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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 $jsecaa, $jsemst, $jsemth, $jsecmh the most. They currently have XXXXXX followers and 2926 posts still getting attention that total XXXXX engagements in the last XX hours.

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

- X Week XXXXXX +87%
- X Month XXXXXX -XX%
- X Months XXXXXXX +49%
- 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 XX -XX%
- X Month XXX +430%
- X Months XXX +290%
- X Year XXX +69%

### 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 +0.09%
- X Month XXXXXX +0.53%
- X Months XXXXXX +3.50%
- X Year XXXXXX +6.80%

### CreatorRank: XXXXXXX [#](/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)  [countries](/list/countries)  [exchanges](/list/exchanges)  [travel destinations](/list/travel-destinations)  [stocks](/list/stocks) 

**Social topic influence**
[$jsecaa](/topic/$jsecaa), [$jsemst](/topic/$jsemst), [$jsemth](/topic/$jsemth), [$jsecmh](/topic/$jsecmh), [$jsesbp](/topic/$jsesbp), [h1](/topic/h1), [$jseyrk](/topic/$jseyrk), [$jsegnd](/topic/$jsegnd), [$jseren](/topic/$jseren) #1, [nasdaq](/topic/nasdaq)
### Top Social Posts [#](/creator/twitter::1060114480804311040/posts)
---
Top posts by engagements in the last XX hours

"Date for the diary if anyone interested in small-cap tech gem $JSEMST Mustek H1 results webinar & link Thursday X March at 10.00am"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1496538444557922310) 2022-02-23 17:32:24 UTC 21.8K followers, XX engagements


"$JSEMTH Motus trading update out Investor webinar tomorrow @smalltalkdaily has a short #MTH long #CMH on for quite a while. Been the win. Year to date #MTH +1.12% vs #CMH XXXX% I'm sticking with #CMH far more upside from its dirt cheap PE rating"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1534796798803460096) 2022-06-09 07:17:26 UTC 21.8K followers, XX engagements


"$JSEYRK York Timber is now +39% in a week to another new 52-week high of XXX cents I've yet to ascertain what is going on.and I've been asking around However I'd suggest its market expectations that after a FAT HEPS loss of XX cents per share in FY2023 to June that the on-going restructuring and dragging the antiquated entity kicking & screaming into 2024 re: operating efficiency will move #YRK back into decent profit If I'm right they will thus have to issue a classic @JSE_Group trading update which should be more spit.than the past FY2023 sawdust The biological asset accounting & maturity"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1813535773750157725) 2024-07-17 11:26:36 UTC 21.8K followers, 1539 engagements


"$JSESBP Sabcap new 52-week low in tiny volume I'm aware of one individual seller (non institutional) who re-organising his portfolio. Vols to sell not huge (but) low trading in #SBP may just take longer to exit until it stabalises"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1702345914394787864) 2023-09-14 15:37:48 UTC 21.8K followers, 4647 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, 1648 engagements


"Fantastic trading update from $JSEMTH Motus Remember where MTH goes $JSECMH usually follows & my money is on #CMH given its lean mean operating structure & car rental leverage Dont say I didnt tell you when #CMH trading update comes out later in year (Aug interims)"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1561739164118355970) 2022-08-22 15:36:47 UTC 21.8K followers, XX engagements


"Wow my earrly morning tweet on $JSEMTH Motus trading update where I said I "prefer CMH" seems to have caught somebody's eye $JSECMH Combined Motor Holdings hit R29.99 +21.7% intra-day & now +6.85% to R24.49 I still think its worth R35.00 into 2022"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1430508722510573569) 2021-08-25 12:33:51 UTC 21.8K followers, XX 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, 1376 engagements


"China starts construction of worlds biggest hydropower dam in Tibet Iron ore prices pipped higher overnight on news that construction on the world's largest hydroelectric dam by China in Tibet has started Iron ore moved to a X month high US$97.84/ton = R1723 a ton is as below the start of the year iron ore price YTD iron ore is still basically flat (start of year US$98.33 a ton but at weaker rand = R1842/ton. Iron ore in Rand has weakened -XXX% YTD China announces it plans world's largest hydro-electric dam in Tibet that will demand X - 4x the quantum of steel than the already giant Three"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1947548363395678567) 2025-07-22 06:44:48 UTC 21.8K followers, 1661 engagements


"Did you see what happened to $JSEMST Mustek when an insto stopped their large (exit) selling As last sales mopped up the stagnant stock (full of prospects but held back due to one seller) . flew higher So it is with another on my radar screen. Aha Watch this space"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1492161221503725576) 2022-02-11 15:38:52 UTC 21.8K followers, XX engagements


"Put out a 6-page review of the H1 2023 $JSESBP Sabcap results on the day Friday 18th August Plan to have another detailed updated update out soonest now I have more colour to results & prospects Stock near 52-week low; I'm unfussed as I'm aware of the reasons & they will pass"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1694633016713150537) 2023-08-24 08:49:30 UTC 21.8K followers, 1908 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, XXX 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, 1418 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


"$JSEHCI Hosken Consolidated Investments has had an awful year & YTD as its (or was) biggest asset $JSETSG Tsogo Sun seemingly lost the plot & race as online gaming surged and hit is bricks & mortar business Then the oil assets within #HCI have also come off the boil despite solid positive updates and developments as disclosed by @TotalEnergies on the giant Venus exploration block. There was a very upbeat statement yesterday in @UpstreamOnline the oil blog The #HCI oil assets off the coast of South Africa (#HCI consolidated its interests in shuffings over Christmas) has also had the bunny"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1902685152297336898) 2025-03-20 11:34:25 UTC 21.8K followers, 1254 engagements


"$JSEYRK York Timbers R1.75 R250m rights issue details Fully subscribed & over-oversubscribed (positive) Given big Festive NPL trade (seems) IDC & BEE did not participate They get diluted from @41% to @28% & A2 Investments (given they bought NPLs) go from XX% to @30%; big +ve"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1612491026291384321) 2023-01-09 16:46:33 UTC 21.8K followers, 4988 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, 2597 engagements


"Happy see one of my Top X of 2023 doing pretty well Little followed @JSE_Group FMCG stock $JSECAA CA Sales was selected at XXX cents and is today at XXX cents (+16.4%) I had a target of XXX cents and I'm happy with #CAA progress to date"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1617511937733959681) 2023-01-23 13:17:52 UTC 21.8K followers, XX engagements


"Stock Ive been talking about for a while . written several notes on this stock for my instos & @FinancialMail which I see as a special situation $JSEMST Mustek Been an interesting week with huge block trading occurring Lets see if my #MST narrative transpires"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1814362021737189541) 2024-07-19 18:09:49 UTC 21.8K followers, 2256 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, 1435 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, 1501 engagements


"New 52-wk high for a stock I've recommended since 1325 cents in various publications over past XX months & its in my Top X of 2023 $JSEMST @MustekLimited at 1439 cents I had value to 1800 cents but see 2000 cents as attainable I chose it for a reason"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1647984792149938177) 2023-04-17 15:26:07 UTC 21.8K followers, XX engagements


"Think @smalltalkdaily has deserved his usual Friday lunch & reading period this week after producing 34-pages of original content via five update recommendation institutional notes on; Monday: $JSEMST Mustek (5-pages) Tuesday: $JSEAFT Afrimat (5-pages) Wednesday: $JSESBP Sabcap (10-pages) Thursday: $JSEOCE Oceana Holdings (4-pages) Friday: $JSECAA CA Sales (10-pages) Have a great sunny & safe weekend one & all I'm off to prep and work on next week's update small-to-mid cap batch"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1781265478528180622) 2024-04-19 10:15:59 UTC 21.8K followers, 1552 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, 2265 engagements


"Really good update lunch with $JSECAA CA & S CEO Duncan Lewis & CFO Frans Reichert for 1H50 at Vineyard Hotel given H1 2024 results on @JSE_SENS yesterday Aside from the All Blacks Rugby 🏉 team staying there & strolling around & the giant tortoises . the #CAA feedback was game worthy & continues my long-standing recommendation in the stock since XXX cents from October 2022 Today #CAA 1448 cents with my revised standing target 🎯 2000-cents"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1830952843005616356) 2024-09-03 12:55:49 UTC 21.8K followers, 2204 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, 2636 engagements


"Solid YE trading update from $JSEMTH Motus following the earlier $JSECMH CMH lead HEPS 50%-60% higher range 1770cps-1885cps YTD #MTH laggard +1.12% ps://www.moneyweb.co.za/mny_sens/motus-holdings-limited-trading-statement-and-operational-update/utm_source=Moneyweb via"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1534795644220604416) 2022-06-09 07:12:51 UTC 21.8K followers, XX engagements


"Unpacking live on Closing Bell on @cnbcafrica at 4.30pm the state of the small-to-mid cap market on the JSE year-to-date @smalltalkdaily view on the sector"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1944673315051712597) 2025-07-14 08:20:23 UTC 21.8K followers, XXX engagements


"Had a post results and prospects catch-up lunch in #CapeTown with management of one of my favourite stocks $JSECAA CA & Sales Another solid set of earnings with continuing growth expectations in their current and new East Africa region with their stated R20bn revenue target well on track #CAA a stock I recommended in October 2022 at XXX cents with every price target XXX cents 1150 cents 1400 cents met and exceeded with my long-standing target of 2000 cents remains Today #CAA closed at 1750 cents and is on a PE of 14.3x The easy money has been made but for a longer term growth orientated"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1907098476426441100) 2025-04-01 15:51:23 UTC 21.8K followers, 1570 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, 1244 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, 1696 engagements


"Having outperformed size queen rival $JSEMTH Motus for quite some time small-cap $JSECMH Combined Motor Holdings is now slipping back On a PE of 5.1x a solid cash flush balance sheet & growth prospects into FY2023 I'd not dismiss #CMH given its PE rating vs #MTH 7.5x"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1547930238637600768) 2022-07-15 13:05:02 UTC 21.8K followers, XX 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, 1733 engagements


"Well they meeting went well $JSECAA CA Sales"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1582344434846289920) 2022-10-18 12:14:46 UTC 21.8K followers, XX engagements


"Southern African FMCG small-cap $JSECAA CA & S getting the recognition it deserves & now at R6.30 Recommended #CAA in @FinancialMail Investors Monthly column in October 2022 at XXX cents Happy with +15.6% gain since. My target remains XXX cents Gem hidden away in full sight"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1604775759410860032) 2022-12-19 09:48:50 UTC 21.8K followers, XX engagements


"My IFA just reported (given my guidance) that given the unbundling from $JSEPSG PSG Group my various pension funds have; SOLD: PSG Konsult & some (overweight Curro) Re-invested all cash proceeds BOUGHT: More $JSEKAL Kaap Agri $JSESDO Stadio $JSECAA CA & S"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1571813968225931264) 2022-09-19 10:50:27 UTC 21.8K followers, XX engagements


"@AnchorCapitalZA wrote a really interesting note this morning on what could emerge with the oil boom in Namibia as a "frontier market" for investors Coincidentally there was a piece in @FT on a similar thread on "Dutch Disease" where a country suddenly gets rich from natural resources and the economy back-fires from the riches. I enclose the scan. Dutch Disease seems prevalent in Africa where corruption and country tribalism/politics rears its ugly thieving head (Nigeria Gabon Equatorial Guinea and Angola to name a few. Will Namibia escape the Dutch Disease curse of natural resources in Africa"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1947187257922011223) 2025-07-21 06:49:53 UTC 21.8K followers, XXX engagements


"@chrisreddy777_ Could this be linked to the committee bill going through the motions from #Trump supporters looking to punish for its unfriendly demeanour towards and its support & alignment to hostile nations"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1947950097591161041) 2025-07-23 09:21:09 UTC 21.8K followers, XXX engagements


"$JSEMTH Motus hits a new 52-week high of R132.00 +2.54% as market laude's recent results. But let's not forget smaller sector competitor $JSECMH Combined Motor Holdings As I keep saying if #MTH is doing well so MUST #CMH At R28.21 on a historic PE of 5.6x #CMH is a steal Watch"  
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"Read this tragic @JSE_SENS with disbelief & shock to the passing of $JSEMST @MustekLimited CEO David Kan Known David for many years fit active & a dynamo of a businessman My absolute condolences to #MST at his loss & to his dear family Rest in Peace David you will be missed"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1527552341414756353) 2022-05-20 07:30:33 UTC 21.8K followers, XX engagements


"I don't cover duel-listed @LSEplc @JSE_Group technology company $JSEBYI Bytes Technology - they recently had a sharp share priced slump due to a profit warning issued ahead of its annual general meeting. The company cited a challenging macroeconomic environment and internal restructuring as reasons for lower-than-expected operating profit in the first half of fiscal 2026 I enclose for readers interest a comment from the UK financial magazine @IChronicle"  
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"$JSEMST Mustek founder & CEO increases stage to XX% Stock Ive recommended since Nov XX at R13.00 with high potential for buy-out & delisting Dont say I didnt bring this to your attention way back"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1489619969352548357) 2022-02-04 15:20:51 UTC 21.8K followers, XX engagements


"Since @smalltalkdaily issued my first BUY recommendation on $JSECAA CA & Sales in October 2022 at XXX cents every price target I have set has been made & exceeded XXX cents 1150 cents & 1400 cents. My standing target since May 2024 on #CAA is 2000-cents Today #CAA hits a new 52-week high of 1548 cents"  
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"55 cent dividend paid today from $JSENVS Novus Holdings and despite the payment the company still sits on hordes of cash - though some will be utilsied for the $JSEMST Mustek transaction The stock having risen +183% over 3-years has had a more modest +11% increase over the past XX months and YTD -X% Recent YE205 results reported HEPS 88.3cps = PE 8x NAV 703.5cps & year-end cash of R812.2m = 259cps For a reasonable growth stock with prospects - I have owned it myself since XXX cents & collected fat dividends - its ok priced at an 8x but the counter needs some growth uplifts / prospects to"  
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"The market has totally lost interest in fishing stock $JSEOCE Oceana as it hits a new intra-day 52-week low Concerns on its US fish meal and fish oil business Daybrook weight overshadowing how well its local unit & Lucky is performing Globally fish meal and oil priced have been pummeled as global super power Peru re-entered the market after a period of weak catch and production disruption. Priced of both have fallen sharply Daybrook understandably made fantastic super profits in this non-Peru supply period but normalisation of supply is now seeing Daybrook return to norms & the market does"  
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"Massive trading in Southern African FMCG small-cap $JSECAA CA & S that was unbundled from $JSEPSG PSG Group From the recent days when it was trading a handful of shares a day to today 7728273 as investors react to unbundling and re-position It's a sold biz & I've bought stock"  
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"$JSEMTH Motus investor day; Country's largest motor retailer 'We believe adoption of EV is South Africa will be (slow) but when it comes there will be a need to shift skill-set especially in work-shop & parts biz'"  
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"@HowardFeldman @MYANC Where is the pot holed 🕳 road to make it an #ANC municipality grand slam f#*k-up If your going to the the job well . which they truly are"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1947278105845911887) 2025-07-21 12:50:53 UTC 21.8K followers, XXX engagements


"Sitting at the excellent Gaansbaai Coffee Shop iPad in hand writing a thematic piece on agricultural diversification winners & losers alongside my view on domestic timber sector @TWK_Agri & $JSEYRK York Timbers I may be on leave but I cant keep my fingers idle"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1610565406300807168) 2023-01-04 09:14:50 UTC 21.8K followers, 2869 engagements


"Reason behind the rally in iron ore & coking coke overnight to a X month high US$97.84/ton = R1723 a ton is as below YTD iron ore is still basically flat (start of year US$98.33 a ton but at weaker rand = R1842/ton. Iron ore in Rand has weakened -XXX% YTD China announces it plans world's largest hydro-electric dam in Tibet that will demand X - 4x the quantum of steel than the already giant Three Gorges dam (22000Mw) The mega-project in the foothills of the Himalayas will include five hydropower stations on the river which is also known as the Brahmaputra further downstream in India and the"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1947545843197792491) 2025-07-22 06:34:47 UTC 21.8K followers, XXX engagements


"One of my recent winners continuing to move higher $JSECMH Combined Motor Holdings continuing to outperform larger rival $JSEMTH (despite an already priced in bumper trading update) CMH today +4.2% to R22.45 As I've written "it has R30.00 all over it" MIMIMUM"  
![@smalltalkdaily Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1060114480804311040.png) [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1403054079241297933) 2021-06-10 18:18:54 UTC 21.8K followers, XX engagements