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JSE Smallcap bets 2013


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#101 Mr.Balls

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Posted 14 November 2013 - 02:48 PM

fgl headline earnings for the past 3  6 month periods were 1.9c , 1.2c and 2.3c and is on a pe of 100

 

They are getting a lot of fixed deposits which they pay 10% interest on, so the cash balance gets driven up but how are they going to pay that kind of interest? Through unsecured lending? Don't know if the unsecured lending environment is a good bet at the moment, and a P/E of 100 is a bit rediculous


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#102 Queen B

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Posted 14 November 2013 - 02:44 PM

Some big volumes going through on AFT this afternoon


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#103 HendrikB

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Posted 14 November 2013 - 02:40 PM

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?


Edited by HendrikB, 14 November 2013 - 02:41 PM.

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#104 peanuts

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Posted 14 November 2013 - 01:39 PM

fgl headline earnings for the past 3  6 month periods were 1.9c , 1.2c and 2.3c and is on a pe of 100


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#105 yusufm

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Posted 14 November 2013 - 11:59 AM

 

don't worry, I'm holding out. If the company is generating a profit and their financial statements look good (I've looked at every single one of their ratios and each and every one has improved from last year. And they have a positive cash flow). In my opinion it will eventually go up, I'm sure of that   ;)

 

Anyone have views on KEH? Released a trading statement an hour ago reporting a complete turnaround in profit and actually a somewhat good earnings...

 

 

KEH looking good...


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#106 yusufm

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Posted 14 November 2013 - 11:58 AM

Hah Hah

Me too :) Taking pain with this one. Will hopefully bounce back into the 70's and beyond

As you said, its a good company and results were excellent

 

Revenue up 29%

EBITDA up 109%
HEPS up 208%
NTAV 83 cents per share

 

Not many companies can show that kind performance

 

That's why this has been such a puzzling one :huh: 

 

Call me a fool but I may add more at these prices...


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#107 Queen B

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Posted 14 November 2013 - 11:56 AM

well my loss so far isn't  :P

Hah Hah

Me too :) Taking pain with this one. Will hopefully bounce back into the 70's and beyond

As you said, its a good company and results were excellent

 

Revenue up 29%

EBITDA up 109%
HEPS up 208%
NTAV 83 cents per share

 

Not many companies can show that kind performance

 

That's why this has been such a puzzling one :huh: 

 


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#108 yusufm

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Posted 14 November 2013 - 11:53 AM

Yeah - just saw that. So even Stevens :)

well my loss so far isn't  :P


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#109 Queen B

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Posted 14 November 2013 - 10:19 AM

yip but the same amount was bought by another director so it should be okay i think...

Yeah - just saw that. So even Stevens :)


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#110 yusufm

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Posted 14 November 2013 - 10:15 AM

Some big volume sales by directors on this mornings SENS

yip but the same amount was bought by another director so it should be okay i think...


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#111 Queen B

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Posted 14 November 2013 - 10:06 AM

Anyone hold any CBH shares?

Looks like a good entry point....


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#112 Queen B

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Posted 14 November 2013 - 08:54 AM

BSI somehow went down after their results. Very strange  :huh: directors selling as well

In other news, FGL hit 350c yesterday, and I sold out at an average of 50c :(

Some big volume sales by directors on this mornings SENS


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#113 Queen B

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Posted 13 November 2013 - 05:11 PM

WTF is going on with MRF today

Huge volumes going through and price is all over the place!

Something is up

Over 33 million shares traded today :huh:


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#114 yusufm

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Posted 13 November 2013 - 04:37 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

don't worry, I'm holding out. If the company is generating a profit and their financial statements look good (I've looked at every single one of their ratios and each and every one has improved from last year. And they have a positive cash flow). In my opinion it will eventually go up, I'm sure of that   ;)

 

Anyone have views on KEH? Released a trading statement an hour ago reporting a complete turnaround in profit and actually a somewhat good earnings...


Edited by yusufm1, 13 November 2013 - 04:37 PM.

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#115 Queen B

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Posted 13 November 2013 - 01:47 PM

BSI somehow went down after their results. Very strange  :huh: directors selling as well

In other news, FGL hit 350c yesterday, and I sold out at an average of 50c :(

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


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#116 Queen B

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Posted 13 November 2013 - 01:41 PM

WTF is going on with MRF today

Huge volumes going through and price is all over the place!


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#117 yusufm

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Posted 13 November 2013 - 01:12 PM

BSI somehow went down after their results. Very strange  :huh: directors selling as well

In other news, FGL hit 350c yesterday, and I sold out at an average of 50c :(


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#118 ajay

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Posted 11 November 2013 - 01:04 PM

Any thoughts on ADI? Will the stellar performance continue? Or is it over valued at the moment? Target is 4.25...
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#119 Queen B

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Posted 11 November 2013 - 09:07 AM

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

BSI needs to wake up now. Great results, but no action as yet
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#120 Shi

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Posted 08 November 2013 - 02:17 PM

BSI results look good!

 

Salient features
- Revenue up 29%
- EBITDA up 109%
- HEPS up 208%
- NTAV 83 cents per share

 

Even the results haven't woken this one up. Very strange.


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