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JSE Smallcap bets 2013


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#241 Goliath

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Posted 11 June 2013 - 08:01 AM

maybe wait to hear from others on afrocentric. as I said I know nothing about it.

 

Also, if you do by mix be careful when setting you limit orders given the liquidity issue. But as interest is quite high at the moment you should have no prob in the next couple days.

Will do!


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#242 gamma

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Posted 10 June 2013 - 10:58 PM

Yep had a look, and also really favouring this one due to annuity stream these guys are making plus the possibility of going to South America.. Hmm,think you convinced me Gamma,ill add some more in next day or 2!

maybe wait to hear from others on afrocentric. as I said I know nothing about it.

 

Also, if you do by mix be careful when setting you limit orders given the liquidity issue. But as interest is quite high at the moment you should have no prob in the next couple days.


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#243 Goliath

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Posted 10 June 2013 - 10:52 PM

Yep had a look, and also really favouring this one due to annuity stream these guys are making plus the possibility of going to South America.. Hmm,think you convinced me Gamma,ill add some more in next day or 2!
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#244 gamma

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Posted 10 June 2013 - 10:46 PM

Want to add to Mix or Afrocentric,but which one to go with? Mix = great results, but will they keep this up? Afro = Medscheme a gem and given they bought from Allan Gray their medical wing and they trading at nice level to buy currently.. Hmm, thoughts guys?

 

I don't know anything about Afrocentric but as you know I'm a big fan of MIX. Did you watch the interview? I posted the link in the MIX thread. They are still only busy laying down their organizational infrastructure across the globe so the real growth has not materialized yet. Once these regions start pumping, their earnings will rocket, and the stock will soar. Its a question of time in my opinion..

Plus they are looking at acquisitions, they have no debt to speak of and they generate oodles of cash as a result of their annuity streams, which is now 60%+

I'm also expecting an FX bump to their next set of results.

 

I just wish the liquidity would improve. Very irritating...


Edited by gamma, 10 June 2013 - 10:47 PM.

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#245 Goliath

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Posted 10 June 2013 - 09:13 PM

Want to add to Mix or Afrocentric,but which one to go with? Mix = great results, but will they keep this up? Afro = Medscheme a gem and given they bought from Allan Gray their medical wing and they trading at nice level to buy currently.. Hmm, thoughts guys?
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#246 gamma

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Posted 05 June 2013 - 05:31 PM

not sure gamma, at one stage i was interested in them but their liquidity is a issue so have decided to look elsewhere.  would consider them at a bargain price from 2.20-2.40 range but even then the capital amount would be very conservative(no more than 20K)

 

you right though..the liquidity is a joke..


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Do not try and bend the market. That's impossible. Instead... only try to realize the truth. Then you'll see, that it is not the market that bends, it is only yourself.

#247 gamma

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Posted 05 June 2013 - 05:27 PM

not sure gamma, at one stage i was interested in them but their liquidity is a issue so have decided to look elsewhere.  would consider them at a bargain price from 2.20-2.40 range but even then the capital amount would be very conservative(no more than 20K)

 

actually thats exactly what i did recently. very speculative. down 16% in a couple weeks.. unless there's some reason to sell I think I'll just let it ride


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Do not try and bend the market. That's impossible. Instead... only try to realize the truth. Then you'll see, that it is not the market that bends, it is only yourself.

#248 delta66

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Posted 05 June 2013 - 05:15 PM

not sure gamma, at one stage i was interested in them but their liquidity is a issue so have decided to look elsewhere.  would consider them at a bargain price from 2.20-2.40 range but even then the capital amount would be very conservative(no more than 20K)


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#249 gamma

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Posted 05 June 2013 - 05:13 PM

Must be Perreby offloding his millions  :)  :D  :lol:  :P

 

:D


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Do not try and bend the market. That's impossible. Instead... only try to realize the truth. Then you'll see, that it is not the market that bends, it is only yourself.

#250 HDB

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Posted 05 June 2013 - 05:10 PM

what pushing OLG down?

 

Must be Perreby offloding his millions  :)  :D  :lol:  :P


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#251 gamma

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Posted 05 June 2013 - 04:58 PM

OLG took a punch today, down -11.7%  waiting for it to break 2.00 and i might pick up some

 

what pushing OLG down?


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#252 Goliath

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Posted 05 June 2013 - 01:59 PM

I'll hang a bit tight still on ACT.. hopefully the Allan Gray deal might sweeten this share some more!


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#253 delta66

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Posted 05 June 2013 - 12:30 PM

exited ACT at 440..added to CCO


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#254 delta66

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Posted 30 May 2013 - 02:30 PM

OLG took a punch today, down -11.7%  waiting for it to break 2.00 and i might pick up some


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“melior diabolus quem scies”


#255 suave-chap

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Posted 29 May 2013 - 08:34 PM

Racec rebound looking hot...

[RAC]


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#256 Barny

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Posted 07 May 2013 - 06:13 PM

Good results, yet not much excitement on Calgro M3 today. Do you think the market was expecting more? Hard to imagine.

 

I do like, considering a go here.


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#257 gamma

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Posted 06 May 2013 - 11:22 PM

Calgro M3 released a nice SENS today, can't wait to have a look at the coming financials.. Seeing this one going to the R7 range before year-end I'd say!

Agree Goliath.

 

Been going sideways for 6 months so about time for a move. Results should be out this week or next. 


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Do not try and bend the market. That's impossible. Instead... only try to realize the truth. Then you'll see, that it is not the market that bends, it is only yourself.

#258 Goliath

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Posted 06 May 2013 - 11:09 PM

Calgro M3 released a nice SENS today, can't wait to have a look at the coming financials.. Seeing this one going to the R7 range before year-end I'd say!
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#259 HDB

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Posted 19 April 2013 - 03:08 PM

Was just kidding...don't own it!! SPG is my stock of choice!!

 

Why sell at R1.80 when you can sell today at R2.80 (assuming a typo) :D


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HDB

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#260 Perreby

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Posted 19 April 2013 - 03:05 PM

Sorry bro. I got some to sell and best I can do is R1.80 :lol:  :D

 

Why sell at R1.80 when you can sell today at R2.80 (assuming a typo) :D


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