7058 replies to this topic

[Ninja]

$40 increase in gold price yet GFI is unchanged???

[Moonraker]

Ja well..as I said...as surely as the sun will rise, so will SAB..

They say there are 2 certainties in life, death and taxes...I believe we should add beer

 

SABMiller Restores Volume Growth Amid Improvement in Europe


 

SABMiller’s performance was stronger than analysts anticipated as sales declined at a slower pace in Europe and North America and the brewer steered clear of the emerging-market slowdown that has affected consumer-goods companies including Unilever and Danone. Liquor makers Diageo Plc (DGE) and Remy Cointreau SA (RCO) today posted revenue that missed estimates as growth in developing regions was weaker than predicted.

“SAB has defied the more extreme emerging-market skeptics,” Eddy Hargreaves, an analyst at Canaccord Genuity in London, said in a note. “Improved execution, especially in South Africa, and new launch activity in a number of regions drove the quarter’s performance.”

[CJV002]

and as per Reuters: Vodacom Group Ltd <VODJ.J>: Barclays cuts price target to 115 rand from 119 rand; rating underweight

[CJV002]

Also went long SAB yesterday at 479.  One of the very few times i reacted on a PSG tip, they are wrong 9/10 times but the graphs made sense...  whats the target on this one?  520?

[Aragorn]

Think it's tecent- Chinese markets down...

Mmm - Tencent down slightly, only 0.28%. Asian Markets also only slightly down. In my mind this doesn't translate to the >2% drop experienced by NPN today.

[HendrikB]

Make sure you don't kick yourself gain for missing VOD

 

Thanks boss.  I'm long VOD and Merafe Resources.

[UpAnDdOwN]

Think it's tecent- Chinese markets down...

[Aragorn]

Naspers to 1000 tomorrow

 

NPN - Anyone got any idea on the >2% dip so far today?

[AR88]

Make sure you don't kick yourself gain for missing VOD

Why you thinking Vod?

[Sunesis]

People drink and smoke,

 

I think a long on BAT will be good

 

BAT will be reporting results soon

[Sunesis]

kicking myself for missing out on SAB.

Make sure you don't kick yourself gain for missing VOD

[Sunesis]

Ja well..as I said...as surely as the sun will rise, so will SAB..

They say there are 2 certainties in life, death and taxes...I believe we should add beer

Well said. Beer is a Safe heaven

[OceanWalz]

would new longs not offer better entry on possible profit taking Friday, esp if the S&P500 tonite show winners are cashing in the roulette chips for now ? any comments

[AR88]

small entry long ABL 17.25

Also going to get in there today

[delta66]

small entry long ABL 17.25

[gamma]

What's with SAB, up over 4% on LSE and JSE. Was the trading update this morning that good ??

 

 

Ja well..as I said...as surely as the sun will rise, so will SAB..

They say there are 2 certainties in life, death and taxes...I believe we should add beer

[HendrikB]

kicking myself for missing out on SAB.

[Moonraker]

What's with SAB, up over 4% on LSE and JSE. Was the trading update this morning that good ??

[delta66]

yep..in on SGL at 1263 TP 1463, still thinking about VOD just off their intra low 114.00

[Sunesis]

Sibanye Gold is resilient.

 

It goes up when the gold price is going down.

I wonder how high it will go when the gold price starts shooting up.

 

Its a very hot gold stock now.

 

Tongaat Hullet- BUY

Vodacom- BUY