# ![@cjpraat Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1764655235392221184.png) @cjpraat Christina

Christina posts on X about $ssl, $jsesol, ceo, market the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1764655235392221184/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1764655235392221184/c:line/m:interactions.svg)

- [--] Week [-----] -50%
- [--] Month [------] -75%
- [--] Months [-------] +416%
- [--] Year [-------] +452%

### Mentions: [--] [#](/creator/twitter::1764655235392221184/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1764655235392221184/c:line/m:posts_active.svg)

- [--] Week [--] +19%
- [--] Month [--] -38%
- [--] Months [---] +267%
- [--] Year [---] +132%

### Followers: [-----] [#](/creator/twitter::1764655235392221184/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1764655235392221184/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Month [-----] +1.70%
- [--] Months [-----] +101%
- [--] Year [-----] +658%

### CreatorRank: [---------] [#](/creator/twitter::1764655235392221184/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1764655235392221184/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  51.35% [countries](/list/countries)  11.71% [stocks](/list/stocks)  3.6% [travel destinations](/list/travel-destinations)  3.6% [exchanges](/list/exchanges)  0.9% [technology brands](/list/technology-brands)  0.9%

**Social topic influence**
[$ssl](/topic/$ssl) #13, [$jsesol](/topic/$jsesol) #3, [ceo](/topic/ceo) 11.71%, [market](/topic/market) 9.91%, [$jsemrp](/topic/$jsemrp) #1, [in the](/topic/in-the) 8.11%, [$jseblu](/topic/$jseblu) 8.11%, [ipo](/topic/ipo) 6.31%, [acquisition](/topic/acquisition) #974, [closed](/topic/closed) 4.5%

**Top accounts mentioned or mentioned by**
[@mommymoneyza](/creator/undefined) [@financeghost](/creator/undefined) [@magennaidoo](/creator/undefined) [@rjr007007](/creator/undefined) [@spearreit](/creator/undefined) [@lompie77](/creator/undefined) [@moally111](/creator/undefined) [@grok](/creator/undefined)

**Top assets mentioned**
[Sasol Limited (SSL)](/topic/$ssl) [Dow Inc (DOW)](/topic/dow-inc) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [HSBC Holdings PLC (HSBC)](/topic/$hsbc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Sasol - Coronation Fund Managers bought into Sasol in Q4 [----]. They believe there's 100% upside in the share. Here's their commentary: $JSESOL $SSL"  
[X Link](https://x.com/anyuser/status/1891774185292107907)  2025-02-18T08:58Z [----] followers, 24.8K engagements


"Reinet $JSERNI is up 11% since Tuesday on high volumes. They received an upgrade from Standard Bank. The average trading volume is 444k shares. On Tuesday 651k shares traded On Wednesday 1.8m shares traded On Thursday 1.1m shares traded On Friday 1m shares traded"  
[X Link](https://x.com/anyuser/status/1982008890007953605)  2025-10-25T08:58Z [----] followers, [----] engagements


"Sasol $JSESOL $SSL - is up around 5% due to improved sentiment about the US Chemicals Industry. Last night on the NYSE Lyondellbasell $LYB was up 5.8% and Dow Inc $DOW was up 5.1%"  
[X Link](https://x.com/anyuser/status/1940328389329694998)  2025-07-02T08:35Z [----] followers, [----] engagements


"Sasol $JSESOL $SSL - HSBC upgraded their price target to R185 today. PSG has a price target of R184 There's still short interest in Sasol and many haven't closed their positions. What happens when they start to cover"  
[X Link](https://x.com/anyuser/status/1962827685018640742)  2025-09-02T10:39Z [----] followers, [----] engagements


"Apparel Retailers are down YTD : Truworths $JSETRU : - 45% TFG $JSETFG : - 40% Mr Price $JSEMRP : - 25% Woolworths $JSEWHL : - 14% Pepkor $JSEPPH : - 7% Shein and Temu are growing fast and have : - 3.6% Apparel Market Share - R7.3bn in Apparel Sales - 37% of e-commerce Sales"  
[X Link](https://x.com/anyuser/status/1982350888548336077)  2025-10-26T07:37Z [----] followers, [----] engagements


"Purple $JSEPPE - There's a Non-zero chance they're a takeover target. Sanlam owns 30% of EasyEquities. From June these Fintech players were acquired : Lesaka buys Bank Zero - R1.1bn Nedbank buys iKhokha - R1.65bn FNB buys 20.1% of Optasia - R4.7bn Old Mutual buys 10x - R2.2bn Old Mutual buying 85% of 10X for R2.2bn confirms the trend of Fintechs being acquired by incumbents. And it will continue. Old Mutual buying 85% of 10X for R2.2bn confirms the trend of Fintechs being acquired by incumbents. And it will continue"  
[X Link](https://x.com/anyuser/status/1983422715781632455)  2025-10-29T06:36Z [----] followers, 12K engagements


"Accelerate $JSEAPF is up 11% today and up 22% since Friday. There were high volumes on Tuesday and Wednesday The average trading volume is 500k shares. Tuesday - 1.1m shares traded Wednesday - 2.2m shares traded"  
[X Link](https://x.com/anyuser/status/1983823676337484257)  2025-10-30T09:09Z [----] followers, [----] engagements


"Clothing Retailers were down this week: Truworths $JSETRU : - 7% TFG $JSETFG : - 7% Mr Price $JSEMRP : - 5% Woolworths $JSEWHL : - 1% Pepkor $JSEPPH : - 1% Shein/Temu have 3.6% market share in clothing Pepkor is least affected. Lower LSM's are less likely to buy online"  
[X Link](https://x.com/anyuser/status/1984587293802295769)  2025-11-01T11:44Z [----] followers, [----] engagements


"Pepkor $JSEPPH released a trading update. Revenue grew 12% For "Fintech" there's a 31% increase in revenue. It contributes 17% of group revenue. "Fintech" is now 40% bigger than "Furniture Appliances Electronics". A month back the market sold-off Pepkor to R24 : Pepkor $JSEPPH at R24 is trading lower than the recent IBEX placement of 28% of the company at around R25.45 Pepkor mainly owns Pep Fintech Ackermans and Avenida in Brazil. The CEO bought R1.6bn of shares in August. https://t.co/NCaYCj8OJf Pepkor $JSEPPH at R24 is trading lower than the recent IBEX placement of 28% of the company at"  
[X Link](https://x.com/anyuser/status/1985255284839706845)  2025-11-03T07:58Z [----] followers, [----] engagements


"Pepkor $JSEPPH at R24 is trading lower than the recent IBEX placement of 28% of the company at around R25.45 Pepkor mainly owns Pep Fintech Ackermans and Avenida in Brazil. The CEO bought R1.6bn of shares in August"  
[X Link](https://x.com/anyuser/status/1972562305125867906)  2025-09-29T07:21Z [----] followers, [----] engagements


"Pick n Pay $JSEPIK is the only supermarket in some malls. These exclusive lease agreements must end in December [----]. Their exclusivity has already ended at Cavendish Square after decades. Yesterday Shoprite $JSESHP opened a Checkers [--] metres from the Pick n Pay :"  
[X Link](https://x.com/anyuser/status/1981632827708829953)  2025-10-24T08:04Z [----] followers, [----] engagements


"MSCI Index Rebalancing effective close on [--] Nov : Standard Index (SA) - Additions : Northam Platinum Deletions : Old Mutual Small Cap Index (SA) - Additions : Old Mutual Deletions : Northam Platinum $JSENPH $JSEOMU"  
[X Link](https://x.com/anyuser/status/1986302093943066774)  2025-11-06T05:18Z [----] followers, [----] engagements


"Sasol $JSESOL $SSL is now up 29% since the trading statement last week. If you're still short Sasol are you worried It made sense to short Sasol in [----] but it's only paper profits until you close the short. Or does Sasol always go down"  
[X Link](https://x.com/anyuser/status/1958463227022422279)  2025-08-21T09:36Z [----] followers, [----] engagements


"These JSE REITS had a strong October : Growthpoint $JSEGRT up 11% Redefine $JSERDF up 8% Vukile $JSEVKE up 10% Resilient $JSERES up 10% Hyprop $JSEHYP up 10% Attacq $JSEATT up 8% Emira $JSEEMI up 13%"  
[X Link](https://x.com/anyuser/status/1984524569391050967)  2025-11-01T07:35Z [----] followers, [----] engagements


"The Heneck family owns "The Crazy Store" South Africas largest discount variety chain with 500+ stores. They keep a low profile and are rarely in the spotlight. Despite attractive buyout offers for Melbro over the years theyve stayed private with no plans to list"  
[X Link](https://x.com/anyuser/status/2006998867750027657)  2026-01-02T07:59Z [----] followers, 32K engagements


"Sasol $JSESOL $SSL is up 47% in a month. It's still so cheap that it's trading at a PE of 3.6x and at a 50% discount to its fair value"  
[X Link](https://x.com/cjpraat/status/1965004340252598707)  2025-09-08T10:48Z [----] followers, [----] engagements


"Nedbank $JSENED is up 9% since last week. The rest of the banks are all up : Standard Bank up 7% ABSA up 6% FirstRand up 4% Capitec up 1%"  
[X Link](https://x.com/cjpraat/status/1975223613277258139)  2025-10-06T15:36Z [----] followers, [----] engagements


"SA Banks are all up this month : Capitec $JSECPI up 16% Nedbank $JSENED up 15% Standard Bank $JSESBK up 10% ABSA $JSEABG up 9% FirstRand $JSEFSR up 7%"  
[X Link](https://x.com/cjpraat/status/1983231182281085008)  2025-10-28T17:55Z [----] followers, [----] engagements


"Optasia $JSEOPA - Early shareholders cashed out R5.2bn today. Why did FirstRand buy at the IPO top of R19/share Ex-FNB CEO Michael Jordaan (now Optasia chair) likely brokered the 20.1% sale to FirstRand. Coincidently FNBs current CEO got his big break from Michael Jordaan:"  
[X Link](https://x.com/cjpraat/status/1985693594578272493)  2025-11-04T13:00Z [----] followers, 14K engagements


"BHP has officially walked away from its renewed takeover bid for Anglo American. This is the second failed attempt in [--] months. Anglo is now full steam ahead with its merger with Teck Resources. $JSEBHG $JSEAGL"  
[X Link](https://x.com/cjpraat/status/1992850814029996239)  2025-11-24T07:00Z [----] followers, [----] engagements


"Old Mutual $JSEOMU bows out of the MSCI South Africa Index at today's close and will be demoted to small cap status. Taking its place in the main index is Northam Platinum $JSENPH MSCI Index Rebalancing effective close on [--] Nov : Standard Index (SA) - Additions : Northam Platinum Deletions : Old Mutual Small Cap Index (SA) - Additions : Old Mutual Deletions : Northam Platinum $JSENPH $JSEOMU https://t.co/VJyylXDx4S MSCI Index Rebalancing effective close on [--] Nov : Standard Index (SA) - Additions : Northam Platinum Deletions : Old Mutual Small Cap Index (SA) - Additions : Old Mutual"  
[X Link](https://x.com/cjpraat/status/1992924996998779103)  2025-11-24T11:55Z [----] followers, [----] engagements


"Mr Price $JSEMRP : The total return over [--] years is barely 3% before dividends. The gains from the GNU and two pot system have now mostly vanished :"  
[X Link](https://x.com/cjpraat/status/1998696803122720945)  2025-12-10T10:10Z [----] followers, [----] engagements


"Mr Price $JSEMRP : Northstar Asset Managers asked if the Mr Price management incentives structure is behind the NKD acquisition :"  
[X Link](https://x.com/cjpraat/status/2013495299226873942)  2026-01-20T06:14Z [----] followers, 11.8K engagements


"Mr Price $JSEMRP : CEO Mark Blair must have a crystal ball Pepco doesn't. Pepco (a direct competitor in the discount space) is closing stores in Germany. They were rumored to be eyeing NKD but passed. When a competitor is running away but you sprint in"  
[X Link](https://x.com/cjpraat/status/2014600874417377423)  2026-01-23T07:27Z [----] followers, [----] engagements


"WeBuyCars $JSEWBC : In Nov [----] an associate of Dirk van der Walt bought 450k shares (R20.5m at avg R45.46). Now their main vehicle sold 18.7m shares (R866m at avg R46.27) in late Jan/early Feb [----] for diversification and estate planning. Still "fully committed" though"  
[X Link](https://x.com/cjpraat/status/2018631723798720895)  2026-02-03T10:24Z [----] followers, [----] engagements


"RMB $JSERMH Acquisition [--] Sep [----] : RMB's NAV is 66c [--] Oct [----] : Atterbury acquires 28.35% of RMB from Coronation. [--] Nov [----] : They impair the Atterbury investment. NAV drops to 47.5c [--] Nov [----] : Cautionary announcement that Atterbury has made an offer to acquire RMH"  
[X Link](https://x.com/cjpraat/status/2020835626736877731)  2026-02-09T12:22Z [----] followers, [----] engagements


"Sasol $JSESOL $SSL : Electricity and Energy Minister is set to propose suspending South Africa's carbon tax on economic pressures. If carbon taxes gets paused or eased it could be a massive relief for Sasol. https://share.google/VezxqEPnbn7S36Cds https://share.google/VezxqEPnbn7S36Cds"  
[X Link](https://x.com/cjpraat/status/2021853729419669807)  2026-02-12T07:47Z [----] followers, [----] engagements


"Altron $JSEAEL reached another [--] Week high of R25 on Friday. Company insiders bought R2.6m of shares in May. In November they announced an increase in profit and a 60% higher interim dividend. The share is up 148% over the last year :"  
[X Link](https://x.com/anyuser/status/1878322691020623930)  2025-01-12T06:06Z [----] followers, [----] engagements


"Sasol's Chemical business in the US may benefit from higher chemical prices as US tariffs on Canada Mexico will disrupt the petrochemicals market : $JSESOL $SSL https://www.argusmedia.com/en/news-and-insights/latest-market-news/2653200-us-mexico-canada-tariffs-to-disrupt-polymers-markets https://www.argusmedia.com/en/news-and-insights/latest-market-news/2653200-us-mexico-canada-tariffs-to-disrupt-polymers-markets"  
[X Link](https://x.com/anyuser/status/1885976902768140575)  2025-02-02T09:01Z [----] followers, [----] engagements


"Sasol $JSESOL $SSL - up 5% as Carbon Tax allowances will be announced in [----] Budget on [--] March - 5% increase in Carbon offset allowance from [----] - Tax-free emission allowances is extended to end of 2030"  
[X Link](https://x.com/anyuser/status/1899386689669263774)  2025-03-11T09:07Z [----] followers, [----] engagements


"US Tariffs - We don't charge the US 60% tariffs. This is how they calculated it : U.S. goods trade deficit with South Africa in 2024: $8.8 billion South Africas exports to the USA in 2024: $14.7 billion ($8.8 bil / $14.7 bil) x [---] = 59.86%"  
[X Link](https://x.com/anyuser/status/1907646653596615065)  2025-04-03T04:09Z [----] followers, [----] engagements


"Sasol $JSESOL $SSL - has a market cap of R43bn ($2.4bn) A new Gas and Electricity project will be operational in September that costed R18.74bn ($1bn) - (43% of the market cap) Annual revenue will be R12 25bn ($600m) before royalties and taxes. https://clubofmozambique.com/news/mozambique-sasol-expects-1b-gas-electricity-project-up-running-in-september-279387/ https://clubofmozambique.com/news/mozambique-sasol-expects-1b-gas-electricity-project-up-running-in-september-279387/"  
[X Link](https://x.com/anyuser/status/1907848420611575874)  2025-04-03T17:31Z [----] followers, [----] engagements


"Spar $JSESPP - is a turnaround story and they are selling the bad businesses. They sold Poland. Spar Switzerland (which includes Swiss property) and AWG in England are for sale. There's speculation that AF Blakemore want to buy AWG in England : https://www.talkingretail.com/news/industry-news/appleby-westward-managing-director-seek-to-reassure-retailers-over-sell-off-03-07-2025/ https://www.talkingretail.com/news/industry-news/appleby-westward-managing-director-seek-to-reassure-retailers-over-sell-off-03-07-2025/"  
[X Link](https://x.com/anyuser/status/1949399914569490465)  2025-07-27T09:22Z [----] followers, [----] engagements


"Cell C $JSEBLU - In [----] PWC gave Blue Label a qualified audit opinion due to their going concern assumption on Cell C. In [----] they replaced PWC their auditors of [--] years with SNG GT and Alex Philippou and they received a clean audit. @mommy_moneyza @cjpraat Not defensive at all was being slightly sarcastic if anything. People have been beating on BLU even when PWC was their auditor but true to JSE rules they had to Change auditors and they had to align with the auditors that would now also prepare CellCs numbers to align with @mommy_moneyza @cjpraat Not defensive at all was being slightly"  
[X Link](https://x.com/anyuser/status/1959536737203507417)  2025-08-24T08:42Z [----] followers, [----] engagements


"Anglo American is up 10% and Teck Resources is up 17% (Pre-market) after a merger was announced. What does BHP do next"  
[X Link](https://x.com/anyuser/status/1965400489719406683)  2025-09-09T13:02Z [----] followers, [----] engagements


"Woolworths $JSEWHL - John Biccard from Ninety One says it's worth R70 and he bought in [--] weeks ago. He believes the food business at the same valuation as Shoprite is worth R50 You get clothing and homeware for free. Country Road is a great brand and they may sell it"  
[X Link](https://x.com/anyuser/status/1966040259096870924)  2025-09-11T07:24Z [----] followers, 10.8K engagements


"Mantengu $JSEMTU - In May CEO Mike Miller accused Liberty Coal and Zunaid Moti of Share Price Manipulation Liberty Coal denies it and called him a delusional fantasist who suffers from some form of unhinged narcissism He's now saying @FinanceGhost is linked with Zunaid Moti: @FinanceGhost @magennaidoo You see Robert we are on to you. The directors subject to the delinquency application are proxies for Mr Zunaid Moti. That is why you raise irrelevant CC factors. Hence my previous comments about you not raising concerns with clean hands. Why dont you explain to your @FinanceGhost @magennaidoo"  
[X Link](https://x.com/anyuser/status/1967289946882138277)  2025-09-14T18:10Z [----] followers, [----] engagements


"Southern Sun $JSESSU - the share price is up 65% since May [----]. But in Cape Town competitors have more than [--] new hotels in the pipeline. The increased competition in Cape Town may put pressure on their average Room Rate Growth and result in lower Revenue and EBITDAR"  
[X Link](https://x.com/anyuser/status/1973278199091175864)  2025-10-01T06:45Z [----] followers, [----] engagements


"City Lodge $JSECLH is no longer a potential takeover target by Tsogo $JSETSG Tsogo (and subsidiary Entertainment Holdings) owned 11.5% in June but they announced today they own 3% :"  
[X Link](https://x.com/anyuser/status/1976250387549257983)  2025-10-09T11:36Z [----] followers, [----] engagements


"Aspen $JSEAPN sells Mounjaro for diabetes. They can now sell it for obesity. In [----] GLP-1 patents expire in select Emerging Markets and Canada. This market is worth $100bn. Aspen is registering to sell GLP-1 drugs around the world :"  
[X Link](https://x.com/anyuser/status/1977679549124288898)  2025-10-13T10:15Z [----] followers, [----] engagements


"Sasol $JSESOL $SSL - This week S&P Global affirmed Sasols rating at BB+ :"  
[X Link](https://x.com/anyuser/status/1979551239072600241)  2025-10-18T14:12Z [----] followers, [----] engagements


"Insimbi $JSEISB - The Unnamed Broker sold 8% of the company's shares in [--] minutes due to "Human Error". The broker should be named and shamed to protect investors"  
[X Link](https://x.com/anyuser/status/1980931271288381888)  2025-10-22T09:36Z [----] followers, [----] engagements


"Thungela $JSETGA $TGA.L - The share price is back to [----] levels before the Russia/Ukraine War. In October [----] the share price was also around R74 :"  
[X Link](https://x.com/anyuser/status/1980977916012839039)  2025-10-22T12:41Z [----] followers, [----] engagements


"Astoria $JSEARA is up 25%. They plan to delist for a cash consideration of R8.15 Coincidently Piet Viljoen resigned as a director a month ago on 25th September. In his RECM newsletter Piet explained that he quit the Astoria board to "write and read more" :"  
[X Link](https://x.com/anyuser/status/1982734292896633143)  2025-10-27T09:01Z [----] followers, [----] engagements


"WeBuyCars $JSEWBC confirms that budget Chinese cars like Chery and Haval are pulling buyers straight from the used market :"  
[X Link](https://x.com/anyuser/status/1990300822794866879)  2025-11-17T06:07Z [----] followers, [----] engagements


"Cell C $JSEBLU : There are signs of strong institutional support for the IPO. The PIC & Allan Gray are reportedly participating and Anchor Capitals analyst confirmed on MoneywebNOW theyre also subscribing"  
[X Link](https://x.com/anyuser/status/1991475061728112852)  2025-11-20T11:53Z [----] followers, [----] engagements


"Boxer opened at R6301 $JSEBOX Boxer trading. https://t.co/BRNjvyn5Ty Boxer trading. https://t.co/BRNjvyn5Ty"  
[X Link](https://x.com/cjpraat/status/1862035052818755852)  2024-11-28T07:25Z [----] followers, [---] engagements


"With Boxer's IPO the market cap of Boxer is now larger than Pick n Pay and Spar. Boxer = R28bn Spar = R27bn Pick n Pay = R22bn $JSEBOX $JSEPIK $JSESPP Boxer opens trade at R63.01 on its JSE debut giving Boxer a market cap of R28.8bn. That is more than double the market cap that the entire Pick n Pay group was trading at [--] months ago $BOX Boxer opens trade at R63.01 on its JSE debut giving Boxer a market cap of R28.8bn. That is more than double the market cap that the entire Pick n Pay group was trading at [--] months ago $BOX"  
[X Link](https://x.com/cjpraat/status/1862102376343085556)  2024-11-28T11:52Z [----] followers, [---] engagements


"Murray & Roberts C-Suite Execs are deserting and cutting ties with this sinking (sunk) ship. $JSEMUR Two Murray & Roberts board members chair included quit https://t.co/AZcCaDbbZz Two Murray & Roberts board members chair included quit https://t.co/AZcCaDbbZz"  
[X Link](https://x.com/cjpraat/status/1862233741155795088)  2024-11-28T20:34Z [----] followers, [---] engagements


"Clicks $JSECLS trades at a high multiple and last weeks trading statement shows turnover up 8.1% SBG has been selling shares and JPMorgan has been buying. This week the CEO bought R3.5m in shares"  
[X Link](https://x.com/cjpraat/status/1885293378683781452)  2025-01-31T11:45Z [----] followers, [---] engagements


"Renergen $JSEREN : Mazi Asset Management have been "Buying the Dip". They bought 7m shares increasing their shareholding from 9% to 13.5%"  
[X Link](https://x.com/cjpraat/status/1887164568037654902)  2025-02-05T15:41Z [----] followers, [----] engagements


"Prosus $JSEPRX : A director has dumped [------] shares worth close to R380m"  
[X Link](https://x.com/cjpraat/status/1889402013357613512)  2025-02-11T19:51Z [----] followers, [----] engagements


"@RJR007007 You still short Sasol You didn't cover at R70"  
[X Link](https://x.com/cjpraat/status/1891053912829927913)  2025-02-16T09:16Z [---] followers, [---] engagements


"New Springbok Jersey Sponsors - Front : FNB $JSEFSR they are paying around R150m Back : Pick n Pay $JSEPIK they are paying around R70m Here are pictures of the back of the new jersey :"  
[X Link](https://x.com/cjpraat/status/1904824842731274267)  2025-03-26T09:16Z [----] followers, [----] engagements


"Cell C $JSEBLU - The Chairman of Cell C (who is also an non-executive director of Blu) is the co-founder of SNG GT. I wonder what safeguards SNG GT implemented to counter threats to independence on the Blu audit @cjpraat Did you know the Executive Chairman of Cell C - Joe Mthimunye - was one of the founding partners of SNG Grant Thornton in SA That conflict alone should have prevented Grant Thornton from being Cell C's auditors. He's also a Blue Label director. @cjpraat Did you know the Executive Chairman of Cell C - Joe Mthimunye - was one of the founding partners of SNG Grant Thornton in SA"  
[X Link](https://x.com/cjpraat/status/1959572203831189642)  2025-08-24T11:03Z [----] followers, [----] engagements


"Cell C $JSEBLU is down 25% since they released results on Wednesday. There's still selling pressure and Blu is speculative. They announced that HEPS is R4.61 so at these levels Blu is trading at a PE of 2.6x"  
[X Link](https://x.com/cjpraat/status/1961359950992802033)  2025-08-29T09:27Z [----] followers, [----] engagements


"Ascendis $JSEASC - The offer of 97c is up 21% on the [----] offer of 80c. If you consider the Cost of Capital over [--] years the offers are similar. Since [----] Ascendis had a strong turnaround and it's growing. If it stays listed it may double to R2 This is the words of the CEO:"  
[X Link](https://x.com/cjpraat/status/1974731084157079707)  2025-10-05T06:59Z [----] followers, [---] engagements


"Ascendis $JSEASC- [--] months ago they changed to "Investment Entity Accounting" They previously combined the AFS of the subsidiaries. Now they carry subsidiary investments at fair value at profit or loss. This limits the ability to compare the current year to previous years:"  
[X Link](https://x.com/cjpraat/status/1974751437293842778)  2025-10-05T08:20Z [----] followers, [----] engagements


"Sun International $JSESUI may acquire a 72% stake in the Cape Town International Convention Centre (CTICC) for R885m They currently own 5% through SunWest. https://share.google/XwyMUQ454PtBgyYFw https://share.google/XwyMUQ454PtBgyYFw"  
[X Link](https://x.com/cjpraat/status/1975100910004301890)  2025-10-06T07:28Z [----] followers, [----] engagements


"Sun International $JSESUI is resorts and hotels but they should buy the Cape Town International Convention Centre (CTICC) They can cross-sell their hotels to conference attendees and boost occupancy rates. The CTICC is a monopoly and profitable (Revenue R400m & EBITDA R82m):"  
[X Link](https://x.com/cjpraat/status/1975446104092373443)  2025-10-07T06:20Z [----] followers, [----] engagements


"Insimbi $JSEISB - The JSE allows Trade Cancellations the next day. The 27m shares traded in "Error" should be cancelled by the JSE :"  
[X Link](https://x.com/cjpraat/status/1978396934751609019)  2025-10-15T09:46Z [----] followers, [----] engagements


"RFG Holdings $JSERFG could delist at R22 a share in a acquisition by Premier $JSEPMR RFG closed yesterday at R16.01"  
[X Link](https://x.com/cjpraat/status/1978697865439457381)  2025-10-16T05:41Z [----] followers, [----] engagements


"Spear Reit $JSESEA acquired Maynard Mall for R455m in July [----] Trematon $JSETMT valued it at R353m in June [----] The value of Maynard Mall increased 29% in [--] year : 🔊@SpearREIT The Western Cape REIT - HY26 Highlights🔊: HY26 DIPS growth compared to the prior corresponding period: 5.21% HY26 DPS growth compared to the prior corresponding period: 5.21% HY26 DIPS: [-----] cents per share HY26 DPS: [-----] cents per share HY26 https://t.co/HrCywjhBDK 🔊@SpearREIT The Western Cape REIT - HY26 Highlights🔊: HY26 DIPS growth compared to the prior corresponding period: 5.21% HY26 DPS growth compared to"  
[X Link](https://x.com/cjpraat/status/1980296991247867981)  2025-10-20T15:36Z [----] followers, [----] engagements


"Cell C $JSECCD : The IPO just closed but it fell short at R26.50/share. This is well below the R29.50 - R35.50 range"  
[X Link](https://x.com/cjpraat/status/1991814592104976403)  2025-11-21T10:22Z [----] followers, 11.5K engagements


"@Lompie77 The Blu Label to Telkom rotation at 12.6% is twice the "safe" BLU level. If it was just rebalancing why the massive jump in exposure to Telkom"  
[X Link](https://x.com/cjpraat/status/1993356332569645529)  2025-11-25T16:29Z [----] followers, [---] engagements


"Cell C $JSECCD IPO : Of the 182m shares it hoped to sell investors only bought 102m or 55% Institutions may have walked away as there are red flags in the risk section :"  
[X Link](https://x.com/cjpraat/status/1993926112767037540)  2025-11-27T06:13Z [----] followers, [----] engagements


"Cell C $JSECCD : The IPO was bleeding heavily undersubscribed and on life support. Then Allan Gray rode in with a 15.54% stake (effectively anchoring it as its 50% of the public float) and saved the IPO. The same Allan Gray already owns 14% of Blu Label the parent"  
[X Link](https://x.com/cjpraat/status/1994673084226572415)  2025-11-29T07:41Z [----] followers, [----] engagements


"Glencore $JSEGLN has had a comeback since June. It was kicked out of both the Top40 and Resi10 in June. Glencore returned to the Top40 in September and re-enters the Resi10 this month"  
[X Link](https://x.com/cjpraat/status/1996476118531182829)  2025-12-04T07:06Z [----] followers, [----] engagements


"Thungela $JSETGA $TGA.L just keeps proving the skeptics wrong. Today its up again now +20% off the October lows : Thungela $JSETGA $TGA.L - The share price is back to [----] levels before the Russia/Ukraine War. In October [----] the share price was also around R74 : https://t.co/2g69DDeUqI Thungela $JSETGA $TGA.L - The share price is back to [----] levels before the Russia/Ukraine War. In October [----] the share price was also around R74 : https://t.co/2g69DDeUqI"  
[X Link](https://x.com/cjpraat/status/1996853864512082302)  2025-12-05T08:07Z [----] followers, [----] engagements


"Allan Gray is launching an ETF version of their Orbis Global Equity Fund on [--] December with a TER of 2.65% The Satrix MSCI World ETF just cut its TER to 0.25% Orbis has historically beaten the MSCI World but that 2.40% annual fee gap is massive :"  
[X Link](https://x.com/cjpraat/status/1997216241828659519)  2025-12-06T08:07Z [----] followers, 10K engagements


"Allan Gray is listing a second ETF on Thursday: Allan Gray-Orbis Global Balanced Fund The TER is 6.26% largely because performance fees kick in when the fund beats its benchmark. Annualised returns to [--] Oct: Since inception 12.0% 10yr 12.2% 5yr 18.1% 3yr 20.5% Ytd 28.8%"  
[X Link](https://x.com/cjpraat/status/1997900207133213109)  2025-12-08T05:25Z [----] followers, [----] engagements


"Mr Price $JSEMRP - In [----] CEO Mark Blair said building a brand overseas is a very long road and you need deep pockets." "Our biggest opportunities are in our home market where we know the customer. "We're in no rush to buy internationally"  
[X Link](https://x.com/cjpraat/status/1998790004475359251)  2025-12-10T16:20Z [----] followers, [----] engagements


"Mr Price $JSEMRP - The September interim results hinted at an upcoming acquisition :"  
[X Link](https://x.com/cjpraat/status/1999356864991985832)  2025-12-12T05:53Z [----] followers, [----] engagements


"Metair $JSEMTA : The share price closed at R4.41 yesterday virtually the same as it was back in [----] after the financial crisis lows :"  
[X Link](https://x.com/cjpraat/status/2000800666227499341)  2025-12-16T05:30Z [----] followers, [----] engagements


"Sygnia $JSESYG : CEO Magda Wierzycka recently returned to South Africa due to UK inheritance tax laws. Then on [--] December husband Simon Peile donated 19.2m Sygnia shares worth R702m to Magda. It's a reversal of Magda's [----] donation of 22m shares (then worth R216m) to him"  
[X Link](https://x.com/cjpraat/status/2001522795998568491)  2025-12-18T05:19Z [----] followers, 45.3K engagements


"Mr Price $JSEMRP : There's a real chance they walk away from the NKD acquisition. With 10% voting power shareholders CAN force an extraordinary general meeting boot the board and halt the NKD deal. Paying a break fee would be a small price to avoid another European headache"  
[X Link](https://x.com/cjpraat/status/2003009593027522924)  2025-12-22T07:47Z [----] followers, [----] engagements


"Ever hear of Rozendal Partners Founded by Paul Whitburn Wilhelm Hertzog and Jan Louw. Then in 2021: "funds were misappropriated from a Rozendal fund" by Jan Louw. This is always a red flag. Always do thorough due diligence on managers and governance before investing"  
[X Link](https://x.com/cjpraat/status/2003338219916796276)  2025-12-23T05:33Z [----] followers, [----] engagements


"Mr Price $JSEMRP : CEO Mark Blair and the board forget they don't own Mr Price. We the shareholders do. They are custodians tasked with creating shareholder value. Instead they wiping out billions. Institutions need to call an EGM. Force them to scrap the NKD deal or fire them"  
[X Link](https://x.com/cjpraat/status/2003413680604811295)  2025-12-23T10:33Z [----] followers, [----] engagements


"Aspen $JSEAPN can now wipe out most of its debt. They now receiving R26.51 billion for the APAC Division after a R500m mRNA dispute settlement. Aspen $JSEAPN - If they divested all of the Manufacturing Assets it would easily cover the Net Debt. The valuation of Aspen should be based on Commercial Pharma which will be 5x EBITDA (EBITDA of R9bn and a Market Cap of R45bn). Aspen $JSEAPN - If they divested all of the Manufacturing Assets it would easily cover the Net Debt. The valuation of Aspen should be based on Commercial Pharma which will be 5x EBITDA (EBITDA of R9bn and a Market Cap of R45bn)"  
[X Link](https://x.com/cjpraat/status/2005551643224637565)  2025-12-29T08:09Z [----] followers, [----] engagements


"This is another way the Lottery preys on the poor in SA. Ithuba added numbers making the jackpot TWICE as hard to win and then ran misleading Lotto ads claiming "better odds". SA Lotto odds : 2000-2017: [--] in 13.9m (1-49) 2017-2025: [--] in 20.3m (1-52) Now: [--] in 40.4m (1-58) The Advertising Regulatory Board has ordered Ithuba to withdraw some of its recent Lotto advertising. https://t.co/VEcn0R2okq The Advertising Regulatory Board has ordered Ithuba to withdraw some of its recent Lotto advertising. https://t.co/VEcn0R2okq"  
[X Link](https://x.com/cjpraat/status/2006274150004826201)  2025-12-31T08:00Z [----] followers, [----] engagements


"In December Steven Gottschalk founder and CEO of Value Logistics snapped up The Point Centre in Sea Point Cape Town for R943m through his investment vehicle. The Value Group delisted from the JSE in [----]. The company is now private"  
[X Link](https://x.com/cjpraat/status/2008439598683185457)  2026-01-06T07:24Z [----] followers, 13.7K engagements


"Leon Kirkinis is the founder and CEO of UsPlus which has scored a R30m senior unsecured facility from Finbond $JSEFGL Leon presided over African Bank during its [----] collapse due to bad debt from unsecured loans and the failing acquisition of Ellerines"  
[X Link](https://x.com/cjpraat/status/2011722717347922329)  2026-01-15T08:50Z [----] followers, [----] engagements


"Cell C $JSEBLU - They were not legally required to change their auditors in [----]. The Mandatory Audit Firm Rotation Rule (MAFR) was set aside by the Supreme Court in [----] and was no longer mandatory : Lets finally put this to bed cos some people love to jump to conclusions. Firstly BLU moved to SNG GT because CellC was their existing auditor( KEY POINT). With the upcoming consolidation all AFS both parties needed to be aligned for reporting periods. It made natural https://t.co/8Vc5P42yYN Lets finally put this to bed cos some people love to jump to conclusions. Firstly BLU moved to SNG GT"  
[X Link](https://x.com/cjpraat/status/1959561879849734245)  2025-08-24T10:22Z [----] followers, [----] engagements


"Cell C $JSEBLU - Portfolio manager Philip Short (Flagship Asset Management) to BusinessDay Aug 2025: Cell C IPO could lift BLU's valuation to R27bn. (R30/share) Three months later the market cap is R9bn. BusinessDay owes readers an explanation for running that unchecked"  
[X Link](https://x.com/cjpraat/status/1992104654222877069)  2025-11-22T05:35Z [----] followers, [----] engagements


"Blu Label $JSEBLU was hyped everywhere. BusinessDay and beyond. The same script from a handful of Portfolio Managers. Pump the story trap retail and walk away quietly. In July [----] when the share was R15 Philip Short said BLU was Poised for another 100% surge. So R30 :"  
[X Link](https://x.com/cjpraat/status/1992142345371111501)  2025-11-22T08:05Z [----] followers, [----] engagements


"Blu Label $JSEBLU - Watch what they do not what they say :"  
[X Link](https://x.com/cjpraat/status/1993347284302807386)  2025-11-25T15:53Z [----] followers, [----] engagements


"Mr Price $JSEMRP : What were the independent directors who support the NKD deal doing. They ignoring clear risks the high multiple and a history of failed SA retail deals offshore. If independent directors can't prevent a deal like this then what exactly are they there for"  
[X Link](https://x.com/cjpraat/status/2010980030512337133)  2026-01-13T07:39Z [----] followers, [----] engagements


"Nedbank $JSENED : Standard Bank now own 5.57% since the NCBA acquisition. Why might Standard Bank look bullish on Nedbank now. They know NCBA well and were a rumoured bidder in late [----]. They would've done their due diligence and may have seen the potential firsthand"  
[X Link](https://x.com/cjpraat/status/2017151425013301598)  2026-01-30T08:22Z [----] followers, [----] engagements


"Sasol's $JSESOL $SSL US Chemical business could see higher demand for Polymers (used in Plastic) due to Trump. Trump put 25% tariffs on aluminium which may increase plastic use : Trump's order to return to Plastic Straws : https://www.spglobal.com/commodity-insights/en/news-research/latest-news/chemicals/021325-trumps-order-to-return-to-plastic-straws-expected-to-spur-polypropylene-demand-raises-sustainability-concerns https://www.theguardian.com/business/2025/feb/12/coca-cola-says-trump-tariffs-could-force-it-to-increase-use-of-plastic-in-us"  
[X Link](https://x.com/cjpraat/status/1891048776007102962)  2025-02-16T08:55Z [----] followers, [----] engagements


"FTSE/JSE Index quarterly changes effective from start of trading on [--] March [----] : Top [--] : Additions - Anglo Platinum Deletions - Exxaro No changes to Financial [--] Resources [--] and Industrial 25"  
[X Link](https://x.com/cjpraat/status/1897545066706563210)  2025-03-06T07:09Z [----] followers, [----] engagements


"Renergen $JSEREN up 68% in Australia after announcing they have begun Commercial Liquid Helium Sales :"  
[X Link](https://x.com/anyuser/status/1900409561900560603)  2025-03-14T04:52Z [----] followers, 18.1K engagements


"Multichoice $JSEMCG cut the dividend to MCSA which is 25% owned by Phutuma Nathi BBBEE Share Scheme. The Phutuma Nathi share price crashed 56% losing investors around R3.5bn on Friday :"  
[X Link](https://x.com/anyuser/status/1906217619079712788)  2025-03-30T05:31Z [----] followers, [----] engagements


"Aveng $JSEAEG released poor results in February and the share fell 50%. Since Thursday the share is up around 24% with no clear catalyst or major headlines :"  
[X Link](https://x.com/cjpraat/status/1906979584752398641)  2025-04-01T07:58Z [----] followers, [----] engagements


"Renergen $JSEREN has received a buyout offer of around R14.50 from ASP Isotopes $ASPI. Renergen shareholders get [-------] ASPI shares for each Renergen share"  
[X Link](https://x.com/anyuser/status/1924789607964524990)  2025-05-20T11:29Z [----] followers, [----] engagements


"Sasol now up 13% $JSESOL $SSL"  
[X Link](https://x.com/cjpraat/status/1933515117666169304)  2025-06-13T13:21Z [----] followers, [----] engagements


"Sasol $JSESOL $SSL - The Rand/Oil price is now above R1400. Sasol has closed at R102 (it was R53 around [--] months ago) :"  
[X Link](https://x.com/anyuser/status/1935723683491745897)  2025-06-19T15:37Z [----] followers, [----] engagements


"Sasol $JSESOL $SSL has struggled with coal quality problems. The CEO has confirmed that the coal destoning plant has been completed and will ramp up to full production by December. It will improve coal quality by 12-14% https://www.engineeringnews.co.za/article/sasol-expects-coal-destoning-investment-to-lift-secunda-volumes-2025-08-25 https://www.engineeringnews.co.za/article/sasol-expects-coal-destoning-investment-to-lift-secunda-volumes-2025-08-25"  
[X Link](https://x.com/cjpraat/status/1960001881474023605)  2025-08-25T15:30Z [----] followers, [----] engagements


"Nedbank $JSENED trades at a Foward P/E of [--] and a discount to its book value. The share price is the same as [--] years ago. In August [----] the share price was also around R230 :"  
[X Link](https://x.com/anyuser/status/1960226309340082464)  2025-08-26T06:22Z [----] followers, [----] engagements


"Cell C $JSEBLU is up 5% after they announced a restructuring plan to unlock value. The listing of Cell C is imminent"  
[X Link](https://x.com/anyuser/status/1962415517584560362)  2025-09-01T07:21Z [----] followers, [----] engagements


"FTSE/JSE Index quarterly changes effective [--] September [----] : Top [--] : Additions - Glencore Deletions - Aspen No changes to Financial [--] Resources [--] and Industrial 25"  
[X Link](https://x.com/anyuser/status/1963499303327940619)  2025-09-04T07:08Z [----] followers, [----] engagements


"Aspen $JSEAPN is trading at the lowest price in [--] years. Today it's at R102 but during Covid in October [----] it was at R105 :"  
[X Link](https://x.com/anyuser/status/1963843506671169692)  2025-09-05T05:55Z [----] followers, [----] engagements


"Sasol $JSESOL $SSL have excellent lawyers. After settling for R4.3bn with Transnet they have now won against Nersa. Lower pipeline tariffs improve refinery margins and it will support Sasol's overall cash flow. Source: Moneyweb https://share.google/QASavkDXQuwEqu5s0 https://share.google/QASavkDXQuwEqu5s0"  
[X Link](https://x.com/cjpraat/status/1968207521715487032)  2025-09-17T06:56Z [----] followers, [----] engagements


"Ascendis $JSEASC is delisting at 97c Piet Viljoen a minority shareholder received criticism about a conflict of interest in [----] when they tried to delist at 80c He quit X on the same day the 97c offer was announced. In his RECM newsletter Piet explains why he quit X:"  
[X Link](https://x.com/anyuser/status/1974009889568510397)  2025-10-03T07:13Z [----] followers, [----] engagements


"Sasol $JSESOL $SSL - The market likes the Sasol production update. Oil is up as the US imposed sanctions on Russia's biggest oil companies - Rosneft and Lukoil"  
[X Link](https://x.com/anyuser/status/1981267868210622548)  2025-10-23T07:54Z [----] followers, [----] engagements


"Karooooo (Cartrack) $JSEKRO is the target of a boycott in South Africa. On social media employees are loading videos alleging that Cartrack is a toxic work environment. Whether the boycott is successful or not it has already damaged the Cartrack brand"  
[X Link](https://x.com/anyuser/status/1981308182333923481)  2025-10-23T10:34Z [----] followers, [----] engagements


"Sasol $JSESOL $SSL - The chemicals business has struggled with weak selling prices due to oversupply from China. China has now convened petrochemical companies to address the overcapacity in the chemicals market : https://share.google/DyJSuZkA4Fng3XqIL https://share.google/DyJSuZkA4Fng3XqIL"  
[X Link](https://x.com/anyuser/status/1983054078776082930)  2025-10-28T06:11Z [----] followers, [----] engagements


"Optasia $JSEOPA - The Founder Bassim Haider cashed in around 60% of his shares yesterday. Pre-IPO: 18.1% Post-IPO: 7.5% Another early investor LLH Capital made a "profitable exit" :"  
[X Link](https://x.com/cjpraat/status/1985983828335477170)  2025-11-05T08:13Z [----] followers, [----] engagements


"Vodacom $JSEVOD have settled the "Please Call Me" Matter after [--] years. Vodacom offered Kenneth Makate R47m in [----] There's no amount but they're releasing interim results on Monday :"  
[X Link](https://x.com/cjpraat/status/1986123580757991485)  2025-11-05T17:28Z [----] followers, [----] engagements


"Vodacom $JSEVOD Interim Results : Revenue is up 10.9% to R81.59bn Service Revenue is up 12.2% to R65.81bn HEPS is up 32.3% to 467c Interim Dividend is up 15.8% to 330c On the "Please Call Me" matter with Kenneth Makate Vodacom did not specify the settlement amount :"  
[X Link](https://x.com/anyuser/status/1987778619390021987)  2025-11-10T07:05Z [----] followers, 91.1K engagements


"Murray & Roberts $JSEMUR - After [---] yrs of SA history they're liquidated. [--] yrs ago Aton offered R17/share. The Board rejected it saying its not fair but reasonable. Today the Shares are R0"  
[X Link](https://x.com/cjpraat/status/1988518067102519748)  2025-11-12T08:03Z [----] followers, 30.6K engagements


"BHP is back with a renewed bid approach for Anglo American. They were never going to let this go not while Anglo still owns some of the best copper assets. $JSEBHG $JSEAGL Anglo American is up 10% and Teck Resources is up 17% (Pre-market) after a merger was announced. What does BHP do next https://t.co/TpC181mFdG Anglo American is up 10% and Teck Resources is up 17% (Pre-market) after a merger was announced. What does BHP do next https://t.co/TpC181mFdG"  
[X Link](https://x.com/cjpraat/status/1992597121904918671)  2025-11-23T14:12Z [----] followers, [----] engagements

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