $BABA $DQ $PDD Really hope these names come down again so I can scoop up more. WELCOME TO THE YEAR OF THE DRAGON 🐲🔥 $BABA $JD $WB $KWEB https://t.co/8lNh17aFId WELCOME TO THE YEAR OF THE DRAGON 🐲🔥 $BABA $JD $WB $KWEB https://t.co/8lNh17aFId"  
[X Link](https://x.com/JSE_Invest/status/1758427570364612823)  2024-02-16T09:46Z [----] followers, [----] engagements


"@SAValueInvestor take a look at the days transaction history - looks like someone getting margin called/liquidating"  
[X Link](https://x.com/JSE_Invest/status/1758481933602902209)  2024-02-16T13:22Z [----] followers, [---] engagements


"@LT_Investor_SA Hahaha love it. Generally also long term hey unless there are opportunities in short term I think are worth it in the meanwhile. But GRT is the only one I know enough of to place a bet on and Im still waiting for sub R9 😅"  
[X Link](https://x.com/JSE_Invest/status/1758555506338046022)  2024-02-16T18:14Z [----] followers, [--] engagements


"Does one pay dividend tax on ETFs held in TFSAs"  
[X Link](https://x.com/JSE_Invest/status/1758807156294349227)  2024-02-17T10:54Z [----] followers, [----] engagements


"@James_Morris_SA Ive never had one. Dont like ETFs in general but am thinking about it as a couple seem reasonable given tax free hbu"  
[X Link](https://x.com/JSE_Invest/status/1758814159930589493)  2024-02-17T11:22Z [----] followers, [--] engagements


"@James_Morris_SA @Nerina_Visser Ok thanks. Generally avoided ETFs as I dont think they offer substantial returns but STXDIV is cyclical which I like"  
[X Link](https://x.com/JSE_Invest/status/1758816589779018206)  2024-02-17T11:32Z [----] followers, [--] engagements


"@snotgras72 REIT capital gains you mean right"  
[X Link](https://x.com/JSE_Invest/status/1758861386468196543)  2024-02-17T14:30Z [----] followers, [---] engagements


"Bloomberg 😭 imagine the face-melting rally that would ensue"  
[X Link](https://x.com/JSE_Invest/status/1758861698641821793)  2024-02-17T14:31Z [----] followers, [---] engagements


"Now that Russia controls Avdiivka theres much sparsely populated rural land they could move through quickly West & NW before next major urban areas. Reminder Russia wanted peace talks over [--] months ago and Zelenskyy has adamantly refused. This wont end well shocking For those still following Ukraine war I think next [--] months are going to be quite telling. Russian flanking turning it seems is turning circular as ground is gained. its reminding me of tactics used by Hannibal in the Battle of Cannae. Lets see. No wonder NATO wants in For those still following Ukraine war I think next [--] months"  
[X Link](https://x.com/JSE_Invest/status/1758884291021287821)  2024-02-17T16:01Z [----] followers, [---] engagements


"#JSEMCZ - been watching this one for a while. Bought in today. Buyout offer gives around 20% gain which isnt huge but offer likely to be rejected; they should offer something a bit more substantial. Lets see"  
[X Link](https://x.com/JSE_Invest/status/1759914569277866002)  2024-02-20T12:15Z [----] followers, [---] engagements


"I did expect it to be ugly but not this ugly. DRD gold didnt help much and no mention of uranium. Ive kept cash spare if todays drop is big enough - I think it will be big. Waiting on full report for more info and will evaluate then. That #JSESSW $SBSW update doesnt look pretty. Despite almost all production in line w expectations impairments result in EPS loss and HEPS a lot lower than expected at 60c. I cant see market reacting positively to this today but lets see That #JSESSW $SBSW update doesnt look pretty. Despite almost all production in line w expectations impairments result in EPS"  
[X Link](https://x.com/JSE_Invest/status/1760191190341652980)  2024-02-21T06:34Z [----] followers, [----] engagements


"@CapOnePartners Where do you get net cash of R330m Its R82m according to their last results"  
[X Link](https://x.com/JSE_Invest/status/1760253420223496255)  2024-02-21T10:41Z [----] followers, [---] engagements


"@kp3690kp Not concerned about that really - EVs have a place in the future just like hybrids do; most of the world simply isnt ready for EVs (most dont have fully operational electricity); precious metals will be around for long. SSW biggest worries imo is short suffering"  
[X Link](https://x.com/JSE_Invest/status/1760298309447459068)  2024-02-21T13:39Z [----] followers, [--] engagements


"#JSETHA THS Chrome concentrate 40-42% prices ticking up again post CNY good news. While other PGM miners are getting hammered Tharisa is still rolling in cash. NPH is priced at R110 and HEPS around R1 (as per guidance of 0.6-2) Tharisa at R13 HEPS at R4. Insane"  
[X Link](https://x.com/JSE_Invest/status/1760629407197073773)  2024-02-22T11:35Z [----] followers, [---] engagements


"Added to $NEM. Markets delusional"  
[X Link](https://x.com/JSE_Invest/status/1760696497149030547)  2024-02-22T16:02Z [----] followers, [----] engagements


"@alex7frey Smartest mind in finance"  
[X Link](https://x.com/JSE_Invest/status/1761411207192342750)  2024-02-24T15:22Z [----] followers, [--] engagements

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