[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.] [@JSE_Invest](/creator/twitter/JSE_Invest) "I remember how much criticism I used to get for being balls long resources. $SBSW $HMY $THS.L" [X Link](https://x.com/JSE_Invest/status/1973292661168808032) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-01T07:43Z 3975 followers, 7115 engagements "$SBSW $THS.L $VALT.L" [X Link](https://x.com/JSE_Invest/status/1973701087015420234) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-02T10:46Z 3974 followers, 4277 engagements "Holy crap $SBSW" [X Link](https://x.com/JSE_Invest/status/1976014596285792339) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-08T19:59Z 3975 followers, 10.9K engagements "Hannibal Gaddafi is an historic name 😂" [X Link](https://x.com/JSE_Invest/status/1979501517095743826) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-18T10:55Z 3975 followers, 1461 engagements "Everyone bleating because the major indices havent rolled over yet were in extreme fear. We all know by now the indices dont reflect the broader economy. Look at defensives consumer goods regional banks. Thats where the fear is and it is reflected in VIX not in the indices. We could get a broader market crash here but we could also just have a buying opportunity for unloved sectors. Nobody knows. Hope it helps" [X Link](https://x.com/JSE_Invest/status/1979092708435062994) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T07:50Z 3975 followers, 2869 engagements "Jeffrey Christians we believe platinum and palladium may have entered new trading ranges. This after years of advising his clients to stay away (or short) the metals. Hilarious" [X Link](https://x.com/JSE_Invest/status/1979504109951554032) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-18T11:05Z 3975 followers, 1404 engagements "Buying $PBR and $DVN Monday" [X Link](https://x.com/JSE_Invest/status/1976992445482020904) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-11T12:45Z 3975 followers, 3746 engagements "Somebody stop me I'm getting bullish" [X Link](https://x.com/JSE_Invest/status/1979605482349191336) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-18T17:48Z 3974 followers, 1754 engagements "@dawievdwest225 Is your target R20" [X Link](https://x.com/JSE_Invest/status/1972980796635091315) [@JSE_Invest](/creator/x/JSE_Invest) 2025-09-30T11:04Z 3975 followers, XXX engagements "I hold Sibanye Anglogold Goldfields Valterra Harmony Pan African Resources. I am currently buying Tsogo Truworths Afrimat Aspen and Sappi. This is what works for me. I might get hurt a bit no problem" [X Link](https://x.com/JSE_Invest/status/1976214029631987857) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-09T09:11Z 3975 followers, 12.3K engagements "Metalverse $SBSW" [X Link](https://x.com/JSE_Invest/status/1978827703076725245) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T14:17Z 3975 followers, 2903 engagements "Btw rhodium spiked to $7900 overnight $SBSW" [X Link](https://x.com/JSE_Invest/status/1979074595790483891) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T06:38Z 3975 followers, 4973 engagements "@DarkLordOfDatas Bought some sibanyw $SBSW as a trading position separate to my main holding" [X Link](https://x.com/JSE_Invest/status/1979245439867134280) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T17:57Z 3975 followers, XXX engagements "Thats the stuff $SBSW $ANGPY" [X Link](https://x.com/JSE_Invest/status/1940422218770771991) [@JSE_Invest](/creator/x/JSE_Invest) 2025-07-02T14:48Z 3973 followers, 2691 engagements "Dont see anybody with anything at all good to say about Truworths. Buying at R59. Norges Investment took 5%. Forward dividend yield around 9%" [X Link](https://x.com/JSE_Invest/status/1961380115293622611) [@JSE_Invest](/creator/x/JSE_Invest) 2025-08-29T10:47Z 3974 followers, 2015 engagements "Newsletter out later today. In it I discuss Sibanye $SBSW results and how the current pullback has opened a window of opportunity. Were up X% today sadly. Also featuring Nedbank and Daqo results $DQ" [X Link](https://x.com/JSE_Invest/status/1962420900902387726) [@JSE_Invest](/creator/x/JSE_Invest) 2025-09-01T07:42Z 3973 followers, 2351 engagements "You can probably outperform by buying Bidvest and Nedbank here and shutting your screen off for a year" [X Link](https://x.com/JSE_Invest/status/1963142784971391472) [@JSE_Invest](/creator/x/JSE_Invest) 2025-09-03T07:31Z 3972 followers, 6308 engagements "Im long $JD but this is just dumb. JD Health is already integrated into and reflected in Retail segment and you cant just take gross cash/equiv and treat it like net cash when relating it to market cap. Thats fundamentally just the wrong thing to do. $JD is still cheap just not for these reasons" [X Link](https://x.com/JSE_Invest/status/1971514244597240208) [@JSE_Invest](/creator/x/JSE_Invest) 2025-09-26T09:56Z 3972 followers, 2519 engagements "Buying a little more Truworths here at R54.50; average buy price R60 now just over X% of my portfolio. Forward PE 6x forward dividend yield XXX% ROE consistently above 25%. Has fallen XX% YTD; over the same period has the company actually lost more than half of its value I think not. Let's see" [X Link](https://x.com/JSE_Invest/status/1972942592321995004) [@JSE_Invest](/creator/x/JSE_Invest) 2025-09-30T08:32Z 3973 followers, 2654 engagements "$CAG X% dividend yield 8x PE for a consumer brands business. Not the best brands some debt (not too bad) but too cheap. Long" [X Link](https://x.com/JSE_Invest/status/1972990192790417797) [@JSE_Invest](/creator/x/JSE_Invest) 2025-09-30T11:41Z 3972 followers, 2302 engagements "@dawievdwest225 17-53 is quite a range 😂 and R17 would place Truworths on a PE of like 2x. If it gets to R45 Ill buy a lot more. Good work on Sasol" [X Link](https://x.com/JSE_Invest/status/1972990476635832761) [@JSE_Invest](/creator/x/JSE_Invest) 2025-09-30T11:42Z 3972 followers, XXX engagements "If only there were signs smh $CAG" [X Link](https://x.com/JSE_Invest/status/1973353451066450044) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-01T11:45Z 3974 followers, 1388 engagements "Octobers first letter will be out this weekend. Ill look at a few names including: $CROX $CAG Truworths Famous Brands and an update on Tharisa $THS.L ahead of their October presentation" [X Link](https://x.com/JSE_Invest/status/1973356785949090120) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-01T11:58Z 3972 followers, XXX engagements "@JSE_Group what are currently the most accessible means for foreign non-institutional investors to invest in JSE listed companies Why is the JSE not on Interactive Brokers This is a small push that could provide outsized returns for the JSE as a company and exchange and even for the country imo. We need international investors to have an easy route into our market. Im talking about our mid and small caps too" [X Link](https://x.com/JSE_Invest/status/1976218231997165839) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-09T09:28Z 3975 followers, XXX engagements "@unrulyfeather @JSE_Group Nope. You can get exposure to a few ADRs but not directly to our market it seems" [X Link](https://x.com/JSE_Invest/status/1976239423961587827) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-09T10:52Z 3973 followers, XXX engagements "Adding to $BMRN here. Avg buy price $XX. Results out in two weeks cost of recent acquisition will adversely impact EPS but that is largely academic; expect their core business to continue growing quickly. Lets see" [X Link](https://x.com/JSE_Invest/status/1976652384467329398) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-10T14:13Z 3972 followers, XXX engagements "Buybacks have returned 🥲" [X Link](https://x.com/JSE_Invest/status/1977628821949174199) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-13T06:53Z 3973 followers, XXX engagements "BOOM. Aspen secured approval for distribution of Mounjaro. Very bullish. Added again buy price now R102" [X Link](https://x.com/JSE_Invest/status/1977647611130851760) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-13T08:08Z 3973 followers, 2640 engagements "See you there" [X Link](https://x.com/JSE_Invest/status/1978058208510968032) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-14T11:20Z 3972 followers, 1141 engagements "Proper flash crash across Insimbi JBL KP2 Wtf Did someone just blow up or bow out" [X Link](https://x.com/JSE_Invest/status/1978105677370261530) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-14T14:28Z 3975 followers, 6057 engagements "The amount of conservatives calling the leaker a traitor is hilarious. Sensitive information is one thing but concealing deep seated hatred the likes of which this chat was perpetuating from actual members of a political party (left or right) just isnt a matter of national security. Stand for something meaningful not this. Both sides are utterly retarded and far removed from the majority of the population they were intended to represent" [X Link](https://x.com/JSE_Invest/status/1978371178864562274) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-15T08:03Z 3972 followers, 1905 engagements "Another one bites the dust" [X Link](https://x.com/JSE_Invest/status/1978711264634302541) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T06:35Z 3972 followers, 1296 engagements "Tell me again how crypto is the perfect currency 😂" [X Link](https://x.com/JSE_Invest/status/1978712857144361467) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T06:41Z 3974 followers, 1247 engagements "It might actually be time to get in oil" [X Link](https://x.com/JSE_Invest/status/1978713382090891525) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T06:43Z 3973 followers, 1796 engagements "#JSELAB: BOOOOOM. What did I Say Up XX% on INSANE results" [X Link](https://x.com/JSE_Invest/status/1978720860274864201) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T07:13Z 3973 followers, 3802 engagements "Pay attention when something is left for dead. NAV up 9x HEPS up 5x" [X Link](https://x.com/JSE_Invest/status/1978721366825189879) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T07:15Z 3973 followers, 2767 engagements "Its up to 12c in trade which is 1x what the company made in HEPS for the SIX MONTH period. This is too damn cheap. Always was. And it was all in the SENS" [X Link](https://x.com/JSE_Invest/status/1978723502619341005) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T07:23Z 3973 followers, 1243 engagements "@ou_abel Well at 24c its a 2x multiple on its half-year earnings Ill let the imagination run wild" [X Link](https://x.com/JSE_Invest/status/1978724647932682583) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T07:28Z 3972 followers, XXX engagements "Up XXX% on the day now. Probably got a lot more in it to get to reasonable valuation" [X Link](https://x.com/JSE_Invest/status/1978724896369791038) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T07:29Z 3973 followers, 1702 engagements "Who was here at $1800 ;)" [X Link](https://x.com/JSE_Invest/status/1978727007077777901) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T07:37Z 3973 followers, 1422 engagements "@EmnNene Totally different team now. I got in this year" [X Link](https://x.com/JSE_Invest/status/1978729063209459784) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T07:45Z 3971 followers, XX engagements "Addin to Balwin #JSEBWN here at R2.73/share. Results out soon cycle in their favour. Will write on them more soon. Balwin and Calgro likely to become XX% of my portfolio in the coming six months" [X Link](https://x.com/JSE_Invest/status/1978735303142605181) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T08:10Z 3973 followers, 1561 engagements "As for the loss you're sitting on what is the price in ZARc I cannot speak for the short term movements as a bunch of small holders are probably running for the doors on the spike without fully understanding the changes that have occurred. Medium-long term when near term trading liquidity is less frenetic this should be above 30c/share in my opinion" [X Link](https://x.com/JSE_Invest/status/1978735687680561655) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T08:12Z 3971 followers, XX engagements "@hazelwood_dave SA agri deal" [X Link](https://x.com/JSE_Invest/status/1978742559389217234) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T08:39Z 3973 followers, XXX engagements "And there's the 7x on $PAF.L Pan African Resources. Wow I love these guys. No leverage no problem" [X Link](https://x.com/JSE_Invest/status/1978743159296315463) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T08:41Z 3973 followers, XXX engagements "The previous auditor hasnt refused to sign off on anything (or at least that hasnt been disclosed); it looked like an under capacity issue which I believe at this time of the year and with some anecdotal support. I cant speak for them on that though - I just know the company has radically changed and these numbers are albeit outstanding not totally outlandish if youve been keeping up with their SENS over the last year. Many changes have happened. This is predominantly a tech business now" [X Link](https://x.com/JSE_Invest/status/1978751027126939803) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T09:13Z 3971 followers, XX engagements "We live in a simulation" [X Link](https://x.com/JSE_Invest/status/1978782409635033539) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T11:17Z 3973 followers, XXX engagements "@EmnNene Okay well thats book value now so not too bad all things considered" [X Link](https://x.com/JSE_Invest/status/1978804419799007277) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T12:45Z 3971 followers, XX engagements "On Bloomberg TV today: secular metals bull market 💛" [X Link](https://x.com/JSE_Invest/status/1978825436483224039) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T14:08Z 3973 followers, 3491 engagements "Adding Labat at 9c" [X Link](https://x.com/JSE_Invest/status/1978829183187869929) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T14:23Z 3973 followers, 1133 engagements "@Hoosain_91 24c (NAV)" [X Link](https://x.com/JSE_Invest/status/1978902722909729085) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-16T19:15Z 3972 followers, XX engagements "Right on time ;)" [X Link](https://x.com/JSE_Invest/status/1979072913329320115) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T06:32Z 3974 followers, 1054 engagements "Pulchritudinous indeed 😅" [X Link](https://x.com/JSE_Invest/status/1979075686099779648) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T06:43Z 3974 followers, 1071 engagements "Fear and greed are opposites but they are not enantiomorphic opposites. Both can exist in different places simultaneously" [X Link](https://x.com/JSE_Invest/status/1979093280336806008) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T07:53Z 3973 followers, 2359 engagements "Brent is flat $SSL Sasol down 7%. Who let the panicans back in" [X Link](https://x.com/JSE_Invest/status/1979147920923386188) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T11:30Z 3974 followers, 2096 engagements "#JSE4SI 4Sight trading update out: HEPS for the six-month period up yet another XX% to 6.75c/share. These guys are very likely on a P/E of 5x for the current financial year. Way too cheap for such a consistent grower. Adding" [X Link](https://x.com/JSE_Invest/status/1979151942732398736) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T11:46Z 3973 followers, 3764 engagements "Our small caps are just too cheap" [X Link](https://x.com/JSE_Invest/status/1979154922609222139) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T11:57Z 3973 followers, 2946 engagements "LABAT Results out and they reveal one thing: entirely different company. Gains were not primarily driven from fair value adjustments; rather a massive increase across the top and bottom lines. Surely you listened to me and read the announcements that gave this all away Anon" [X Link](https://x.com/JSE_Invest/status/1979179844815458652) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T13:37Z 3975 followers, 2172 engagements "Note the tax loss assets too" [X Link](https://x.com/JSE_Invest/status/1979181241384530019) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T13:42Z 3972 followers, XXX engagements "@FrancoisJonker1 Epic" [X Link](https://x.com/JSE_Invest/status/1979184875593753069) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T13:57Z 3972 followers, XXX engagements "Someone dumping though lol" [X Link](https://x.com/JSE_Invest/status/1979188958031499684) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T14:13Z 3972 followers, XXX engagements "Proper bloodbath in the miners today. Fair enough 😂" [X Link](https://x.com/JSE_Invest/status/1979198664212902189) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T14:51Z 3975 followers, 3986 engagements "@FrancoisJonker1 I think its the cash flow statement" [X Link](https://x.com/JSE_Invest/status/1979200956962144520) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T15:00Z 3972 followers, XXX engagements "@FrancoisJonker1 Which looks bad but makes sense - working capital build to support a now much (tech) larger book can see build in receivables and inventory post acquisition of Classic/Ahnamu" [X Link](https://x.com/JSE_Invest/status/1979201995752845493) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T15:05Z 3972 followers, XXX engagements "Positioning for 2026. My miners/resources stay untouched. Increasing positions in Bidvest Nedbank Truworths Woolies a few other SA Inc names (some small caps); I think 2026 we may see some rebalancing (less heavy commodities some buying back into SA Inc)" [X Link](https://x.com/JSE_Invest/status/1968939056898756794) [@JSE_Invest](/creator/x/JSE_Invest) 2025-09-19T07:23Z 3975 followers, 2990 engagements "$DEO $STZ $TAP All presenting generational buying opportunities. Gen Z here I enjoy a good beverage and so do all of my friends lol" [X Link](https://x.com/JSE_Invest/status/1973364171552202774) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-01T12:27Z 3975 followers, 2543 engagements "I asked a while ago why everyone thought Mondi looked cheap. After todays drop Im finally seeing it. From an earnings perspective Ive seen better deals even at the trough. But historically and based on book this name is now being punished more than it should in my view. Below book treated as unprotifable; Im having a nibble" [X Link](https://x.com/JSE_Invest/status/1975118720331604299) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-06T08:39Z 3975 followers, 4407 engagements "Slowly ticking up. To put things into perspective one needs to acknowledge how cheap this is from both income statement and balance sheet view. Just for the company to be trading on par with its net CURRENT assets (ignoring fixed assets entirely) we are in for a 2x. At that price (R10/share) you would still be buying the healthy operating company at 6x earnings (and thats on a low earnings year). Pretty insane how the JSE gives us these opportunities from time to time. Still risks of negative developments in imminent update but Im seeing a lot of potential here" [X Link](https://x.com/JSE_Invest/status/1976188930589401322) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-09T07:32Z 3974 followers, 2869 engagements "@Mercedarians Good call" [X Link](https://x.com/JSE_Invest/status/1977312379626299416) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-12T09:56Z 3975 followers, XXX engagements "Over the last two months Ive been building a position in a JSE-listed micro cap. Im almost at the right size. Results out within the next month. Will reveal name + rationale when complete" [X Link](https://x.com/JSE_Invest/status/1975142554187514317) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-06T10:14Z 3975 followers, 14.8K engagements "Ok so heres the stock Ive been building a position in: Calgro M3. It is now above XX% of my portfolio. The reasons I have bought it are relatively straightforward. First it is cheap. Very very cheap. The company has net working capital exceeding its market cap which effectively means you're getting the operating entity at negative cost. In fact the companys current assets net of total liabilities is 2x its market capitalization. Ignoring the balance sheet and looking just at the income statement it's still ridiculously cheap at 3x earnings and that is on their latest results which showed a" [X Link](https://x.com/JSE_Invest/status/1975876176242466922) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-08T10:49Z 3975 followers, 16.9K engagements "Opening small shorts on MTN Remgro Top40 as a hedge going into SA Inc updates next week + Aug 1st deadline. Not really fundamental (MTN maybe run a bit hard and Iran rumours heating up) mainly to hedge against near term risks" [X Link](https://x.com/JSE_Invest/status/1948342153262060022) [@JSE_Invest](/creator/x/JSE_Invest) 2025-07-24T11:19Z 3975 followers, 5423 engagements "Also opening tiny shorts in Northam Platinum as part of the hedge. PGMs run hard still have plenty of upside imo but could cool off a little and wouldnt hurt being hedged over next week or two imo. Northam too expensive anyway. $SBSW $VALT.L $THS.L remain undervalued" [X Link](https://x.com/JSE_Invest/status/1948345488123793803) [@JSE_Invest](/creator/x/JSE_Invest) 2025-07-24T11:32Z 3975 followers, 10.8K engagements "@anon_a_mouse1 Whats the reason" [X Link](https://x.com/JSE_Invest/status/1979270842388484551) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-17T19:38Z 3975 followers, XX engagements "Palladium on a tear $SBSW" [X Link](https://x.com/JSE_Invest/status/1975271015669461005) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-06T18:44Z 3975 followers, 4092 engagements "Were in a situation where the current administration has literally handicapped (and infiltrated *cough* Miren) the Fed eliminating and adjusting data points (manipulating Main St reality) and storming on a path toward rate cuts (good because real economy ex AI is suffering bad because inflation has not been adequately tamed) this could actually be worse than the 70s because the setting is not a battleground to fight these issues; it is a circus. It might take years (post-Trump) for the ramifications to hit but gold is telling us the truth" [X Link](https://x.com/JSE_Invest/status/1979818807389565287) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-19T07:56Z 3975 followers, 1851 engagements "Fiscal ai asking if there are any companies in the world with higher operating margins. And people think these guys are going to replace $FDS" [X Link](https://x.com/JSE_Invest/status/1979821301335564538) [@JSE_Invest](/creator/x/JSE_Invest) 2025-10-19T08:05Z 3975 followers, 1590 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.]
@JSE_Invest
"I remember how much criticism I used to get for being balls long resources. $SBSW $HMY $THS.L"
X Link @JSE_Invest 2025-10-01T07:43Z 3975 followers, 7115 engagements
"$SBSW $THS.L $VALT.L"
X Link @JSE_Invest 2025-10-02T10:46Z 3974 followers, 4277 engagements
"Holy crap $SBSW"
X Link @JSE_Invest 2025-10-08T19:59Z 3975 followers, 10.9K engagements
"Hannibal Gaddafi is an historic name 😂"
X Link @JSE_Invest 2025-10-18T10:55Z 3975 followers, 1461 engagements
"Everyone bleating because the major indices havent rolled over yet were in extreme fear. We all know by now the indices dont reflect the broader economy. Look at defensives consumer goods regional banks. Thats where the fear is and it is reflected in VIX not in the indices. We could get a broader market crash here but we could also just have a buying opportunity for unloved sectors. Nobody knows. Hope it helps"
X Link @JSE_Invest 2025-10-17T07:50Z 3975 followers, 2869 engagements
"Jeffrey Christians we believe platinum and palladium may have entered new trading ranges. This after years of advising his clients to stay away (or short) the metals. Hilarious"
X Link @JSE_Invest 2025-10-18T11:05Z 3975 followers, 1404 engagements
"Buying $PBR and $DVN Monday"
X Link @JSE_Invest 2025-10-11T12:45Z 3975 followers, 3746 engagements
"Somebody stop me I'm getting bullish"
X Link @JSE_Invest 2025-10-18T17:48Z 3974 followers, 1754 engagements
"@dawievdwest225 Is your target R20"
X Link @JSE_Invest 2025-09-30T11:04Z 3975 followers, XXX engagements
"I hold Sibanye Anglogold Goldfields Valterra Harmony Pan African Resources. I am currently buying Tsogo Truworths Afrimat Aspen and Sappi. This is what works for me. I might get hurt a bit no problem"
X Link @JSE_Invest 2025-10-09T09:11Z 3975 followers, 12.3K engagements
"Metalverse $SBSW"
X Link @JSE_Invest 2025-10-16T14:17Z 3975 followers, 2903 engagements
"Btw rhodium spiked to $7900 overnight $SBSW"
X Link @JSE_Invest 2025-10-17T06:38Z 3975 followers, 4973 engagements
"@DarkLordOfDatas Bought some sibanyw $SBSW as a trading position separate to my main holding"
X Link @JSE_Invest 2025-10-17T17:57Z 3975 followers, XXX engagements
"Thats the stuff $SBSW $ANGPY"
X Link @JSE_Invest 2025-07-02T14:48Z 3973 followers, 2691 engagements
"Dont see anybody with anything at all good to say about Truworths. Buying at R59. Norges Investment took 5%. Forward dividend yield around 9%"
X Link @JSE_Invest 2025-08-29T10:47Z 3974 followers, 2015 engagements
"Newsletter out later today. In it I discuss Sibanye $SBSW results and how the current pullback has opened a window of opportunity. Were up X% today sadly. Also featuring Nedbank and Daqo results $DQ"
X Link @JSE_Invest 2025-09-01T07:42Z 3973 followers, 2351 engagements
"You can probably outperform by buying Bidvest and Nedbank here and shutting your screen off for a year"
X Link @JSE_Invest 2025-09-03T07:31Z 3972 followers, 6308 engagements
"Im long $JD but this is just dumb. JD Health is already integrated into and reflected in Retail segment and you cant just take gross cash/equiv and treat it like net cash when relating it to market cap. Thats fundamentally just the wrong thing to do. $JD is still cheap just not for these reasons"
X Link @JSE_Invest 2025-09-26T09:56Z 3972 followers, 2519 engagements
"Buying a little more Truworths here at R54.50; average buy price R60 now just over X% of my portfolio. Forward PE 6x forward dividend yield XXX% ROE consistently above 25%. Has fallen XX% YTD; over the same period has the company actually lost more than half of its value I think not. Let's see"
X Link @JSE_Invest 2025-09-30T08:32Z 3973 followers, 2654 engagements
"$CAG X% dividend yield 8x PE for a consumer brands business. Not the best brands some debt (not too bad) but too cheap. Long"
X Link @JSE_Invest 2025-09-30T11:41Z 3972 followers, 2302 engagements
"@dawievdwest225 17-53 is quite a range 😂 and R17 would place Truworths on a PE of like 2x. If it gets to R45 Ill buy a lot more. Good work on Sasol"
X Link @JSE_Invest 2025-09-30T11:42Z 3972 followers, XXX engagements
"If only there were signs smh $CAG"
X Link @JSE_Invest 2025-10-01T11:45Z 3974 followers, 1388 engagements
"Octobers first letter will be out this weekend. Ill look at a few names including: $CROX $CAG Truworths Famous Brands and an update on Tharisa $THS.L ahead of their October presentation"
X Link @JSE_Invest 2025-10-01T11:58Z 3972 followers, XXX engagements
"@JSE_Group what are currently the most accessible means for foreign non-institutional investors to invest in JSE listed companies Why is the JSE not on Interactive Brokers This is a small push that could provide outsized returns for the JSE as a company and exchange and even for the country imo. We need international investors to have an easy route into our market. Im talking about our mid and small caps too"
X Link @JSE_Invest 2025-10-09T09:28Z 3975 followers, XXX engagements
"@unrulyfeather @JSE_Group Nope. You can get exposure to a few ADRs but not directly to our market it seems"
X Link @JSE_Invest 2025-10-09T10:52Z 3973 followers, XXX engagements
"Adding to $BMRN here. Avg buy price $XX. Results out in two weeks cost of recent acquisition will adversely impact EPS but that is largely academic; expect their core business to continue growing quickly. Lets see"
X Link @JSE_Invest 2025-10-10T14:13Z 3972 followers, XXX engagements
"Buybacks have returned 🥲"
X Link @JSE_Invest 2025-10-13T06:53Z 3973 followers, XXX engagements
"BOOM. Aspen secured approval for distribution of Mounjaro. Very bullish. Added again buy price now R102"
X Link @JSE_Invest 2025-10-13T08:08Z 3973 followers, 2640 engagements
"See you there"
X Link @JSE_Invest 2025-10-14T11:20Z 3972 followers, 1141 engagements
"Proper flash crash across Insimbi JBL KP2 Wtf Did someone just blow up or bow out"
X Link @JSE_Invest 2025-10-14T14:28Z 3975 followers, 6057 engagements
"The amount of conservatives calling the leaker a traitor is hilarious. Sensitive information is one thing but concealing deep seated hatred the likes of which this chat was perpetuating from actual members of a political party (left or right) just isnt a matter of national security. Stand for something meaningful not this. Both sides are utterly retarded and far removed from the majority of the population they were intended to represent"
X Link @JSE_Invest 2025-10-15T08:03Z 3972 followers, 1905 engagements
"Another one bites the dust"
X Link @JSE_Invest 2025-10-16T06:35Z 3972 followers, 1296 engagements
"Tell me again how crypto is the perfect currency 😂"
X Link @JSE_Invest 2025-10-16T06:41Z 3974 followers, 1247 engagements
"It might actually be time to get in oil"
X Link @JSE_Invest 2025-10-16T06:43Z 3973 followers, 1796 engagements
"#JSELAB: BOOOOOM. What did I Say Up XX% on INSANE results"
X Link @JSE_Invest 2025-10-16T07:13Z 3973 followers, 3802 engagements
"Pay attention when something is left for dead. NAV up 9x HEPS up 5x"
X Link @JSE_Invest 2025-10-16T07:15Z 3973 followers, 2767 engagements
"Its up to 12c in trade which is 1x what the company made in HEPS for the SIX MONTH period. This is too damn cheap. Always was. And it was all in the SENS"
X Link @JSE_Invest 2025-10-16T07:23Z 3973 followers, 1243 engagements
"@ou_abel Well at 24c its a 2x multiple on its half-year earnings Ill let the imagination run wild"
X Link @JSE_Invest 2025-10-16T07:28Z 3972 followers, XXX engagements
"Up XXX% on the day now. Probably got a lot more in it to get to reasonable valuation"
X Link @JSE_Invest 2025-10-16T07:29Z 3973 followers, 1702 engagements
"Who was here at $1800 ;)"
X Link @JSE_Invest 2025-10-16T07:37Z 3973 followers, 1422 engagements
"@EmnNene Totally different team now. I got in this year"
X Link @JSE_Invest 2025-10-16T07:45Z 3971 followers, XX engagements
"Addin to Balwin #JSEBWN here at R2.73/share. Results out soon cycle in their favour. Will write on them more soon. Balwin and Calgro likely to become XX% of my portfolio in the coming six months"
X Link @JSE_Invest 2025-10-16T08:10Z 3973 followers, 1561 engagements
"As for the loss you're sitting on what is the price in ZARc I cannot speak for the short term movements as a bunch of small holders are probably running for the doors on the spike without fully understanding the changes that have occurred. Medium-long term when near term trading liquidity is less frenetic this should be above 30c/share in my opinion"
X Link @JSE_Invest 2025-10-16T08:12Z 3971 followers, XX engagements
"@hazelwood_dave SA agri deal"
X Link @JSE_Invest 2025-10-16T08:39Z 3973 followers, XXX engagements
"And there's the 7x on $PAF.L Pan African Resources. Wow I love these guys. No leverage no problem"
X Link @JSE_Invest 2025-10-16T08:41Z 3973 followers, XXX engagements
"The previous auditor hasnt refused to sign off on anything (or at least that hasnt been disclosed); it looked like an under capacity issue which I believe at this time of the year and with some anecdotal support. I cant speak for them on that though - I just know the company has radically changed and these numbers are albeit outstanding not totally outlandish if youve been keeping up with their SENS over the last year. Many changes have happened. This is predominantly a tech business now"
X Link @JSE_Invest 2025-10-16T09:13Z 3971 followers, XX engagements
"We live in a simulation"
X Link @JSE_Invest 2025-10-16T11:17Z 3973 followers, XXX engagements
"@EmnNene Okay well thats book value now so not too bad all things considered"
X Link @JSE_Invest 2025-10-16T12:45Z 3971 followers, XX engagements
"On Bloomberg TV today: secular metals bull market 💛"
X Link @JSE_Invest 2025-10-16T14:08Z 3973 followers, 3491 engagements
"Adding Labat at 9c"
X Link @JSE_Invest 2025-10-16T14:23Z 3973 followers, 1133 engagements
"@Hoosain_91 24c (NAV)"
X Link @JSE_Invest 2025-10-16T19:15Z 3972 followers, XX engagements
"Right on time ;)"
X Link @JSE_Invest 2025-10-17T06:32Z 3974 followers, 1054 engagements
"Pulchritudinous indeed 😅"
X Link @JSE_Invest 2025-10-17T06:43Z 3974 followers, 1071 engagements
"Fear and greed are opposites but they are not enantiomorphic opposites. Both can exist in different places simultaneously"
X Link @JSE_Invest 2025-10-17T07:53Z 3973 followers, 2359 engagements
"Brent is flat $SSL Sasol down 7%. Who let the panicans back in"
X Link @JSE_Invest 2025-10-17T11:30Z 3974 followers, 2096 engagements
"#JSE4SI 4Sight trading update out: HEPS for the six-month period up yet another XX% to 6.75c/share. These guys are very likely on a P/E of 5x for the current financial year. Way too cheap for such a consistent grower. Adding"
X Link @JSE_Invest 2025-10-17T11:46Z 3973 followers, 3764 engagements
"Our small caps are just too cheap"
X Link @JSE_Invest 2025-10-17T11:57Z 3973 followers, 2946 engagements
"LABAT Results out and they reveal one thing: entirely different company. Gains were not primarily driven from fair value adjustments; rather a massive increase across the top and bottom lines. Surely you listened to me and read the announcements that gave this all away Anon"
X Link @JSE_Invest 2025-10-17T13:37Z 3975 followers, 2172 engagements
"Note the tax loss assets too"
X Link @JSE_Invest 2025-10-17T13:42Z 3972 followers, XXX engagements
"@FrancoisJonker1 Epic"
X Link @JSE_Invest 2025-10-17T13:57Z 3972 followers, XXX engagements
"Someone dumping though lol"
X Link @JSE_Invest 2025-10-17T14:13Z 3972 followers, XXX engagements
"Proper bloodbath in the miners today. Fair enough 😂"
X Link @JSE_Invest 2025-10-17T14:51Z 3975 followers, 3986 engagements
"@FrancoisJonker1 I think its the cash flow statement"
X Link @JSE_Invest 2025-10-17T15:00Z 3972 followers, XXX engagements
"@FrancoisJonker1 Which looks bad but makes sense - working capital build to support a now much (tech) larger book can see build in receivables and inventory post acquisition of Classic/Ahnamu"
X Link @JSE_Invest 2025-10-17T15:05Z 3972 followers, XXX engagements
"Positioning for 2026. My miners/resources stay untouched. Increasing positions in Bidvest Nedbank Truworths Woolies a few other SA Inc names (some small caps); I think 2026 we may see some rebalancing (less heavy commodities some buying back into SA Inc)"
X Link @JSE_Invest 2025-09-19T07:23Z 3975 followers, 2990 engagements
"$DEO $STZ $TAP All presenting generational buying opportunities. Gen Z here I enjoy a good beverage and so do all of my friends lol"
X Link @JSE_Invest 2025-10-01T12:27Z 3975 followers, 2543 engagements
"I asked a while ago why everyone thought Mondi looked cheap. After todays drop Im finally seeing it. From an earnings perspective Ive seen better deals even at the trough. But historically and based on book this name is now being punished more than it should in my view. Below book treated as unprotifable; Im having a nibble"
X Link @JSE_Invest 2025-10-06T08:39Z 3975 followers, 4407 engagements
"Slowly ticking up. To put things into perspective one needs to acknowledge how cheap this is from both income statement and balance sheet view. Just for the company to be trading on par with its net CURRENT assets (ignoring fixed assets entirely) we are in for a 2x. At that price (R10/share) you would still be buying the healthy operating company at 6x earnings (and thats on a low earnings year). Pretty insane how the JSE gives us these opportunities from time to time. Still risks of negative developments in imminent update but Im seeing a lot of potential here"
X Link @JSE_Invest 2025-10-09T07:32Z 3974 followers, 2869 engagements
"@Mercedarians Good call"
X Link @JSE_Invest 2025-10-12T09:56Z 3975 followers, XXX engagements
"Over the last two months Ive been building a position in a JSE-listed micro cap. Im almost at the right size. Results out within the next month. Will reveal name + rationale when complete"
X Link @JSE_Invest 2025-10-06T10:14Z 3975 followers, 14.8K engagements
"Ok so heres the stock Ive been building a position in: Calgro M3. It is now above XX% of my portfolio. The reasons I have bought it are relatively straightforward. First it is cheap. Very very cheap. The company has net working capital exceeding its market cap which effectively means you're getting the operating entity at negative cost. In fact the companys current assets net of total liabilities is 2x its market capitalization. Ignoring the balance sheet and looking just at the income statement it's still ridiculously cheap at 3x earnings and that is on their latest results which showed a"
X Link @JSE_Invest 2025-10-08T10:49Z 3975 followers, 16.9K engagements
"Opening small shorts on MTN Remgro Top40 as a hedge going into SA Inc updates next week + Aug 1st deadline. Not really fundamental (MTN maybe run a bit hard and Iran rumours heating up) mainly to hedge against near term risks"
X Link @JSE_Invest 2025-07-24T11:19Z 3975 followers, 5423 engagements
"Also opening tiny shorts in Northam Platinum as part of the hedge. PGMs run hard still have plenty of upside imo but could cool off a little and wouldnt hurt being hedged over next week or two imo. Northam too expensive anyway. $SBSW $VALT.L $THS.L remain undervalued"
X Link @JSE_Invest 2025-07-24T11:32Z 3975 followers, 10.8K engagements
"@anon_a_mouse1 Whats the reason"
X Link @JSE_Invest 2025-10-17T19:38Z 3975 followers, XX engagements
"Palladium on a tear $SBSW"
X Link @JSE_Invest 2025-10-06T18:44Z 3975 followers, 4092 engagements
"Were in a situation where the current administration has literally handicapped (and infiltrated cough Miren) the Fed eliminating and adjusting data points (manipulating Main St reality) and storming on a path toward rate cuts (good because real economy ex AI is suffering bad because inflation has not been adequately tamed) this could actually be worse than the 70s because the setting is not a battleground to fight these issues; it is a circus. It might take years (post-Trump) for the ramifications to hit but gold is telling us the truth"
X Link @JSE_Invest 2025-10-19T07:56Z 3975 followers, 1851 engagements
"Fiscal ai asking if there are any companies in the world with higher operating margins. And people think these guys are going to replace $FDS"
X Link @JSE_Invest 2025-10-19T08:05Z 3975 followers, 1590 engagements
/creator/twitter::1528365291524304897/posts