[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 $jsecmh, $jsecaa, asp, nasdaq the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1060114480804311040/interactions)  - X Week XXXXXX +52% - X Month XXXXXX -XX% - X Months XXXXXXX +6.20% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1060114480804311040/posts_active)  - X Week XXX -XX% - X Month XXX +348% - X Months XXX +122% - X Year XXX +24% ### Followers: XXXXXX [#](/creator/twitter::1060114480804311040/followers)  - X Week XXXXXX +0.11% - X Month XXXXXX +0.57% - X Months XXXXXX +3.60% - X Year XXXXXX +6.90% ### CreatorRank: XXXXXXX [#](/creator/twitter::1060114480804311040/influencer_rank)  ### Social Influence [#](/creator/twitter::1060114480804311040/influence) --- **Social category influence** [finance](/list/finance) XXXX% [exchanges](/list/exchanges) #1227 [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXX% [social networks](/list/social-networks) XXX% [technology brands](/list/technology-brands) XXX% [travel destinations](/list/travel-destinations) XXX% [stocks](/list/stocks) XXX% **Social topic influence** [$jsecmh](/topic/$jsecmh) 2.02%, [$jsecaa](/topic/$jsecaa) 0.91%, [asp](/topic/asp) #51, [nasdaq](/topic/nasdaq) #133, [$jseren](/topic/$jseren) #1, [dividend](/topic/dividend) 0.4%, [stocks](/topic/stocks) 0.4%, [ren](/topic/ren) #227, [surge](/topic/surge) 0.3%, [china](/topic/china) XXX% **Top accounts mentioned or mentioned by** [@financialmail](/creator/undefined) [@jsesens](/creator/undefined) [@jsegroup](/creator/undefined) [@bdlivesa](/creator/undefined) [@businesslivesa](/creator/undefined) [@metrofile](/creator/undefined) [@rclfoods](/creator/undefined) [@moneyweb](/creator/undefined) [@totalenergies](/creator/undefined) [@nasdaq](/creator/undefined) [@musteklimited](/creator/undefined) [@finmeup](/creator/undefined) [@higgovan](/creator/undefined) [@businessdaytv](/creator/undefined) [@renergenjhb](/creator/undefined) [@financeghost](/creator/undefined) [@kgbdl](/creator/undefined) [@capitalsigmaza](/creator/undefined) [@simonpb](/creator/undefined) [@youtube](/creator/undefined) ### Top Social Posts [#](/creator/twitter::1060114480804311040/posts) --- Top posts by engagements in the last XX hours "If anyone is wondering WHY there has been a surge in the $JSEREN @RenergenJHB share price the past XX hours . there was an investor update + presentation on the growth initiatives within @Nasdaq listed ASP Isotopes in the past XX hours. I will post the @youtube link The ASP share price trading at US$9.65 a share is +30.6% over the past 5-days Given the offer for #REN of X new ASP for every XXXXXXXX shares in REN the current offer (at R vs US$ spot) is R15.36 (so) the #REN share price trading at 1120 cents earlier this week . had played catch up with the move in the ASP share price"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1946142525246591366) 2025-07-18 09:38:30 UTC 21.8K followers, 5188 engagements "Market waking up to the prospects for the poultry sector with $JSEARL Astral Foods and $JSERBW Rainbow Chickens both having a nice trot latterly from unjustified lows . Lots of positives in the sector with wind on their backs as I've written for few months now Had a buy on both #ARL (16500 cents target 22000 cents) and #RBO c.350 cents with target XXX cents then XXX cents) in the past two months as the stocks were (crazily) sold off . when I saw different . they since rallied as chart - from lows - detail Chicken stocks are meant to be traded and not held in perpetuity as they are cyclical"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1927024327968321751) 2025-05-26 15:29:36 UTC 21.8K followers, 1974 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1947950097591161041) 2025-07-23 09:21:09 UTC 21.8K followers, XXX 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1830952843005616356) 2024-09-03 12:55:49 UTC 21.8K followers, 2204 engagements "Posted on @FinMeUp @HiggoVan my very latest update review on $JSECMH Combined Motor Holdings #CMH reported stellar FY23 the best in its history & a fat dividend But what is the current environment. I've had four meetings with #CMH and post my current stance"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1679521015032950785) 2023-07-13 15:59:48 UTC 21.8K followers, 4228 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1947183699046379959) 2025-07-21 06:35:45 UTC 21.8K followers, 2622 engagements "Three stocks I cover closely to pay dividends on January 27th $JSEART Argent Industrial H1 XX cents $JSERFG Rhodes Foods Group YE XXXXX cents $JSERLO Reunert YE XXX cents #RFG in a selection in my Top Stocks of 2025 #ART & #RLO were in my Top Stocks of 2024 selection and both did well +88.59% & +33.69% respectively I updated my views on both in a January 6th insto note #ART remains a buy as its PE rating remains fair despite the surge in 2024. However I cautioned FY2025 earnings growth may be muted due to weak local steel & SA market and much hinges on the vs R cross. #ART has strong offshore"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1882351016232034503) 2025-01-23 08:53:49 UTC 21.8K followers, 1344 engagements "New 52-week high from one of my sector fav's $JSECMH Combined Motor Holdings Despite it being at a high #CMH is still great value with good FY23 prospects One I'm sticking with"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1526581991063306240) 2022-05-17 15:14:43 UTC 21.8K followers, XX 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1946247264155869583) 2025-07-18 16:34:41 UTC 21.8K followers, 2657 engagements "The next time we have a drought or hot dry (no rain) period in Cape Town . I have the cure In fact I am prepared to rent out my services to any dry agricultural area in South Africa & temporarily re-locate the dog and I to give the locality rain It will ALWAYS rain . XXX% guaranteed WHEN I do laundry and then hang it out"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1945744553002012716) 2025-07-17 07:17:06 UTC 21.8K followers, 1681 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1907098476426441100) 2025-04-01 15:51:23 UTC 21.8K followers, 1570 engagements "YE2025 results were published by $JSECMH Combined Motor Holdings and they much in line with my assumptions and past comments Market expected weakness in new vehicle sales a given what hurt #CMH in the period was (again) a smaller competitor in car rental instigated a price battle to gain sector market share in the lucrative summer tourist season and ALL car rental companies saw AVR (average vehicle rental rates) cuts.this was the main swing in the YE25 #CMH results For the year #CMH Revenue +3.2% to R13251 million PBT -XXXX% to R408.2 million HEPS -XXXX% to XXXXX cents per share Due to #CMH"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1917255075656880376) 2025-04-29 16:30:05 UTC 21.8K followers, 2847 engagements "I had my regular interview today discussing three small caps that @BusinessDayTV asked me to review all have of which have a festive theme to them $JSECMH Combined Motor Holdings $JSECTH Citylodge $JSEPMR Premier Group"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1724512761051332752) 2023-11-14 19:40:56 UTC 21.8K followers, 2635 engagements "Free Article to Read Back in June when $JSECMH Combined Motor Holdings was 2660 cents & $JSEZZD Zeda was 1145 cents I wrote a special feature on both #CMH & #ZZD for June edition of @FinancialMail Investors Monthly I provide the link for anyone who wants to read that historic (unpublished) feature Due to constraints my article was not published though my narrative & recommendation back in June 2024 are as accurate as my opinion are today on both stocks Since that article #CMH +38.6% to 3687 cents #ZZD +26.2% to 1445 cents I've also had a LONG #CMH as a relative play to a SHORT on #MTH which"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1838099460938702960) 2024-09-23 06:13:56 UTC 21.8K followers, 2161 engagements "Something I track closely due to its high impact to $JSEAFT Afrimat & $JSEKIO Kumba Iron ore tumbles -XXXX% to US$92.93 its lowest level in a year reflecting growing concerns about Chinas troubled steel industry. Demand for steel in China the worlds biggest producer appears set to slip with the realization of terrible downstream steel demand-side fundamentals in China Fe62% down -XXXX% year-to-date in US$ and -XXXX% in Rand Thankfully #AFT has other divisional assets to soften the iron ore blow however remember XXXX% of #AFT YE2024 profits came from iron ore & they will be hit hard in H1 2024"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1831666817699299814) 2024-09-05 12:12:54 UTC 21.8K followers, 1465 engagements "Patiently waiting for my $JSECMH Combined Motor Holdings 240cps dividend to actually reflect in my @EasyEquities account Was paid yesterday. A rival account showed money hit overnight @EasyEquities seems to hang into MY money a bit longer before it reflects as available 😉"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1671523451348168704) 2023-06-21 14:20:20 UTC 21.8K followers, 4800 engagements "Kaching The 235cps $JSECMH Combined Motor Holdings final fat dividend just hit my L/T investment fund Happy days & there is still a year of positive earnings growth ahead for #CMH Next I await the $JSEOMN Omnia dividend lets see if my forecast is correct 😉"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1536307398234841088) 2022-06-13 11:20:01 UTC 21.8K followers, XX engagements "I don't cover duel-listed @LSEplc @JSE_Group technology company $JSEBYI Bytes Technology - they recently had a sharp share priced slump due to a profit warning issued ahead of its annual general meeting. The company cited a challenging macroeconomic environment and internal restructuring as reasons for lower-than-expected operating profit in the first half of fiscal 2026 I enclose for readers interest a comment from the UK financial magazine @IChronicle"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1945443836676931932) 2025-07-16 11:22:09 UTC 21.8K followers, 1082 engagements "$JSECMH Combined Motor Holdings H1 2023 results due Friday. No @JSE_SENS update I forecasted that #CMH due to environment would see HEPS decline -XX% for YE2024 Let's see how my scenario plays out Have hold on #CMH. Good biz well run fat cash & rock solid mag't"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1711716260029849928) 2023-10-10 12:12:13 UTC 21.8K followers, 8437 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1617511937733959681) 2023-01-23 13:17:52 UTC 21.8K followers, XX engagements "A glint of blue here & there on the #JSE given the brewing troubles yet again in the Middle East One bright spark continues to be $JSEBLU Blue Labels Telecoms which again hit a record 52-week high of R14.00 or Year-to-Date +136% I continue to see broker and analyst upgrades on this stock. One I follow but don't cover but I own p.a"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1937054880620835195) 2025-06-23 07:47:26 UTC 21.8K followers, 2552 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1935982311394197975) 2025-06-20 08:45:26 UTC 21.8K followers, 1377 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"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1848676759023063451) 2024-10-22 10:44:20 UTC 21.8K followers, 1641 engagements "Fantastic news for the country franchise holder of @Suzuki_ZA the @JSE_Group listed $JSECMH Combined Motor Holdings Group In the monthly NAAMSA new vehicle statistics @Suzuki_ZA is usually in solid No.3 sales spot"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1755948672213250163) 2024-02-09 13:36:02 UTC 21.8K followers, 3908 engagements "Thanks @BDliveSA @BusinessLiveSA @KGbdl for the copy & quotes on the interim results of $JSECMH Combined Motor Holdings"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1450841107634573322) 2021-10-20 15:07:30 UTC 21.8K followers, XX engagements "Competition Commission quickly approved the buy-out deal between @Nasdaq listed ASP Isotopes )they plan a secondary listing on @JSE_Group on conclusion of the deal) to buy-out $JSEREN @RenergenJHB Last admin hurdles will be getting the #REN lenders Standard Bank IFC and DFC to sign off and the usual SARB Otherwise timeline seems of #ASP closed at US$10.00 on @Nasdaq overnight which on the scrip buy-out ratio (at current R vs $ spot) = R15.82 per #REN with #REN closing on the #JSE at R15.20"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1948273527330591149) 2025-07-24 06:46:20 UTC 21.8K followers, 3257 engagements "As always a diverse list of current @JSE_Group top XX week high and lows"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1947234215575028160) 2025-07-21 09:56:29 UTC 21.8K followers, 1259 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1947548363395678567) 2025-07-22 06:44:48 UTC 21.8K followers, 1690 engagements "NAAMSA vehicle sales stats out Dec 2022 saw y-o-y growth of XXXX% Dec XX 41783 units sold +16.2% with XXXX% rise in new passenger cars $JSECMH well represented in top model sales. Suzuki still firm #3 with good growth in Haval now #8 I'd watch that #CMH Feb YE trading update"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1612488809135935503) 2023-01-09 16:37:45 UTC 21.8K followers, XX engagements "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 $JSEMST Mustek transaction The stock having risen +183% over 3-years has had a more modest +11% increase over the past XX months and YTD -X% Recent YE205 results reported HEPS 88.3cps = PE 8x NAV 703.5cps & year-end cash of R812.2m = 259cps For a reasonable growth stock with prospects - I have owned it myself since XXX cents & collected fat dividends - its ok priced at an 8x but the counter needs some growth uplifts / prospects to"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1947193184175472855) 2025-07-21 07:13:26 UTC 21.8K followers, 1307 engagements "$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](/creator/x/smalltalkdaily) on [X](/post/tweet/1947240002909250030) 2025-07-21 10:19:29 UTC 21.8K followers, 1698 engagements "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"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1572608834794815490) 2022-09-21 15:28:58 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1945025027444752572) 2025-07-15 07:37:58 UTC 21.8K followers, 1752 engagements "Two opinion updates just loaded & hit @FinMeUp @HiggoVan by @smalltalkdaily Update on $JSEKAL Kaap Agri (a sector fav of mine) as well as my note on $JSECMH Combined Motor Holdings - "King Fu Panda" (totally undervalued small cap gem)"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1551608610005950465) 2022-07-25 16:41:34 UTC 21.8K followers, XX 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1948057694482403512) 2025-07-23 16:28:42 UTC 21.8K followers, 2303 engagements "Well they meeting went well $JSECAA CA Sales"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1582344434846289920) 2022-10-18 12:14:46 UTC 21.8K followers, XX 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1939718736572809458) 2025-06-30 16:12:39 UTC 21.8K followers, 1501 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1948052576202604594) 2025-07-23 16:08:21 UTC 21.8K followers, 1686 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1604775759410860032) 2022-12-19 09:48:50 UTC 21.8K followers, XX engagements "Been a good week My @smalltalkdaily pension fund has received dividends from $JSEAFT Afrimat (146cps) $JSECMH Combined Motor Holdings (235cps) $JSEKAL Kaap Agri (46cps)"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1536732160903741441) 2022-06-14 15:27:52 UTC 21.8K followers, XX 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1947603080318509242) 2025-07-22 10:22:13 UTC 21.8K followers, 1477 engagements "@nickhedley As Ive tweeted with a FY2021 Covid019 base of HEPS -XXX% to 230.4cps $JSECMH Combined Motor Holdings that is smaller & nimbler with a great-positioned car rental biz should have a great period ahead H1 hit by riots but stronger 2H should have occurred with car sales & rentals"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1485890099929886724) 2022-01-25 08:19:40 UTC 21.8K followers, XX 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1929487537103413300) 2025-06-02 10:37:31 UTC 21.8K followers, XXX engagements "Market reacting (or) as I believe over-reacting to the H1 2024 trading update from $JSECMH Combined Motor Holdings #CMH -XXXX% to 3250 cents in above average daily trade - not that daily trade is every huge @R17m per day Company in a brief statement states its H1 guidance is for HEPS to be XX% t0 XX% lower to range of XXX cents to XXXXX cents per share #CMH much like $JSEMTH Motus & $JSESPG Super Group also issued weak updates on poor new vehicle sales data. How is market shocked at #CMH update Both #MTH & #SPGs hit on their trading updates but recovered as market woke up to prospects in"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1839638920239177773) 2024-09-27 12:11:12 UTC 21.8K followers, 1949 engagements "@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](/creator/x/smalltalkdaily) on [X](/post/tweet/1947278105845911887) 2025-07-21 12:50:53 UTC 21.8K followers, XXX 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1571813968225931264) 2022-09-19 10:50:27 UTC 21.8K followers, XX engagements "Nobody needs to panic at the -XXX% fall in $JSECMH Combined Motor Holdings today to R30.39 The R2.35 dividend was paid so gone ex-dividend that's all. Makes R3.35 for the year not too shabby = DY XXX% I see another fair year ahead with +ve HEPS growth & target is now R40.00"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1534480152083763200) 2022-06-08 10:19:12 UTC 21.8K followers, XX 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](/creator/x/smalltalkdaily) on [X](/post/tweet/1947545843197792491) 2025-07-22 06:34:47 UTC 21.8K followers, XXX engagements "This is good & ongoing news (known about this trend for months) with $JSECMH Combined Motor Holdings SO well who have Suzuki Havel & launching Proton brand backed by Geely #CMH one of my small cap star stocks to own ; still undervalued"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1531208891610046464) 2022-05-30 09:40:22 UTC 21.8K followers, XX engagements "A stock I've recommended for quite a while $JSECMH Combined Motor Holdings closed at 3160c Wrote on #CMH in last week's @FinancialMail Investors Monthly when it was 2849c ahead +11.0% since #CMH remains undervalued. I have a 3500c then 4000c target & have solid year ahead"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1532385978752634880) 2022-06-02 15:37:42 UTC 21.8K followers, XX engagements "@AnchorCapitalZA wrote a really interesting note this morning on what could emerge with the oil boom in Namibia as a "frontier market" for investors Coincidentally there was a piece in @FT on a similar thread on "Dutch Disease" where a country suddenly gets rich from natural resources and the economy back-fires from the riches. I enclose the scan. Dutch Disease seems prevalent in Africa where corruption and country tribalism/politics rears its ugly thieving head (Nigeria Gabon Equatorial Guinea and Angola to name a few. Will Namibia escape the Dutch Disease curse of natural resources in Africa"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1947187257922011223) 2025-07-21 06:49:53 UTC 21.8K followers, XXX engagements "$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](/creator/x/smalltalkdaily) on [X](/post/tweet/1902685152297336898) 2025-03-20 11:34:25 UTC 21.8K followers, 1255 engagements "Will upload today on @FinMeUp @HiggoVan my update opinion & narrative on small-cap gem $JSECMH Combined Motor Holdings entitled "Kung Fu Panda". you will understand the title when you read the note"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1551465892235583489) 2022-07-25 07:14:28 UTC 21.8K followers, XX engagements "Don't want to say "I told you so".but I did BOOM 2nd updated $JSECMH Combined Motor Holdings FY22 trading update INCREASED with HEPS now rising 110%-120% (483.8-506.9cps) from previous update (Feb 1st 70%-90% higher) FAT divi coming (they paid 225c FY21) PE 5.8x is cheap"  [@smalltalkdaily](/creator/x/smalltalkdaily) on [X](/post/tweet/1509475856649015296) 2022-03-31 10:21:03 UTC 21.8K followers, XX engagements
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@smalltalkdaily Smalltalkdaily Research
Smalltalkdaily Research posts on X about $jsecmh, $jsecaa, asp, nasdaq 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 +52%
- X Month XXXXXX -XX%
- X Months XXXXXXX +6.20%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XXX -XX%
- X Month XXX +348%
- X Months XXX +122%
- X Year XXX +24%
Followers: XXXXXX #
- X Week XXXXXX +0.11%
- X Month XXXXXX +0.57%
- X Months XXXXXX +3.60%
- X Year XXXXXX +6.90%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXX% exchanges #1227 countries XXXX% automotive brands XXX% social networks XXX% technology brands XXX% travel destinations XXX% stocks XXX%
Social topic influence $jsecmh 2.02%, $jsecaa 0.91%, asp #51, nasdaq #133, $jseren #1, dividend 0.4%, stocks 0.4%, ren #227, surge 0.3%, china XXX%
Top accounts mentioned or mentioned by @financialmail @jsesens @jsegroup @bdlivesa @businesslivesa @metrofile @rclfoods @moneyweb @totalenergies @nasdaq @musteklimited @finmeup @higgovan @businessdaytv @renergenjhb @financeghost @kgbdl @capitalsigmaza @simonpb @youtube
Top Social Posts #
Top posts by engagements in the last XX hours
"If anyone is wondering WHY there has been a surge in the $JSEREN @RenergenJHB share price the past XX hours . there was an investor update + presentation on the growth initiatives within @Nasdaq listed ASP Isotopes in the past XX hours. I will post the @youtube link The ASP share price trading at US$9.65 a share is +30.6% over the past 5-days Given the offer for #REN of X new ASP for every XXXXXXXX shares in REN the current offer (at R vs US$ spot) is R15.36 (so) the #REN share price trading at 1120 cents earlier this week . had played catch up with the move in the ASP share price"
@smalltalkdaily on X 2025-07-18 09:38:30 UTC 21.8K followers, 5188 engagements
"Market waking up to the prospects for the poultry sector with $JSEARL Astral Foods and $JSERBW Rainbow Chickens both having a nice trot latterly from unjustified lows . Lots of positives in the sector with wind on their backs as I've written for few months now Had a buy on both #ARL (16500 cents target 22000 cents) and #RBO c.350 cents with target XXX cents then XXX cents) in the past two months as the stocks were (crazily) sold off . when I saw different . they since rallied as chart - from lows - detail Chicken stocks are meant to be traded and not held in perpetuity as they are cyclical" @smalltalkdaily on X 2025-05-26 15:29:36 UTC 21.8K followers, 1974 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 on X 2025-07-23 09:21:09 UTC 21.8K followers, XXX 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 on X 2024-09-03 12:55:49 UTC 21.8K followers, 2204 engagements
"Posted on @FinMeUp @HiggoVan my very latest update review on $JSECMH Combined Motor Holdings #CMH reported stellar FY23 the best in its history & a fat dividend But what is the current environment. I've had four meetings with #CMH and post my current stance" @smalltalkdaily on X 2023-07-13 15:59:48 UTC 21.8K followers, 4228 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 on X 2025-07-21 06:35:45 UTC 21.8K followers, 2622 engagements
"Three stocks I cover closely to pay dividends on January 27th $JSEART Argent Industrial H1 XX cents $JSERFG Rhodes Foods Group YE XXXXX cents $JSERLO Reunert YE XXX cents #RFG in a selection in my Top Stocks of 2025 #ART & #RLO were in my Top Stocks of 2024 selection and both did well +88.59% & +33.69% respectively I updated my views on both in a January 6th insto note #ART remains a buy as its PE rating remains fair despite the surge in 2024. However I cautioned FY2025 earnings growth may be muted due to weak local steel & SA market and much hinges on the vs R cross. #ART has strong offshore" @smalltalkdaily on X 2025-01-23 08:53:49 UTC 21.8K followers, 1344 engagements
"New 52-week high from one of my sector fav's $JSECMH Combined Motor Holdings Despite it being at a high #CMH is still great value with good FY23 prospects One I'm sticking with" @smalltalkdaily on X 2022-05-17 15:14:43 UTC 21.8K followers, XX 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 on X 2025-07-18 16:34:41 UTC 21.8K followers, 2657 engagements
"The next time we have a drought or hot dry (no rain) period in Cape Town . I have the cure In fact I am prepared to rent out my services to any dry agricultural area in South Africa & temporarily re-locate the dog and I to give the locality rain It will ALWAYS rain . XXX% guaranteed WHEN I do laundry and then hang it out" @smalltalkdaily on X 2025-07-17 07:17:06 UTC 21.8K followers, 1681 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 on X 2025-04-01 15:51:23 UTC 21.8K followers, 1570 engagements
"YE2025 results were published by $JSECMH Combined Motor Holdings and they much in line with my assumptions and past comments Market expected weakness in new vehicle sales a given what hurt #CMH in the period was (again) a smaller competitor in car rental instigated a price battle to gain sector market share in the lucrative summer tourist season and ALL car rental companies saw AVR (average vehicle rental rates) cuts.this was the main swing in the YE25 #CMH results For the year #CMH Revenue +3.2% to R13251 million PBT -XXXX% to R408.2 million HEPS -XXXX% to XXXXX cents per share Due to #CMH" @smalltalkdaily on X 2025-04-29 16:30:05 UTC 21.8K followers, 2847 engagements
"I had my regular interview today discussing three small caps that @BusinessDayTV asked me to review all have of which have a festive theme to them $JSECMH Combined Motor Holdings $JSECTH Citylodge $JSEPMR Premier Group" @smalltalkdaily on X 2023-11-14 19:40:56 UTC 21.8K followers, 2635 engagements
"Free Article to Read Back in June when $JSECMH Combined Motor Holdings was 2660 cents & $JSEZZD Zeda was 1145 cents I wrote a special feature on both #CMH & #ZZD for June edition of @FinancialMail Investors Monthly I provide the link for anyone who wants to read that historic (unpublished) feature Due to constraints my article was not published though my narrative & recommendation back in June 2024 are as accurate as my opinion are today on both stocks Since that article #CMH +38.6% to 3687 cents #ZZD +26.2% to 1445 cents I've also had a LONG #CMH as a relative play to a SHORT on #MTH which" @smalltalkdaily on X 2024-09-23 06:13:56 UTC 21.8K followers, 2161 engagements
"Something I track closely due to its high impact to $JSEAFT Afrimat & $JSEKIO Kumba Iron ore tumbles -XXXX% to US$92.93 its lowest level in a year reflecting growing concerns about Chinas troubled steel industry. Demand for steel in China the worlds biggest producer appears set to slip with the realization of terrible downstream steel demand-side fundamentals in China Fe62% down -XXXX% year-to-date in US$ and -XXXX% in Rand Thankfully #AFT has other divisional assets to soften the iron ore blow however remember XXXX% of #AFT YE2024 profits came from iron ore & they will be hit hard in H1 2024" @smalltalkdaily on X 2024-09-05 12:12:54 UTC 21.8K followers, 1465 engagements
"Patiently waiting for my $JSECMH Combined Motor Holdings 240cps dividend to actually reflect in my @EasyEquities account Was paid yesterday. A rival account showed money hit overnight @EasyEquities seems to hang into MY money a bit longer before it reflects as available 😉" @smalltalkdaily on X 2023-06-21 14:20:20 UTC 21.8K followers, 4800 engagements
"Kaching The 235cps $JSECMH Combined Motor Holdings final fat dividend just hit my L/T investment fund Happy days & there is still a year of positive earnings growth ahead for #CMH Next I await the $JSEOMN Omnia dividend lets see if my forecast is correct 😉" @smalltalkdaily on X 2022-06-13 11:20:01 UTC 21.8K followers, XX engagements
"I don't cover duel-listed @LSEplc @JSE_Group technology company $JSEBYI Bytes Technology - they recently had a sharp share priced slump due to a profit warning issued ahead of its annual general meeting. The company cited a challenging macroeconomic environment and internal restructuring as reasons for lower-than-expected operating profit in the first half of fiscal 2026 I enclose for readers interest a comment from the UK financial magazine @IChronicle" @smalltalkdaily on X 2025-07-16 11:22:09 UTC 21.8K followers, 1082 engagements
"$JSECMH Combined Motor Holdings H1 2023 results due Friday. No @JSE_SENS update I forecasted that #CMH due to environment would see HEPS decline -XX% for YE2024 Let's see how my scenario plays out Have hold on #CMH. Good biz well run fat cash & rock solid mag't" @smalltalkdaily on X 2023-10-10 12:12:13 UTC 21.8K followers, 8437 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 on X 2023-01-23 13:17:52 UTC 21.8K followers, XX engagements
"A glint of blue here & there on the #JSE given the brewing troubles yet again in the Middle East One bright spark continues to be $JSEBLU Blue Labels Telecoms which again hit a record 52-week high of R14.00 or Year-to-Date +136% I continue to see broker and analyst upgrades on this stock. One I follow but don't cover but I own p.a" @smalltalkdaily on X 2025-06-23 07:47:26 UTC 21.8K followers, 2552 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 on X 2025-06-20 08:45:26 UTC 21.8K followers, 1377 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" @smalltalkdaily on X 2024-10-22 10:44:20 UTC 21.8K followers, 1641 engagements
"Fantastic news for the country franchise holder of @Suzuki_ZA the @JSE_Group listed $JSECMH Combined Motor Holdings Group In the monthly NAAMSA new vehicle statistics @Suzuki_ZA is usually in solid No.3 sales spot" @smalltalkdaily on X 2024-02-09 13:36:02 UTC 21.8K followers, 3908 engagements
"Thanks @BDliveSA @BusinessLiveSA @KGbdl for the copy & quotes on the interim results of $JSECMH Combined Motor Holdings" @smalltalkdaily on X 2021-10-20 15:07:30 UTC 21.8K followers, XX engagements
"Competition Commission quickly approved the buy-out deal between @Nasdaq listed ASP Isotopes )they plan a secondary listing on @JSE_Group on conclusion of the deal) to buy-out $JSEREN @RenergenJHB Last admin hurdles will be getting the #REN lenders Standard Bank IFC and DFC to sign off and the usual SARB Otherwise timeline seems of #ASP closed at US$10.00 on @Nasdaq overnight which on the scrip buy-out ratio (at current R vs $ spot) = R15.82 per #REN with #REN closing on the #JSE at R15.20" @smalltalkdaily on X 2025-07-24 06:46:20 UTC 21.8K followers, 3257 engagements
"As always a diverse list of current @JSE_Group top XX week high and lows" @smalltalkdaily on X 2025-07-21 09:56:29 UTC 21.8K followers, 1259 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 on X 2025-07-22 06:44:48 UTC 21.8K followers, 1690 engagements
"NAAMSA vehicle sales stats out Dec 2022 saw y-o-y growth of XXXX% Dec XX 41783 units sold +16.2% with XXXX% rise in new passenger cars $JSECMH well represented in top model sales. Suzuki still firm #3 with good growth in Haval now #8 I'd watch that #CMH Feb YE trading update" @smalltalkdaily on X 2023-01-09 16:37:45 UTC 21.8K followers, XX engagements
"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 $JSEMST Mustek transaction The stock having risen +183% over 3-years has had a more modest +11% increase over the past XX months and YTD -X% Recent YE205 results reported HEPS 88.3cps = PE 8x NAV 703.5cps & year-end cash of R812.2m = 259cps For a reasonable growth stock with prospects - I have owned it myself since XXX cents & collected fat dividends - its ok priced at an 8x but the counter needs some growth uplifts / prospects to" @smalltalkdaily on X 2025-07-21 07:13:26 UTC 21.8K followers, 1307 engagements
"$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 on X 2025-07-21 10:19:29 UTC 21.8K followers, 1698 engagements
"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" @smalltalkdaily on X 2022-09-21 15:28:58 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 on X 2025-07-15 07:37:58 UTC 21.8K followers, 1752 engagements
"Two opinion updates just loaded & hit @FinMeUp @HiggoVan by @smalltalkdaily Update on $JSEKAL Kaap Agri (a sector fav of mine) as well as my note on $JSECMH Combined Motor Holdings - "King Fu Panda" (totally undervalued small cap gem)" @smalltalkdaily on X 2022-07-25 16:41:34 UTC 21.8K followers, XX 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 on X 2025-07-23 16:28:42 UTC 21.8K followers, 2303 engagements
"Well they meeting went well $JSECAA CA Sales" @smalltalkdaily on X 2022-10-18 12:14:46 UTC 21.8K followers, XX 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 on X 2025-06-30 16:12:39 UTC 21.8K followers, 1501 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 on X 2025-07-23 16:08:21 UTC 21.8K followers, 1686 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 on X 2022-12-19 09:48:50 UTC 21.8K followers, XX engagements
"Been a good week My @smalltalkdaily pension fund has received dividends from $JSEAFT Afrimat (146cps) $JSECMH Combined Motor Holdings (235cps) $JSEKAL Kaap Agri (46cps)" @smalltalkdaily on X 2022-06-14 15:27:52 UTC 21.8K followers, XX 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 on X 2025-07-22 10:22:13 UTC 21.8K followers, 1477 engagements
"@nickhedley As Ive tweeted with a FY2021 Covid019 base of HEPS -XXX% to 230.4cps $JSECMH Combined Motor Holdings that is smaller & nimbler with a great-positioned car rental biz should have a great period ahead H1 hit by riots but stronger 2H should have occurred with car sales & rentals" @smalltalkdaily on X 2022-01-25 08:19:40 UTC 21.8K followers, XX 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 on X 2025-06-02 10:37:31 UTC 21.8K followers, XXX engagements
"Market reacting (or) as I believe over-reacting to the H1 2024 trading update from $JSECMH Combined Motor Holdings #CMH -XXXX% to 3250 cents in above average daily trade - not that daily trade is every huge @R17m per day Company in a brief statement states its H1 guidance is for HEPS to be XX% t0 XX% lower to range of XXX cents to XXXXX cents per share #CMH much like $JSEMTH Motus & $JSESPG Super Group also issued weak updates on poor new vehicle sales data. How is market shocked at #CMH update Both #MTH & #SPGs hit on their trading updates but recovered as market woke up to prospects in" @smalltalkdaily on X 2024-09-27 12:11:12 UTC 21.8K followers, 1949 engagements
"@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 on X 2025-07-21 12:50:53 UTC 21.8K followers, XXX 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 on X 2022-09-19 10:50:27 UTC 21.8K followers, XX engagements
"Nobody needs to panic at the -XXX% fall in $JSECMH Combined Motor Holdings today to R30.39 The R2.35 dividend was paid so gone ex-dividend that's all. Makes R3.35 for the year not too shabby = DY XXX% I see another fair year ahead with +ve HEPS growth & target is now R40.00" @smalltalkdaily on X 2022-06-08 10:19:12 UTC 21.8K followers, XX 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 on X 2025-07-22 06:34:47 UTC 21.8K followers, XXX engagements
"This is good & ongoing news (known about this trend for months) with $JSECMH Combined Motor Holdings SO well who have Suzuki Havel & launching Proton brand backed by Geely #CMH one of my small cap star stocks to own ; still undervalued" @smalltalkdaily on X 2022-05-30 09:40:22 UTC 21.8K followers, XX engagements
"A stock I've recommended for quite a while $JSECMH Combined Motor Holdings closed at 3160c Wrote on #CMH in last week's @FinancialMail Investors Monthly when it was 2849c ahead +11.0% since #CMH remains undervalued. I have a 3500c then 4000c target & have solid year ahead" @smalltalkdaily on X 2022-06-02 15:37:42 UTC 21.8K followers, XX engagements
"@AnchorCapitalZA wrote a really interesting note this morning on what could emerge with the oil boom in Namibia as a "frontier market" for investors Coincidentally there was a piece in @FT on a similar thread on "Dutch Disease" where a country suddenly gets rich from natural resources and the economy back-fires from the riches. I enclose the scan. Dutch Disease seems prevalent in Africa where corruption and country tribalism/politics rears its ugly thieving head (Nigeria Gabon Equatorial Guinea and Angola to name a few. Will Namibia escape the Dutch Disease curse of natural resources in Africa" @smalltalkdaily on X 2025-07-21 06:49:53 UTC 21.8K followers, XXX engagements
"$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 on X 2025-03-20 11:34:25 UTC 21.8K followers, 1255 engagements
"Will upload today on @FinMeUp @HiggoVan my update opinion & narrative on small-cap gem $JSECMH Combined Motor Holdings entitled "Kung Fu Panda". you will understand the title when you read the note" @smalltalkdaily on X 2022-07-25 07:14:28 UTC 21.8K followers, XX engagements
"Don't want to say "I told you so".but I did BOOM 2nd updated $JSECMH Combined Motor Holdings FY22 trading update INCREASED with HEPS now rising 110%-120% (483.8-506.9cps) from previous update (Feb 1st 70%-90% higher) FAT divi coming (they paid 225c FY21) PE 5.8x is cheap" @smalltalkdaily on X 2022-03-31 10:21:03 UTC 21.8K followers, XX engagements