LunarCrush LLM | creator/twitter::1235213266902806529/posts

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[@SMRI_Institute](/creator/twitter/SMRI_Institute)
"slightly below the S&P XXX average of 28x. The question is why would investors assign a premium to ZSE Holdings relative to more established less volatile and stable peers like the JSE Limited"  
[X Link](https://x.com/SMRI_Institute/status/1943010998778015891) [@SMRI_Institute](/creator/x/SMRI_Institute) 2025-07-09T18:14Z 6090 followers, XXX engagements


"In my July analysis of ZSE Holdings I projected that the most likely operating scenario would see EBIT margins in the range of XX% to 20%. The companys HY2025 results came in largely in line with these expectations reporting an EBIT margin of 15.8%. At the time I estimated that ZSE would generate between US$1 million and US$1.5 million in EBIT for the full year. With HY2025 EBIT at US$0.54 million the company appears to be on track to meet that projection. I also noted that revenue would closely track broader economic performance given the companys strong dependence on macroeconomic"  
[X Link](https://x.com/SMRI_Institute/status/1968638398807089515) [@SMRI_Institute](/creator/x/SMRI_Institute) 2025-09-18T11:29Z 6090 followers, 2386 engagements


"The annualized P/E multiple of should be approximately 8x discount to JSE Limiteds 11x which is justified by structural differences in the underlying markets"  
[X Link](https://x.com/SMRI_Institute/status/1968685895462101393) [@SMRI_Institute](/creator/x/SMRI_Institute) 2025-09-18T14:37Z 6090 followers, XXX engagements


"The Fed is expected to meet before the end of this month with markets anticipating a potential XXXX% rate cut. This would lower the federal funds rate from its current XXXX% range driven by signs of a weakening U.S. labor market and some political pressure from the White House. Further into early 2026 another rate cut is expected possibly bringing the policy rate below X% but still above 2%. Such a move would likely weaken the U.S. dollar and drive bond yields lowerconditions that historically favor higher gold prices. When rates fall bonds lose their appealespecially if inflation rises. For"  
[X Link](https://x.com/SMRI_Institute/status/1978003523276063113) [@SMRI_Institute](/creator/x/SMRI_Institute) 2025-10-14T07:42Z 6089 followers, 5037 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.]

@SMRI_Institute "slightly below the S&P XXX average of 28x. The question is why would investors assign a premium to ZSE Holdings relative to more established less volatile and stable peers like the JSE Limited"
X Link @SMRI_Institute 2025-07-09T18:14Z 6090 followers, XXX engagements

"In my July analysis of ZSE Holdings I projected that the most likely operating scenario would see EBIT margins in the range of XX% to 20%. The companys HY2025 results came in largely in line with these expectations reporting an EBIT margin of 15.8%. At the time I estimated that ZSE would generate between US$1 million and US$1.5 million in EBIT for the full year. With HY2025 EBIT at US$0.54 million the company appears to be on track to meet that projection. I also noted that revenue would closely track broader economic performance given the companys strong dependence on macroeconomic"
X Link @SMRI_Institute 2025-09-18T11:29Z 6090 followers, 2386 engagements

"The annualized P/E multiple of should be approximately 8x discount to JSE Limiteds 11x which is justified by structural differences in the underlying markets"
X Link @SMRI_Institute 2025-09-18T14:37Z 6090 followers, XXX engagements

"The Fed is expected to meet before the end of this month with markets anticipating a potential XXXX% rate cut. This would lower the federal funds rate from its current XXXX% range driven by signs of a weakening U.S. labor market and some political pressure from the White House. Further into early 2026 another rate cut is expected possibly bringing the policy rate below X% but still above 2%. Such a move would likely weaken the U.S. dollar and drive bond yields lowerconditions that historically favor higher gold prices. When rates fall bonds lose their appealespecially if inflation rises. For"
X Link @SMRI_Institute 2025-10-14T07:42Z 6089 followers, 5037 engagements