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JSE Smallcap bets 2013


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#81 Shi

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Posted 20 November 2013 - 03:46 PM

Nice trading update from SCL

 

"basic earnings per share and headline earnings per share for the six months ended 31 August 2013 to be between 2.51 cents and 3.01 cents per share compared to a reported basic loss per share and headline loss per share of 1.64 cents and 2.63 cents respectively for the six months ended 31 August 2012."


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“One day Alice came to a fork in the road and saw a Cheshire cat in a tree. Which road do I take? she asked. Where do you want to go? was his response. I don't know, Alice answered. Then, said the cat, it doesn't matter.” - Lewis Carroll

#82 Procrastinator

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Posted 20 November 2013 - 01:58 PM

Horrific! I have a big holding in BSI, so the pain is excruciating :blink:


I feel your pain, I'm in at 66 cents, but not panicking, sales director for SA is out (on their website ) and their head of bulk sales has sold off some stock, (Shake up underway?) I see that their non executive director, one Mr Payne (appropriate name methinks) has bought about 2.5 bar worth of stock, he is the chair of audit committee so that would surely bode well for this one going forward.
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Where did those damn 10 baggers go?

#83 Queen B

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Posted 20 November 2013 - 01:28 PM

Unreal !! low of 56c this morning.

Horrific! I have a big holding in BSI, so the pain is excruciating :blink:


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#84 Shi

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Posted 20 November 2013 - 01:25 PM

Very strange with BSI

Results were brilliant and you would have expected some higher price action

This one is a mystery - I have taken a big hiding on this one

 

Unreal !! low of 56c this morning.


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“One day Alice came to a fork in the road and saw a Cheshire cat in a tree. Which road do I take? she asked. Where do you want to go? was his response. I don't know, Alice answered. Then, said the cat, it doesn't matter.” - Lewis Carroll

#85 michaessers

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Posted 19 November 2013 - 10:18 AM

Nice queen. I also like KEH. Think it will be a winner. good luck


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#86 Queen B

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Posted 18 November 2013 - 06:01 PM

KEH showing some good results!

Went long on KEH today. Got in @2.41. Good prospect with their results today


Salient Features
Continued good safety performance
R205 million cash generated from operations
R117 million gross profit compared to a gross loss of R38 million in the comparable period
HEPS up 192% from (21.1c) to 19.4c
R39 million debt repaid
70% increase in group revenue to R710 million
Net profit after tax of R42 million compared to a net loss after tax of R64 million for the comparable period
55% increase in Eskom sales to 1.1million tonnes
Commenced development of Pit 4 at Vanggatfontein
Acquisition of Xceed Resources Limited

PS: HOPE IT DOESNT DO A BSI ON ME AND PROVE WRONG. BSI HAD INCREDIBLE RESULTS TOO, BUT WENT BACKWARDS

Edited by Queen B, 18 November 2013 - 06:04 PM.

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#87 Goliath

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Posted 18 November 2013 - 02:15 PM

No don't sell be patient, Litha going through a consolidations phase after the acquisitions, they just have to sell a couple of those Da Vinci Machines!

Still have holding, just lowered it a bit as 20% of my portfolio was tied up it which is bit excessive.. lowered it to 10% and bought some more Attaq :D


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Never underestimate the potential for human stupidity when wealth and power are at stake!

#88 Mr.Balls

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Posted 18 November 2013 - 11:41 AM

No idea.. :huh:

 

What you guys think of Litha's results..? Decided to lower my holding as it just doesnt seem to get moving..

No don't sell be patient, Litha going through a consolidations phase after the acquisitions, they just have to sell a couple of those Da Vinci Machines!


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#89 Queen B

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Posted 18 November 2013 - 10:37 AM

Wow yeah...! Going great guns ATM
Everytime I think it's gonna stall for some healthy profit taking next day or so continues to march on up.
Still don't wanna sell this little beauty will go again on the next set of results, hence my comment 6mts early


I only wish I had got some more when I got in @1.70
Hindsight is a terrible word :-)
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#90 soutie

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Posted 18 November 2013 - 10:34 AM

Wow yeah...! Going great guns ATM

Everytime I think it's gonna stall for some healthy profit taking next day or so continues to march on up.

Still don't wanna sell this little beauty will go again on the next set of results, hence my comment 6mts early


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Anyone need a heads up...!


#91 Queen B

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Posted 18 November 2013 - 09:59 AM

WSL @ mid R2's
Can't be much of an appetite for scrip up here...? 6mts tooooo early me thinks.


WSL on steroids! Up over the 2.50 mark now
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#92 Queen B

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Posted 18 November 2013 - 09:46 AM

KEH showing some good results!
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#93 Goliath

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Posted 18 November 2013 - 08:32 AM

Whats up with ACT

Been on a downward trend this week

No idea.. :huh:

 

What you guys think of Litha's results..? Decided to lower my holding as it just doesnt seem to get moving..


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Never underestimate the potential for human stupidity when wealth and power are at stake!

#94 soutie

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Posted 15 November 2013 - 05:47 PM

Time to buy was the Xstrata swop thingy.

Game changer of note that was.


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Anyone need a heads up...!


#95 Queen B

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Posted 15 November 2013 - 05:45 PM

Whats up with ACT

Been on a downward trend this week


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#96 yusufm

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Posted 15 November 2013 - 05:38 PM

WSL @ mid R2's

Can't be much of an appetite for scrip up here...? 6mts tooooo early me thinks.

I should have bought when the trading statement came out. I did with BSS and KEH, don't know why I didn't with WSL


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#97 soutie

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Posted 15 November 2013 - 09:57 AM

WSL @ mid R2's

Can't be much of an appetite for scrip up here...? 6mts tooooo early me thinks.


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Anyone need a heads up...!


#98 Queen B

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Posted 15 November 2013 - 09:51 AM

At 240 already (albeit on small volume), got there much quicker than I thought. Wonder if there is anything else the market might know ...

Up to 245 now

Amazing stuff :)


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#99 Shi

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Posted 15 November 2013 - 09:28 AM

Macphail acquisition been approved by competition commission for WSL
This will hopefully drive the share price up a bit more :-)

 

At 240 already (albeit on small volume), got there much quicker than I thought. Wonder if there is anything else the market might know ...


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“One day Alice came to a fork in the road and saw a Cheshire cat in a tree. Which road do I take? she asked. Where do you want to go? was his response. I don't know, Alice answered. Then, said the cat, it doesn't matter.” - Lewis Carroll

#100 Shi

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Posted 15 November 2013 - 09:26 AM

Christo Wiese has bought a shitload of shares in Pallinghurst (PGL).  I've been looking at this share

for years.  A lot of big names behind this and nothing's happened. Yet.  Is this the signal?

 

Always promised much but hasn't delivered yet. I think it is still trading at a big discount to it's stated NAV.


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“One day Alice came to a fork in the road and saw a Cheshire cat in a tree. Which road do I take? she asked. Where do you want to go? was his response. I don't know, Alice answered. Then, said the cat, it doesn't matter.” - Lewis Carroll





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