97 replies to this topic

[Snippit]

Shoprite has a prospective, apparent blow off. Maybe it is leading the inevitable.

 

 

The Silencing of the Lambs..

https://doctors4covi...lawsuits-mount/

 

[Sleepwa123]

Haha I am in my index funds 😜

[new john]

Come on. Surely I’m not the ONLY one making cash here.

[new john]

White walkers on the other side of the 200 wall

[new john]

Beautiful SENS released yesterday.

Anton de Bruyn (CFO) putting money on the line to indicate where this share price is going.

Those buys at 100-120 are looking reeeeaaaaal good right about now.

[new john]

Quote from presentations 'Group Outlook' 

 

"The Group is on an exciting growth path which we are executing with razor sharp focus. Despite the difficult start to 2022 we foresee a plethora of opportunities ahead for our businesses, both individually and collectively, as we build out and leverage the vast retail ecosystem that our brands and physical and digital presence combined represent."

 

When last did you read something so positive in RSA?? 

[new john]

All that’s left here to do is some guidance on Africa.
Self inflicted wounds have healed.
SA Retail is showing good signs of recovery across the players.
Managed to time a buy at 11510 literally minutes before SENS released.

 

Over a year ago I posted this... 

 

SHP truly is the Goose that keeps laying the Golden Eggs. 

 

Africa - will soon be a distant memory. Bring on SA retail dominance. With the recent acquisition of MassMarts failing units, SHP has gone and bolstered its buying power. 

 

Look out for a Shoprite Wholesaler new you. 

 

https://www.shoprite...NS-20210907.pdf

[RBM]

TRADER's Goal break down tracker - perfect for setting, tracking & achieving TRADING goals! 

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[Leadingedge]

Hope you got in cos we’ve just hit 160

 

I got distracted unfortunately, missed this one and the amazing run SSW had yesterday...both were n my target list. Not proud of myself. 

[new john]

Looks like a few people may have cashed in on the run this morning, I may jump on board when she hits bottom.

Hope you got in cos we’ve just hit 160

[Leadingedge]

Looks like a few people may have cashed in on the run this morning, I may jump on board when she hits bottom.

[new john]

52W ATH blown through

[new john]

http://www.profileda...cialResults.pdf

[new john]

http://www.profileda...803_S434176.pdf

[new john]

Retreating from Africa. Praise management.

[soutie]

Gone into auction mode....Someone getting squeeeeeeeeeeeeeeeeezzzed to F"

[soutie]

Need some volume now to really confirm this reversal & a breach/test & hold of the R123 area. Then we can grind our way higher in the coming months.

[Midas1]

Shoprite write up..
Shoprite (Buy, TP – R140.00): David Smith & Thapelo Mokonyane state that Shoprite delivered a very strong 1H20 sales performance from off a very weak base last year. Even factoring in the weak base, the core RSA Supermarkets business delivered a 2 year CAGR in revenue of ~6.5%. While Africa and Furniture sales remain weak, this is in line with our expectations, particularly post the recent work we did on the SA consumer.
While we are ~10% behind consensus for FY12 EPS, we still see value at current levels and SHP is the only stock we have a Buy on in the food space.

[Midas1]

Nice, I noticed up swing..

[soutie]

Nicely done John....I jumped in a little earlier in the R119's

Not un-happy with today's guidance.

Anywhere down here's a bargain me thinks....3yr outlook/hold.

Cheers.