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Today's CFD Call


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#41 soutie

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Posted 12 April 2016 - 02:45 PM

Turn-around Tuesday..... :D :D :D .......What a F#ckin' pleasure....Will look to close some on this rally.


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#42 soutie

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Posted 08 April 2016 - 06:18 PM

Oakbay Resources SENS today saying their last remaining banking partner in SA has handed them notice of termination & Standard Bank up 4% at one stage.

Wonder who the bank was...? Will it be in The New Age....?

Surely you're not allowed to operate without a local banking partner...What about SARS for 1 employee wages..? UIF, PAYE Ooooooh the list goes on....Where's Jacob when you need him...? 


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#43 Bits

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Posted 18 March 2016 - 08:22 AM

Automated stop re-activated.

 

Phew I boring myself here.  Bye

Me not bored yet, don't go, oh baby please don't go  :ph34r: (There's a tune in there somewhere)


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#44 soutie

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Posted 17 March 2016 - 12:48 PM

Automated stop re-activated.

 

Phew I boring myself here.  Bye


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#45 soutie

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Posted 17 March 2016 - 09:17 AM

Have cancelled stop while this FED induced rally plays out. RE: Kumba short


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#46 soutie

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Posted 16 March 2016 - 03:55 PM

1st wave of stops took out already.....Denial setting in soon.....Then anger & finally panic & capitulation.....

All set to the Jaws sound track..... :D

Nearly there, this little bout of resistance will fade before the day's out.


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#47 soutie

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Posted 16 March 2016 - 12:23 PM

1st wave of stops took out already.....Denial setting in soon.....Then anger & finally panic & capitulation.....

All set to the Jaws sound track..... :D 


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#48 soutie

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Posted 15 March 2016 - 05:25 PM

Looking at 3mths ago Kumba was trading in the early R100's....So this latest jump will reduce the flushed cheeks of fund managers come close out. My guess early R70's by close of business this week. Have some ammunition should it pop to the upside but Hhmmm me doubts it.


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#49 soutie

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Posted 15 March 2016 - 10:16 AM

Short Kumba...Sorry from R94...Just in case peops are keeping watch.... :ph34r:

Nicely in the green now, moved stop & locked in small profit.

Futures close out on Thursday then the drop will accelerate me thinks.


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#50 soutie

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Posted 11 March 2016 - 02:44 PM

Thanks for the heads up Derivative....I is not worried now....It was when trading in the mid R8's got me all nervous & sh#t


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#51 Derivative

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Posted 11 March 2016 - 12:47 PM

Yeah Grindrod WTF....! Please Please Please anyone out there got any idea as to why...?????? Huge seller & still dumping.

 

Dry bulk shipping fundamentals are against the company, maybe a shipping supply side adjustment rather than demand recovery. Freight rates are still low and averaging weak levels. Tanker rates may be top heavy, fuel stock levels elevated.. But the Financial Services business 55% EBIT margins are really reasonable. Stock is trading a 50% discount to NAV (R24.50). But dry bulk market conditions expected to remain weak medium term and 1.5x Capesize contracts may need to be renewed at weak spot levels. In my opinion, it seems like the stock is priced right at this stage at 50% discount to NAV. I'm conservative at ~R9.30, this spike may be short lived speculation on iron ore, gradual Chinese restocking, and short squeeze. There could be also be potential views on marginal recovery in 2017.


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#52 soutie

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Posted 10 March 2016 - 04:28 PM

Short Kumba...Sorry from R94...Just in case peops are keeping watch.... :ph34r:


Edited by soutie, 10 March 2016 - 04:32 PM.

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#53 soutie

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Posted 08 March 2016 - 04:20 PM

Again Re: ARI some really large bid volumes being placed & met  I may add....If this pops to the upside then again some peops gonna be caught shorties.....


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#54 soutie

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Posted 07 March 2016 - 03:35 PM

FFFffft......There's your position closed for you..thanks for your business...do call again soon.


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#55 soutie

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Posted 07 March 2016 - 03:32 PM

Someone caught with their pants down Re: ARI.....gone into auction mode......never a good sign if you're on the wrong side.


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#56 soutie

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Posted 02 March 2016 - 12:51 PM

any thoughts on DSY?

 

For what short.....long....become a member...?  :P


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#57 REDorBLACK

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Posted 02 March 2016 - 11:57 AM

any thoughts on DSY?


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#58 soutie

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Posted 01 March 2016 - 02:39 PM

Not 1 I follow.....But last years capital raise in the R240's was about R?billion.(Not sure) will leave not too much downside left at these levels so my take yeah...Pretty safe entry but could be a "boring" hold given the volatility that's around these days.

Keep us informed....or this thread will die.... :D


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#59 The Stig

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Posted 01 March 2016 - 12:41 PM

What do guys think about a stab at PSG? Trading at 12.5% discount to NAV (traded at a premium for most of 2015). I like Capitec and PSG Konsult, don't see much downside risk on Curro and Zeder. Thoughts? Timing?


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#60 delta66

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Posted 26 February 2016 - 07:04 PM

hello guys..regulars still posting i c.  hope you all well.


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