[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @smalltalkdaily Smalltalkdaily Research Smalltalkdaily Research posts on X about stocks, $jseadh, safex, $jsesdo the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1060114480804311040/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX -XXXX% - X Months XXXXXXX +18% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1060114480804311040/posts_active)  - X Week XX +8.60% - X Month XX -XX% - X Months XXXXX +218% - X Year XXXXX +33% ### Followers: XXXXXX [#](/creator/twitter::1060114480804311040/followers)  - X Week XXXXXX +0.05% - X Month XXXXXX +0.71% - X Months XXXXXX +4% - X Year XXXXXX +7% ### CreatorRank: XXXXXXX [#](/creator/twitter::1060114480804311040/influencer_rank)  ### Social Influence [#](/creator/twitter::1060114480804311040/influence) --- **Social category influence** [finance](/list/finance) XXXX% [exchanges](/list/exchanges) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [stocks](/topic/stocks) #5058, [$jseadh](/topic/$jseadh) #1, [safex](/topic/safex) 1.53%, [$jsesdo](/topic/$jsesdo) #1, [money](/topic/money) 0.76%, [asset management](/topic/asset-management) 0.76%, [$jsecml](/topic/$jsecml) 0.76%, [roaring](/topic/roaring) 0.76%, [surge](/topic/surge) 0.76%, [$jsen91](/topic/$jsen91) XXXX% **Top accounts mentioned or mentioned by** [@financialmail](/creator/undefined) [@jsegroup](/creator/undefined) [@jsesens](/creator/undefined) [@bdlivesa](/creator/undefined) [@nasdaq](/creator/undefined) [@renergenjhb](/creator/undefined) [@moneyweb](/creator/undefined) [@businesslivesa](/creator/undefined) [@totalenergies](/creator/undefined) [@gtalevi](/creator/undefined) [@woolworthssa](/creator/undefined) [@advtechgroup](/creator/undefined) [@mjvdh25](/creator/undefined) [@72](/creator/undefined) [@governmentza](/creator/undefined) [@capitalsigmaza](/creator/undefined) [@heineken](/creator/undefined) [@dhillswine](/creator/undefined) [@craiggradidge](/creator/undefined) [@randswiss](/creator/undefined) **Top assets mentioned** [Autozone Inc (AZO)](/topic/autozone) ### Top Social Posts [#](/creator/twitter::1060114480804311040/posts) --- Top posts by engagements in the last XX hours "This policy & business unfriendly @GovernmentZA always finds now ingenious & novel ways to implement cadre corruption grift & money extortion from the business sector Bilking the economy dry one day at a time " [X Link](https://x.com/smalltalkdaily/status/1974019712641016132) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-10-03T07:52Z 22.2K followers, 2406 engagements "Monday data points Soft commodities remain benign on the week but a firmer wheat price on SAFEX - global stocks are plentiful and that is keeping prices in check - will aid the local millers and bakers I'm still watching the white maize price despite the price year-to-date -XXXX% as the tightness in availability of WM1 will become evident as the year closes and we head int Q1 2026 - if history repeats WM price will rally" [X Link](https://x.com/smalltalkdaily/status/1970014379664888173) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-09-22T06:36Z 22.2K followers, 1010 engagements "SAFEX yellow maize (in black) trading at R3337 a ton (YTD - 38.2%) is now back to levels last seen in 2021 and as I've persistently stated will be a major margin and profit boon for listed domestic poultry stocks. I have long forecast solid FY25 earnings and FY26 will follow suit SAFEX white (in red) R3505 a ton (-46.4% YTD) is a more interesting one as the available tonnage is up year-on-year sharply BUT the quality of white maize grade X (WG1) is sharply lower at 64%. This concerns me as we move into the new year so I'm watching the price closely I have standing buy recommendations on" [X Link](https://x.com/smalltalkdaily/status/1975912097557967013) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-10-08T13:12Z 22.2K followers, XXX engagements "1 year performances from the @JSE_Group listed asset management stocks $JSECML Coronation has had a roaring run latterly and has made new 52-week highs The surge in $JSEN91 Ninety One has also been strong and the stock has now pipped $JSESYG Sygnia as the top gainer in the sector year-to-date" [X Link](https://x.com/smalltalkdaily/status/1976194765394739243) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-10-09T07:55Z 22.2K followers, 1416 engagements "Interesting article as always by Professor Brian Kantor of Investec Wealth in todays @BDliveSA" [X Link](https://x.com/smalltalkdaily/status/1976225900833407091) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-10-09T09:59Z 22.2K followers, XXX engagements "The gold vs platinum price over XX years Just reading @FinancialMail and the platinum story on page XX with its headline The next big thing You can easily buy gold via various ETFs. Is there such an ETF product for PGMs just interested to know as not a sector I follow But article is interesting" [X Link](https://x.com/smalltalkdaily/status/1976610313328836778) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-10-10T11:26Z 22.2K followers, 2087 engagements "Mining analysts and fund managers - who selected and bought these stocks at the start of 2025 - the hero's as @JSE_Group updates new 52-week highs" [X Link](https://x.com/smalltalkdaily/status/1979070012435345833) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-10-17T06:20Z 22.2K followers, 2157 engagements "Awareness of this terrible scourge that takes so many beautiful lives too early In memory of my dear mum who was taken by breast cancer in May 2017 at too young an age for such a kind spirit" [X Link](https://x.com/smalltalkdaily/status/1979637962582466904) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-10-18T19:57Z 22.2K followers, 1689 engagements "Op-Ed on Curro & todays @BDliveSA letters page Ive known Frank Thompson for nearly XX years. He is a plain speaker & I always like that in management He is formally the CEO of private education group $JSEADH AdvTech In fact he was CEO twice but thats another story for another day (Leslie I say no more) He is correct on his opinion on the $JSECOH Curro Holdings buy-out The R13.00 share price offer may be a fat premium up the ruling market BUT the share has tanked over the past years and the offer price is similar to the #COH price in early 2025 after results impairment & weak learner growth" [X Link](https://x.com/smalltalkdaily/status/1963949310619394178) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-09-05T12:56Z 22.2K followers, 2490 engagements "Solid H1 2025 results from a @smalltalkdaily favourite and a stock I've owned myself for years $JSECMH Combined Motor Holdings I've had a LONG: CMH and a relative SHORT: Motus for over two years and its been a good call and continues to be H1 2025 results detailed HEPS +22.7% to XXX cents with the cash pile +14.9% to R7745 million (R954 million at YE2025) and I can see this expanding by +R300 million to YE2026 No interim dividend as #CMH undertaking a pro-forma buy-back of upto XX% of its shares at a level yet to be determined As a tightly held stock as XX% is held by top insiders inc the CEO" [X Link](https://x.com/smalltalkdaily/status/1978359703601066095) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-10-15T07:18Z 22.2K followers, 3410 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" [X Link](https://x.com/smalltalkdaily/status/1948052576202604594) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-07-23T16:08Z 22.2K followers, 1974 engagements "FAT prices being paid by global private equity companies to acquire private education businesses writes @FT Have to wonder given the significant leverage that both $JSEADH @ADvTECHGroup & $JSESDO Stadio in physical BUT more so online learning . especially into Africa & Middle East (or) any main English speaking region . if in time investors will sniff out the upside potential clearly evident within #ADH #SDO & snap up a % stake or the entire enterprise" [X Link](https://x.com/smalltalkdaily/status/1977322700860211363) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-10-12T10:37Z 22.2K followers, 1781 engagements "Be careful when you look at the new @JSE_Group 52-week highs & lows $JSENPN Naspers is not a 52-week low its just the effect of the X for X stock split confusing the data points One of the new 52-week highs $JSEREN @RenergenJHB which is +397% from its year low (March 4th) I'm sure will annoy the tits off some as $JSEISO ASP Isotopes surges and the scrip translation XXXXXXX drags #REN higher" [X Link](https://x.com/smalltalkdaily/status/1978085577749663839) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-10-14T13:08Z 22.2K followers, 1090 engagements "and now you can see why the private education education sector of $JSEADH @ADvTECHGroup & $JSESDO Stadio Holdings are doing so well . just picking the low hanging fruit from UNISA brings in potentially huge student inflows (as just one example) yet alone the inability of State higher education universities to cope with any growing inflows" [X Link](https://x.com/smalltalkdaily/status/1978095187801911569) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-10-14T13:46Z 22.2K followers, 2139 engagements "Nothing like M&A to start a Thursday Premier Group said not interested in Libstar but jumps on Rhodes Foods Group (RFG) Interesting tie up & brings #PMR a wide range of new business silos of which the most interesting in the ready meals biz (Gull Foods) - big in @WOOLWORTHS_SA & a No.2 juices biz (Rhodes) with leading brands in tinned fruit jams and tinned meats & pies #RFG management were a bit long in the tooth so Id wager the energy of #PMR can extract efficiencies & margin from this combination Offers in scrip X new #PMR for every X #RFG = R22.00 vs #RFG close R16.10 so portfolios will" [X Link](https://x.com/smalltalkdaily/status/1978706574735454376) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-10-16T06:16Z 22.2K followers, 3845 engagements "Solid and recovery H1 2025 trading update to August from property developer $JSEBWN @BalwinProp Their H2 is always much stronger than H1 as completions come to an end #BMN indicated interim HEPS will be between XX% to XX% higher (off very low / depressed base on H1 2024) to give range to XXXXX cents to XXXXX cents Results out October 28th on @JSE_SENS and if anyone interested here is the link to register to listen to webinar at 10.00am I wrote a spec buy on #BWN in the June edition of @FinancialMail with a YE2025 HEPS of XX cents per share with is a forecast PE of 4.5x Since #BMW has rallied" [X Link](https://x.com/smalltalkdaily/status/1980268330066878895) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-10-20T13:42Z 22.2K followers, 2159 engagements "GRINDROD LIMITED Appointment of Grindrod Chief Executive Officer As I catch up with the news and see that $JSEGND Grindrod hits a new 52-week high of 1635 cents having been higher in the day Year-to-date #GND +36.71% but from its PIC-led sell-off in April the stock is +57.8% (bet they wished they'd not sold now giving a FREE gift to two large institutions who snapped up the stock) The new CEO is Kwazi Mabaso who currently runs Grindrod Terminals He is well regarded and was widely seen by close #GND watchers as the most likely candidate to take over from Xolani Mbambo who leaves at the end of" [X Link](https://x.com/smalltalkdaily/status/1980521371122729195) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-10-21T06:27Z 22.2K followers, 1496 engagements "Spending the best part of the day with small cap $JSEMTA Metair Investments the automotive OEM parts & aftermarket parts (Autozone) business YTD #MTA is -XX% to XXX cents In an April @FinancialMail company review I remained cautious on the risks to the #MTA share price & that was the right recommendation given the price slide Past couple of months the share looks like it has bottomed & is ticking higher (is someone accumulating a recovery / value play) despite the gargantuan debt pile This is the second site visit Ive participated in with #MTA. Today there is a better air of calm & confidence" [X Link](https://x.com/smalltalkdaily/status/1980545568930668582) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-10-21T08:03Z 22.2K followers, 1451 engagements "Another day another executive of investment holding company $JSESBP Sabcap buying a lump of shares #SBP been a perennial favourite of @smalltalkdaily for years.own stock myself Same executive adds to recent buying and adds 125888 shares worth R139 million to recent buying Takes buying by same exec in past week's to 133000 shares worth R147 million Execs been persistent buyers of #SBP past weeks despite stock powering to new 52-week and record ever highs . that signals confidence hey in future prospects" [X Link](https://x.com/smalltalkdaily/status/1980599442119287121) [@smalltalkdaily](/creator/x/smalltalkdaily) 2025-10-21T11:37Z 22.2K followers, 2582 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@smalltalkdaily Smalltalkdaily Research
Smalltalkdaily Research posts on X about stocks, $jseadh, safex, $jsesdo the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX +18%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX +8.60%
- X Month XX -XX%
- X Months XXXXX +218%
- X Year XXXXX +33%
Followers: XXXXXX #
- X Week XXXXXX +0.05%
- X Month XXXXXX +0.71%
- X Months XXXXXX +4%
- X Year XXXXXX +7%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXX% exchanges XXXX% stocks XXXX%
Social topic influence stocks #5058, $jseadh #1, safex 1.53%, $jsesdo #1, money 0.76%, asset management 0.76%, $jsecml 0.76%, roaring 0.76%, surge 0.76%, $jsen91 XXXX%
Top accounts mentioned or mentioned by @financialmail @jsegroup @jsesens @bdlivesa @nasdaq @renergenjhb @moneyweb @businesslivesa @totalenergies @gtalevi @woolworthssa @advtechgroup @mjvdh25 @72 @governmentza @capitalsigmaza @heineken @dhillswine @craiggradidge @randswiss
Top assets mentioned Autozone Inc (AZO)
Top Social Posts #
Top posts by engagements in the last XX hours
"This policy & business unfriendly @GovernmentZA always finds now ingenious & novel ways to implement cadre corruption grift & money extortion from the business sector Bilking the economy dry one day at a time "
X Link @smalltalkdaily 2025-10-03T07:52Z 22.2K followers, 2406 engagements
"Monday data points Soft commodities remain benign on the week but a firmer wheat price on SAFEX - global stocks are plentiful and that is keeping prices in check - will aid the local millers and bakers I'm still watching the white maize price despite the price year-to-date -XXXX% as the tightness in availability of WM1 will become evident as the year closes and we head int Q1 2026 - if history repeats WM price will rally"
X Link @smalltalkdaily 2025-09-22T06:36Z 22.2K followers, 1010 engagements
"SAFEX yellow maize (in black) trading at R3337 a ton (YTD - 38.2%) is now back to levels last seen in 2021 and as I've persistently stated will be a major margin and profit boon for listed domestic poultry stocks. I have long forecast solid FY25 earnings and FY26 will follow suit SAFEX white (in red) R3505 a ton (-46.4% YTD) is a more interesting one as the available tonnage is up year-on-year sharply BUT the quality of white maize grade X (WG1) is sharply lower at 64%. This concerns me as we move into the new year so I'm watching the price closely I have standing buy recommendations on"
X Link @smalltalkdaily 2025-10-08T13:12Z 22.2K followers, XXX engagements
"1 year performances from the @JSE_Group listed asset management stocks $JSECML Coronation has had a roaring run latterly and has made new 52-week highs The surge in $JSEN91 Ninety One has also been strong and the stock has now pipped $JSESYG Sygnia as the top gainer in the sector year-to-date"
X Link @smalltalkdaily 2025-10-09T07:55Z 22.2K followers, 1416 engagements
"Interesting article as always by Professor Brian Kantor of Investec Wealth in todays @BDliveSA"
X Link @smalltalkdaily 2025-10-09T09:59Z 22.2K followers, XXX engagements
"The gold vs platinum price over XX years Just reading @FinancialMail and the platinum story on page XX with its headline The next big thing You can easily buy gold via various ETFs. Is there such an ETF product for PGMs just interested to know as not a sector I follow But article is interesting"
X Link @smalltalkdaily 2025-10-10T11:26Z 22.2K followers, 2087 engagements
"Mining analysts and fund managers - who selected and bought these stocks at the start of 2025 - the hero's as @JSE_Group updates new 52-week highs"
X Link @smalltalkdaily 2025-10-17T06:20Z 22.2K followers, 2157 engagements
"Awareness of this terrible scourge that takes so many beautiful lives too early In memory of my dear mum who was taken by breast cancer in May 2017 at too young an age for such a kind spirit"
X Link @smalltalkdaily 2025-10-18T19:57Z 22.2K followers, 1689 engagements
"Op-Ed on Curro & todays @BDliveSA letters page Ive known Frank Thompson for nearly XX years. He is a plain speaker & I always like that in management He is formally the CEO of private education group $JSEADH AdvTech In fact he was CEO twice but thats another story for another day (Leslie I say no more) He is correct on his opinion on the $JSECOH Curro Holdings buy-out The R13.00 share price offer may be a fat premium up the ruling market BUT the share has tanked over the past years and the offer price is similar to the #COH price in early 2025 after results impairment & weak learner growth"
X Link @smalltalkdaily 2025-09-05T12:56Z 22.2K followers, 2490 engagements
"Solid H1 2025 results from a @smalltalkdaily favourite and a stock I've owned myself for years $JSECMH Combined Motor Holdings I've had a LONG: CMH and a relative SHORT: Motus for over two years and its been a good call and continues to be H1 2025 results detailed HEPS +22.7% to XXX cents with the cash pile +14.9% to R7745 million (R954 million at YE2025) and I can see this expanding by +R300 million to YE2026 No interim dividend as #CMH undertaking a pro-forma buy-back of upto XX% of its shares at a level yet to be determined As a tightly held stock as XX% is held by top insiders inc the CEO"
X Link @smalltalkdaily 2025-10-15T07:18Z 22.2K followers, 3410 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"
X Link @smalltalkdaily 2025-07-23T16:08Z 22.2K followers, 1974 engagements
"FAT prices being paid by global private equity companies to acquire private education businesses writes @FT Have to wonder given the significant leverage that both $JSEADH @ADvTECHGroup & $JSESDO Stadio in physical BUT more so online learning . especially into Africa & Middle East (or) any main English speaking region . if in time investors will sniff out the upside potential clearly evident within #ADH #SDO & snap up a % stake or the entire enterprise"
X Link @smalltalkdaily 2025-10-12T10:37Z 22.2K followers, 1781 engagements
"Be careful when you look at the new @JSE_Group 52-week highs & lows $JSENPN Naspers is not a 52-week low its just the effect of the X for X stock split confusing the data points One of the new 52-week highs $JSEREN @RenergenJHB which is +397% from its year low (March 4th) I'm sure will annoy the tits off some as $JSEISO ASP Isotopes surges and the scrip translation XXXXXXX drags #REN higher"
X Link @smalltalkdaily 2025-10-14T13:08Z 22.2K followers, 1090 engagements
"and now you can see why the private education education sector of $JSEADH @ADvTECHGroup & $JSESDO Stadio Holdings are doing so well . just picking the low hanging fruit from UNISA brings in potentially huge student inflows (as just one example) yet alone the inability of State higher education universities to cope with any growing inflows"
X Link @smalltalkdaily 2025-10-14T13:46Z 22.2K followers, 2139 engagements
"Nothing like M&A to start a Thursday Premier Group said not interested in Libstar but jumps on Rhodes Foods Group (RFG) Interesting tie up & brings #PMR a wide range of new business silos of which the most interesting in the ready meals biz (Gull Foods) - big in @WOOLWORTHS_SA & a No.2 juices biz (Rhodes) with leading brands in tinned fruit jams and tinned meats & pies #RFG management were a bit long in the tooth so Id wager the energy of #PMR can extract efficiencies & margin from this combination Offers in scrip X new #PMR for every X #RFG = R22.00 vs #RFG close R16.10 so portfolios will"
X Link @smalltalkdaily 2025-10-16T06:16Z 22.2K followers, 3845 engagements
"Solid and recovery H1 2025 trading update to August from property developer $JSEBWN @BalwinProp Their H2 is always much stronger than H1 as completions come to an end #BMN indicated interim HEPS will be between XX% to XX% higher (off very low / depressed base on H1 2024) to give range to XXXXX cents to XXXXX cents Results out October 28th on @JSE_SENS and if anyone interested here is the link to register to listen to webinar at 10.00am I wrote a spec buy on #BWN in the June edition of @FinancialMail with a YE2025 HEPS of XX cents per share with is a forecast PE of 4.5x Since #BMW has rallied"
X Link @smalltalkdaily 2025-10-20T13:42Z 22.2K followers, 2159 engagements
"GRINDROD LIMITED Appointment of Grindrod Chief Executive Officer As I catch up with the news and see that $JSEGND Grindrod hits a new 52-week high of 1635 cents having been higher in the day Year-to-date #GND +36.71% but from its PIC-led sell-off in April the stock is +57.8% (bet they wished they'd not sold now giving a FREE gift to two large institutions who snapped up the stock) The new CEO is Kwazi Mabaso who currently runs Grindrod Terminals He is well regarded and was widely seen by close #GND watchers as the most likely candidate to take over from Xolani Mbambo who leaves at the end of"
X Link @smalltalkdaily 2025-10-21T06:27Z 22.2K followers, 1496 engagements
"Spending the best part of the day with small cap $JSEMTA Metair Investments the automotive OEM parts & aftermarket parts (Autozone) business YTD #MTA is -XX% to XXX cents In an April @FinancialMail company review I remained cautious on the risks to the #MTA share price & that was the right recommendation given the price slide Past couple of months the share looks like it has bottomed & is ticking higher (is someone accumulating a recovery / value play) despite the gargantuan debt pile This is the second site visit Ive participated in with #MTA. Today there is a better air of calm & confidence"
X Link @smalltalkdaily 2025-10-21T08:03Z 22.2K followers, 1451 engagements
"Another day another executive of investment holding company $JSESBP Sabcap buying a lump of shares #SBP been a perennial favourite of @smalltalkdaily for years.own stock myself Same executive adds to recent buying and adds 125888 shares worth R139 million to recent buying Takes buying by same exec in past week's to 133000 shares worth R147 million Execs been persistent buyers of #SBP past weeks despite stock powering to new 52-week and record ever highs . that signals confidence hey in future prospects"
X Link @smalltalkdaily 2025-10-21T11:37Z 22.2K followers, 2582 engagements