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# ![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1060114480804311040.png) @smalltalkdaily Smalltalkdaily Research

Smalltalkdaily Research posts on X about $jseart, $jseshg, dividend, $jseomn the most. They currently have XXXXXX followers and 1435 posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1060114480804311040/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1060114480804311040/c:line/m:interactions.svg)

- X Week XXXXXX -XXXX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +6.50%
- X Year XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1060114480804311040/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1060114480804311040/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +405%
- X Months XXX +129%
- X Year XXX +28%

### Followers: XXXXXX [#](/creator/twitter::1060114480804311040/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1060114480804311040/c:line/m:followers.svg)

- X Week XXXXXX +0.11%
- X Month XXXXXX +0.57%
- X Months XXXXXX +3.60%
- X Year XXXXXX +6.90%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1060114480804311040/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1060114480804311040/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1060114480804311040/influence)
---

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

**Social topic influence**
[$jseart](/topic/$jseart) 0.63%, [$jseshg](/topic/$jseshg) 0.63%, [dividend](/topic/dividend) 0.56%, [$jseomn](/topic/$jseomn) 0.56%, [stocks](/topic/stocks) 0.35%, [$jseren](/topic/$jseren) #1, [nasdaq](/topic/nasdaq) 0.35%, [#art](/topic/#art) 0.35%, [h1](/topic/h1) 0.35%, [$jsehdc](/topic/$jsehdc) XXXX%

**Top accounts mentioned or mentioned by**
[@financialmail](/creator/undefined) [@jsesens](/creator/undefined) [@jsegroup](/creator/undefined) [@bdlivesa](/creator/undefined) [@businesslivesa](/creator/undefined) [@moneyweb](/creator/undefined) [@metrofile](/creator/undefined) [@rclfoods](/creator/undefined) [@finmeup](/creator/undefined) [@higgovan](/creator/undefined) [@totalenergies](/creator/undefined) [@businessdaytv](/creator/undefined) [@firstfinch](/creator/undefined) [@financeghost](/creator/undefined) [@mommymoneyza](/creator/undefined) [@simonpb](/creator/undefined) [@kgbdl](/creator/undefined) [@nasdaq](/creator/undefined) [@musteklimited](/creator/undefined) [@renergenjhb](/creator/undefined)

**Top assets mentioned**
[IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx)
### Top Social Posts [#](/creator/twitter::1060114480804311040/posts)
---
Top posts by engagements in the last XX hours

"As month XX nears I am updating my Top Stocks of 2024 selection prices and the indices Year-to-date (including dividends declared) the selection is +50.46% with the top performers being $JSEART Argent Industrial $JSENVS Novus Holdings & $JSEPMR Premier Group The JSE Small Cap is (since selection) +27.21% the JSE Mid-Cap +19.75% and the ALSI +15.02% Happy with all nine stocks won't change a thing but holding fingers crossed as the end of December 2024 nears"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1859908397534965800) 2024-11-22 10:34:52 UTC 21.8K followers, 1761 engagements


"FY2024 results from $JSEOMN Omnia as expected no real shocks + special dividend paid It was all about agriculture. Strong sales volumes BUT as global fertilizer prices have heavily fallen post Russia/Ukraine profits lower The real kicker was improved contribution form mining explosives division BME Omnia revenue R2184bn (-16%) all fertilizer related Operating Profit R1741m (-12%) combination of -XXXX% decline in agriculture & slide of -XXXX% in Protea Chemicals offset by +26.5% from BME BME R999 million had a great period driven by +12.3% rise in SA profits to R419m & +39.1% to R580m within"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1800061533797384474) 2024-06-10 07:04:47 UTC 21.8K followers, 3878 engagements


"New 52-week high in fertilizer and explosives business $JSEOMN Omnia Holdings Its been a roller-coaster 3-years where earnings have been cyclical but where shareholders have been healthily rewarded with generous dividends and special dividends Year-to-date #OMN +3.47% and over X year +15.7% I set a price target of R80.00 for #OMN in February 2023 when the stocks was trading at R62.20 Since that company review #OMN is +32% in share price terms and has paid shareholders total dividends of R17.50 a share = total return of +60% I anticipate further positive developments in #OMN and perhaps some"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1943276197447684325) 2025-07-10 11:48:44 UTC 21.8K followers, 1134 engagements


"My next meeting in a busy day a one-on-one with CEO & CFO or $JSESHG Sea Harvest"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1498628308447211525) 2022-03-01 11:56:46 UTC 21.8K followers, XX engagements


"Don't get too panicked that $JSEOMN Omnia is down -XXXX% to R56.16 (or XXX cents) #OMN goes ex-dividend today for the YE2023 dividend of XXX cents per share"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1688844330025263104) 2023-08-08 09:27:20 UTC 21.8K followers, 2589 engagements


"Dont own @Nasdaq ASP Isotopes but indirectly I do given the buy-out by #ASP of @JSE_Group $JSEREN @RenergenJHB #ASP +40% past days & up another +8.91% as I tweet as market digests what was a very upbeat & bullish presentation by the company to investors a couple of days ago On current price the #ASP offer to #REN on the current matrics is R16.76 If the #ASP price holds today Id imagine #REN will run again on Monday as it closed today #JSE at R15.44 +12.7% in huge volume of 2227 million shares See the @YouTube link on the presentation that I posted in an earlier Tweet on that #ASP presentation"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1946247264155869583) 2025-07-18 16:34:41 UTC 21.8K followers, 2657 engagements


"The next time we have a drought or hot dry (no rain) period in Cape Town . I have the cure In fact I am prepared to rent out my services to any dry agricultural area in South Africa & temporarily re-locate the dog and I to give the locality rain It will ALWAYS rain . XXX% guaranteed WHEN I do laundry and then hang it out"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1945744553002012716) 2025-07-17 07:17:06 UTC 21.8K followers, 1681 engagements


"That's a lot of Ladismith cheese powder & butter made by the $JSESHG Sea Harvest division Part of the 2000 tons of product made every month"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1116660591874248711) 2019-04-12 11:13:26 UTC 21.8K followers, XX engagements


"YE2025 results were published by $JSECMH Combined Motor Holdings and they much in line with my assumptions and past comments Market expected weakness in new vehicle sales a given what hurt #CMH in the period was (again) a smaller competitor in car rental instigated a price battle to gain sector market share in the lucrative summer tourist season and ALL car rental companies saw AVR (average vehicle rental rates) cuts.this was the main swing in the YE25 #CMH results For the year #CMH Revenue +3.2% to R13251 million PBT -XXXX% to R408.2 million HEPS -XXXX% to XXXXX cents per share Due to #CMH"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1917255075656880376) 2025-04-29 16:30:05 UTC 21.8K followers, 2851 engagements


"FY2024 results out earlier from $JSEART Argent Industrial. Stock +3.05% to 2195 cents Company continues its unbroken earnings growth run since 2019 but changes in UK tax rate sliced a chunk of the XX% profit growth off the table for the tax man's kitty My anticipated forecast was way too toppy - tax man's take sliced hard into my expectations. Year to date #ART share price +42% & over X year +33.5% so my buy recommendation remains and was valid Revenue R2544m +3.5% Operating profit R342.7m +12.6% Profit before tax (PBT) R342.6m +17.0% XXXX% of PBT now derived offshore up from XX% in FY2023"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1806310838724169812) 2024-06-27 12:57:18 UTC 21.8K followers, 3050 engagements


"Old news but at least the news is out $JSEPPC PPC Group declares a XXXX cent per share special dividend following the completion of the sale of its CIMERWA operation in Rwanda. They pay out XX% of cash received from the stake sale R521 million will be paid out to shareholders of record with payment on September 23rd"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1828672901278466335) 2024-08-28 05:56:09 UTC 21.8K followers, 2436 engagements


"A glint of blue here & there on the #JSE given the brewing troubles yet again in the Middle East One bright spark continues to be $JSEBLU Blue Labels Telecoms which again hit a record 52-week high of R14.00 or Year-to-Date +136% I continue to see broker and analyst upgrades on this stock. One I follow but don't cover but I own p.a"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1937054880620835195) 2025-06-23 07:47:26 UTC 21.8K followers, 2552 engagements


"Pre-results opinion note I wrote a while back on a stock I've covered for XX years+ $JSEART Argent Industrial At 2500 cents I edged by price target to 2825 cents based on FY2025 HEPS forecast of XXX cents per share which I cut due to softer local economic conditions and continued weakness in the South African steel market PE on my forecast a still fair 5.4x backed by NAV 3266 cents per share and fat (offshore) cash balances with benefit of past acquisitions in 2024 to come into the new full financial year"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1915348169803579397) 2025-04-24 10:12:43 UTC 21.8K followers, 1234 engagements


"Now we know where the talented former $JSEGND Grindrod CEO Xolani Mbambo is going . to become CFO of $JSEKIO Kumba Given his expertise in logistics it will be a boon as & when the iron ore sector secures control of the main iron ore export corridor KUMBA IRON ORE LIMITED Kumba Iron Ore Limited: Senior Leadership Change via @Moneyweb"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1935982311394197975) 2025-06-20 08:45:26 UTC 21.8K followers, 1382 engagements


"$JSEOMN Omnia has run XX% in the past week Is the market (at last) sniffing what I've seen for months that a solid above market expectation FY23 trading update + results due #OMN trading update usually mid-June results end June I still believe market does not understand #OCE"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1665665525471490048) 2023-06-05 10:23:02 UTC 21.8K followers, 4919 engagements


"$JSEHDC Hudaco H1 results webcast CEO "We don't believe the GDP decline of -XXX% the Finance Minister talked about the other day. In our wide range of businesses (on coal face in wide range of industries).we #HDC see DOUBLE DIGIT declines in SA GDP this year""  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1276445396991193088) 2020-06-26 09:21:12 UTC 21.8K followers, XX engagements


"Competition Commission quickly approved the buy-out deal between @Nasdaq listed ASP Isotopes )they plan a secondary listing on @JSE_Group on conclusion of the deal) to buy-out $JSEREN @RenergenJHB Last admin hurdles will be getting the #REN lenders Standard Bank IFC and DFC to sign off and the usual SARB Otherwise timeline seems of #ASP closed at US$10.00 on @Nasdaq overnight which on the scrip buy-out ratio (at current R vs $ spot) = R15.82 per #REN with #REN closing on the #JSE at R15.20"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1948273527330591149) 2025-07-24 06:46:20 UTC 21.8K followers, 3631 engagements


"As always a diverse list of current @JSE_Group top XX week high and lows"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1947234215575028160) 2025-07-21 09:56:29 UTC 21.8K followers, 1264 engagements


"New 52-week high from $JSEDNB Deneb which is the small-cap industrials arm of $JSEHCI Hosken Consolidated Investments #DNB like $JSEFTH Frontier Transport are the silent horses within #HCI rarely put their heads above the parapet just chug along I wrote a company review on #DNB in the August issue of @FinancialMail Investors Monthly at XXX cents as no analyst aside from me actually looks at or covers the stock"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1852371861939667278) 2024-11-01 15:27:21 UTC 21.8K followers, 1390 engagements


"$JSEART Argent Industrial back in the market using its fat cash balance to continue to buy back shares #ART has consistently bought back its shares for years and I believe has R40m available for the latest buy-back before the next AGM reload #ART announces they bought back 578504 shares for R15.646m = XXXX% of shares in issue via @Moneyweb"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1947240002909250030) 2025-07-21 10:19:29 UTC 21.8K followers, 1745 engagements


"Market heads up $JSERLO Reunert is hosting a capital markets day today with site visits to several of their electrical engineering businesses in greater Gauteng #RLO had a torrid year as lower than expected earnings growth unwound the one buoyant share price which deflated in November 2024 as the market realised its bouncy share uplift was simply not supported by profit & HEPS growth YTD #RLO - 28.4%"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1945025027444752572) 2025-07-15 07:37:58 UTC 21.8K followers, 1753 engagements


"Indian pharma company paying R75.00 a share to buy out minorities of $JSEAIP Adcock-Ingram with Bidvest staying in as major shareholder when #AIP de-lists from @JSE_Group #AIP runs +18.13% to R67.70 having traded intra-day to R70.98 But it seems some in the leaky #JSE knew Monday when stock started to run having gone nowhere at R52.20 ADCOCK INGRAM HOLDINGS LIMITED Joint Firm Intention Announcement: Offer by Natco Pharma Delisting of Adcock Ingram and Withdrawal of Cautionary via @Moneyweb"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1948052576202604594) 2025-07-23 16:08:21 UTC 21.8K followers, 1766 engagements


"Detailed 7-page note on $JSESHG Sea Harvest just completed for morning distribution I make extensive comment on the MG Kailis deal (the @JSE_SENS was pretty skimpy) & I provide my expectations for the Dec FY21 results Issued BUY Dec 14th (R12.99) its now R15.00 (+15.5%)"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1481692821023248389) 2022-01-13 18:21:11 UTC 21.8K followers, XX engagements


"Yet another solid set of results from small cap industrial counter $JSEART Argent Industrial a stock @smalltalkdaily has recommended since May 2019 with a buy recommendation. Every price target set has been exceeded I had penciled in reasonable year-on-year growth but in Q3 was guided lower on softer local markets. #ART must have had a cracking Q4 as HEPS exceeded my revised (lower) forecast. I should have kept it at the original XXX cents not my revised XXX cents. FY2025 results points Revenue R2635m (+3.6%) Operating Profit R370m (+8.0%) HEPS XXXXX cents per share (+12.5%) Dividend 127"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1938513938456469783) 2025-06-27 08:25:13 UTC 21.8K followers, 2658 engagements


"Interesting article on the nuclear sector in this week's @IChronicle with a quip also on @Nasdaq listed ASP Isotopes that is bidding for $JSEREN @RenergenJHB"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1947603080318509242) 2025-07-22 10:22:13 UTC 21.8K followers, 1477 engagements


"Kicking the tyres with direct management updates from $JSEADH ADvTech $JSECAA CA & Sales $JSESHG Sea Harvest $JSESBP Sabcap Coming from the desk of @smalltalkdaily notes flowing out Notes also to come from $JSEGND Grindrod $JSEFTH Frontier Transport and $JSENPK Nampak"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1929487537103413300) 2025-06-02 10:37:31 UTC 21.8K followers, XXX engagements


"Another interesting @JSE_Group day of new XX week and in some case - lifetime share price highs @smalltalkdaily covers $JSESYG Sygnia $JSEOMN Omnia (made my R8000 price target) $JSEPPC PPC Group (included in my Top stocks of 2025 +14.64% YTD) and $JSESPB Sabcap (target recently increased to R130.00) I own #SYG & #SBP and am a happy long-term holder"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1932780342936576436) 2025-06-11 12:41:57 UTC 21.8K followers, 1269 engagements


"A much maligned & a stock that communicates sparingly $JSEIVT Invicta has FY23 results ahead in June & I anticipate a sparkling trading update & results + a good dividend After a bumper $JSEHDC Hudaco results #IVT should be on track to be robust #IVT a stock little covered"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1652961388644409344) 2023-05-01 09:01:20 UTC 21.8K followers, 4807 engagements


"I like $JSEHDC Hudaco & $JSEIVT Invicta (but) for this @FinancialMail vestors Monthly feature I had to chose the one I believed had the better relative upside I believe its #IVT as (1) trading update & results due (2) improved balance sheet (3) big NAV discount (4) M&A action"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1388792764440190978) 2021-05-02 09:49:32 UTC 21.8K followers, XX engagements


"Fishing company $JSESHG Sea Harvest acquires seafood interests of Freemantle Western Australia-based MG Kailis for A$70m = R786m #SHG already had interests in Aussie seafoods (so) this adds scale to their existing HQ infrastructure Kailis seems to have revenue of A$68m (R590m)"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1480800287996719104) 2022-01-11 07:14:35 UTC 21.8K followers, XX engagements


"If anyone is wondering WHY there has been a surge in the $JSEREN @RenergenJHB share price the past XX hours . there was an investor update + presentation on the growth initiatives within @Nasdaq listed ASP Isotopes in the past XX hours. I will post the @youtube link The ASP share price trading at US$9.65 a share is +30.6% over the past 5-days Given the offer for #REN of X new ASP for every XXXXXXXX shares in REN the current offer (at R vs US$ spot) is R15.36 (so) the #REN share price trading at 1120 cents earlier this week . had played catch up with the move in the ASP share price"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1946142525246591366) 2025-07-18 09:38:30 UTC 21.8K followers, 5188 engagements


"Spent an interesting morning with Cape Town based $JSEFTH Frontier Transport better known as operators of Golden Arrow & MyCity buses Recent FY25 results camouflaged some really interesting developments within the business which I shall unpack in an update note next week A consistent dividend payer run by seasoned management & all part of the $JSEHCI Hosken Consolidated Investments portfolio #FTH is often overlooked due to its tight liquidity. Thats been a mistake Its also lowly covered I believe @smalltalkdaily is the only sell-side analyst with consistent coverage #FTH been a solid"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1930950597353570659) 2025-06-06 11:31:12 UTC 21.8K followers, 2700 engagements


"My note on $JSESHG SeaHarvest will be out today where I add far more colour to the deal that catapults Sea Harvest into a Top X Aussie wild fish caught business & doubles biz & pumps EBITDA Sea Harvest goes fishin down under Via @inceconnect"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1481158317921685504) 2022-01-12 06:57:16 UTC 21.8K followers, XX engagements


"@DV_Situations Nice comment Glad more people are now realizing what a value trap $JSEART Argent Industrial is. One I spotted very early on when it was unfashionable and institutions ignored it way back in May 2019 and have had a long-standing buy recommendation since"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1938505446584643603) 2025-06-27 07:51:28 UTC 21.8K followers, XXX engagements


"Theoretically given the offer scrip ratio offer by @Nasdaq listred ASP Isotopes for @JSE_Group listed $JSEREN @RenergenJHB The further surge in the #ASP share price on Friday to US$10.49 versus the close of #REN at R1544 means that #REN should play further catch up today as the offer is worth R16.85 a share based on the scrip ratio Let's see what the market does as its just a calc"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1947183699046379959) 2025-07-21 06:35:45 UTC 21.8K followers, 2628 engagements


"Three stocks I cover closely to pay dividends on January 27th $JSEART Argent Industrial H1 XX cents $JSERFG Rhodes Foods Group YE XXXXX cents $JSERLO Reunert YE XXX cents #RFG in a selection in my Top Stocks of 2025 #ART & #RLO were in my Top Stocks of 2024 selection and both did well +88.59% & +33.69% respectively I updated my views on both in a January 6th insto note #ART remains a buy as its PE rating remains fair despite the surge in 2024. However I cautioned FY2025 earnings growth may be muted due to weak local steel & SA market and much hinges on the vs R cross. #ART has strong offshore"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1882351016232034503) 2025-01-23 08:53:49 UTC 21.8K followers, 1345 engagements


"Smacked down in petty volume $JSESHG Sea Harvest New 52-week low (from nowhere) Great mid-cap that has a good year ahead by their own reckoning & Rand is weaker Need to investigate"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1409503770355064832) 2021-06-28 13:27:40 UTC 21.8K followers, XX engagements


"Just had the first one-on-one with $JSESHG Sea Harvest mag't for H1 2022 results Really good & enlightening 1H20 on this much mis-understood stock I think they did well given XX% of their vols were simply take with TAC cut. H2 better & FY23 even better One to watch at R12.19"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1564595529400700938) 2022-08-30 12:46:57 UTC 21.8K followers, XX engagements


"Something I track closely due to its high impact to $JSEAFT Afrimat & $JSEKIO Kumba Iron ore tumbles -XXXX% to US$92.93 its lowest level in a year reflecting growing concerns about Chinas troubled steel industry. Demand for steel in China the worlds biggest producer appears set to slip with the realization of terrible downstream steel demand-side fundamentals in China Fe62% down -XXXX% year-to-date in US$ and -XXXX% in Rand Thankfully #AFT has other divisional assets to soften the iron ore blow however remember XXXX% of #AFT YE2024 profits came from iron ore & they will be hit hard in H1 2024"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1831666817699299814) 2024-09-05 12:12:54 UTC 21.8K followers, 1466 engagements


"I see a new 52-week low in $JSECML Coronation Fund Managers its materially under-performed the JSE index as well as its comparatives Its a well-run dividend rich company NOT one I cover but at some stage it has to start to look like an attractive recovery play"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1567462902667395075) 2022-09-07 10:40:52 UTC 21.8K followers, XX engagements


"@SoulFairy3 $JSEHDC Hudaco been a great long-term performer That slide in 2018 was related to the slump in SA economy especially industrial/mining.nobody was immune. Nice recovery since Covid & stock performed way better than comparative Invicta"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1460660663550885898) 2021-11-16 17:26:54 UTC 21.8K followers, XX engagements


"I don't cover duel-listed @LSEplc @JSE_Group technology company $JSEBYI Bytes Technology - they recently had a sharp share priced slump due to a profit warning issued ahead of its annual general meeting. The company cited a challenging macroeconomic environment and internal restructuring as reasons for lower-than-expected operating profit in the first half of fiscal 2026 I enclose for readers interest a comment from the UK financial magazine @IChronicle"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1945443836676931932) 2025-07-16 11:22:09 UTC 21.8K followers, 1090 engagements


"They intend over the next XX year to phase out all diesel buses & replace with electric The cost savings per Km are staggering & the only main replacement parts (unless buses firebombed) are tyres & brakes thus lowering running costs further Win for Golden Arrow owned $JSEFTH"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1641101816006844416) 2023-03-29 15:35:37 UTC 21.8K followers, XX engagements


"Had an interesting post results chat with $JSEART Argent Industrial earlier as I craft my FY25 results note & prospects outlook I increased my price target to 2825 cents in early-April & again #ART has had a little run & at 2720 cents as at todays close its knocking on my price target door again With HEPS of XXX cents as a base & another meaningful share buy-back program underway (lots of excess cash) and a solid order book in many offshore units I will need to ponder my next price target level Every one set since May 2019 has been met & attained #ART stock I also own p.a & on a 5x PE & 3.5x"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1938637182173839687) 2025-06-27 16:34:57 UTC 21.8K followers, 1542 engagements


"One local company on @JSE_Group that has done that for the past 5-6 years is small cap stock $JSEART Argent Industrial They bought back so far c.35% of their shares From c.84m shares in issue they now down to c.55m & still continue to buy back their own shares. PE c.4.5x & NAV c.3000c Underlying growth remains good with an unbroken increase in HEPS since March 2019"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1824774929855709611) 2024-08-17 11:47:00 UTC 21.8K followers, 4370 engagements


"Blue chip economic bellweather $JSEHDC Hudaco shows (again) how difficult SA inc is with HEPS +5.1% to 1355cps with comparable +3.5%. They always manage to eke out some growth in what has been a terrible economy for HDC & IVT for years now Hats off to them indeed"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1223128696774590465) 2020-01-31 06:19:40 UTC 21.8K followers, XX engagements


"My flower power child 🐶 Hes been playing in the garden as I write an update note on $JSEOMN Omnia"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1620029946638012416) 2023-01-30 12:03:32 UTC 21.8K followers, 2706 engagements


"Just participated in the $JSEOMN Omnia General Meeting and the singular special resolution to approve a XX% share buy-back was approved by XXXXXX% of shareholders Omnia plans a R1bn buy-back with R500m initially allocated. No time frame is yet set up to start awaiting procedure"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1681224238122844160) 2023-07-18 08:47:48 UTC 21.8K followers, 6407 engagements


"Another example of some irrational PIC selling where they reduce their majority stake in $JSEGND Grindord from XXXXXX% to XXXXX% selling XXXX% or 15.85m shares for c.R184m The PIC moved to XXXXXX% in February 2025 when #GND was trading at @R13.00 a share while today its R11.61 a share The buyers of the stock was disclosed as 36One Asset Management who now owns XXXXX% of #GND presumably they were the buyers as the PIC sold in the open market I think as a #GND shareholder and long-standing analyst.I KNOW WHO's example I'd want to follow and it ain't the PIC GRINDROD LIMITED Disclosure of"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1948057694482403512) 2025-07-23 16:28:42 UTC 21.8K followers, 2395 engagements


"At half-year 2025 or month six my @smalltalkdaily Top Stocks of 2025 still shows a mixed bag compared to the scenario when they were finalised in late-December 2024 From its worst -XXXX% in April its continued to improve to -XXXX% in May and now -XXXX% in June but still lags the benchmark indices I track Year-to-date the JSE Small Cap Index is +1.48% and Mid Cap +7.88% (but) all the action remains in the heavyweight also which is YTD +15.97% since point of selection In the month of June The Small Cap +1.4% The Mid Cap +1.9% ALSI +2.2% Of the selection Best performers $JSEPPC PPC Group +10.5%"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1939718736572809458) 2025-06-30 16:12:39 UTC 21.8K followers, 1502 engagements


"Just had a good 1-on-1 feedback session with $JSEOMN Omnia management #OMN +2.61% as market digests the H1 narrative & sees H2 will be better than possible anticipated (much as H1 was). Stock was down on opening & release of @JSE_SENS but its all in the narration BME Omnia International & Agri all have some vectors in the bag to uplift some unconsidered (yet) by the wider market I also like to play permutations & as I've commented I'd watch Hypex Bio & Agri International as value dark horses Closer to home BME after a sparkling H1 will see ongoing growth as its ventures in Canada & Indonesia"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1726606925867999709) 2023-11-20 14:22:24 UTC 21.8K followers, 3098 engagements


"$JSESHG Sea Harvest H1 2022 results as I anticipated with overall revenue +29% R27bn PBT -XX% R180m & HEPS -XX% 65cps Loss of TAC at start of year hit fishing but higher prices aided. Recovery at Cape Harvest Foods (+41%) kicked in too A stock that has potential & I rate a buy"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1564175567250915329) 2022-08-29 08:58:10 UTC 21.8K followers, XX engagements


"11-page insto review note out on all of my Anthony Clark recommendations year-to-date with a review of each stock ADvTech Afrimat Argent Industrial Astral Foods CA & Sales Curro Holdings Grindrod KAL Group Libstar Novus Holdings Oceana Holdings Premier Group Reunert and Raubex Not been too shabby a year Working now on my Smalltalkdaily Research recommendations year-to-date many will be similar"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1824071321291993496) 2024-08-15 13:11:07 UTC 21.8K followers, 2266 engagements


"Comment I had back from CEO / CFO of $JSEFTH Frontier Transport who moving to EV buses "Costs of running a EV bus XX% lower than diesel they NEED FAR LESS maintenance & ONLY real work needed in for new tyres & brakes So what then motor retailers cash cow services + parts"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1535166347969236992) 2022-06-10 07:45:54 UTC 21.8K followers, XX engagements