Master
Posted 22 August 2018 - 07:06 PM
Alaris jumped 9% today following the announcement of its US acquisition.
Date Share Current Price (CP) Fair Value (FV) Difference or upside=FV-CP (%).
21/05/2018 Alaris 2.10 3.10 47%
Useful info on the company:
http://www.dataweek.co.za/9189a
PSG Konsult used to own 25.6% but became impatient and cashed in.
After today's trading update, hopefully, the share price will follow suit.
Master
Posted 30 July 2018 - 11:12 AM
Date Share Current Price (CP) Fair Value (FV) Difference or upside=FV-CP (%).
30/07/2018 BLU 8.71 13.89 60%
Master
Posted 23 May 2018 - 06:59 PM
Date Share Current Price (CP) Fair Value (FV) Difference or upside=FV-CP (%).
02/11/2017 Ansys 0.88 1.47* 67%
*Traded at a high of R1.74 at the beginning of the year.
Ansys has been repositioning its business (soon to be renamed Etion). As a result herewith an update :
Date Share Current Price (CP) Fair Value (FV) Difference or upside=FV-CP (%).
23/05/2018 Ansys/Etion 0.59 0.99 68%
Master
Posted 22 May 2018 - 11:50 AM
Date Share Current Price (CP) Fair Value (FV) Difference or upside=FV-CP (%).
22/05/2018 Wescoal 2.15* 3.79 76%
*Fantastic trading statement and strategic updated published this morning resulting in a 16% hike in the share price.
Herewith Keith McLachlan's view:
http://smallcaps.co....side-potential/
Master
Posted 21 May 2018 - 07:11 PM
Bull - any new ones you can add to this topic..?
Alaris jumped 9% today following the announcement of its US acquisition.
Date Share Current Price (CP) Fair Value (FV) Difference or upside=FV-CP (%).
21/05/2018 Alaris 2.10 3.10 47%
Useful info on the company:
http://www.dataweek.co.za/9189a
PSG Konsult used to own 25.6% but became impatient and cashed in.
Master
Posted 12 April 2018 - 04:12 PM
Bull - any new ones you can add to this topic..? 
Master
Posted 03 November 2017 - 11:10 AM
Date Share Current Price (CP) Fair Value (FV) Difference or upside=FV-CP (%).
02/11/2017 Ansys 0.88 1.47* 67%
*Traded at a high of R1.74 at the beginning of the year.
Master
Posted 19 October 2017 - 05:13 PM
Insimbi published an excellent set of interim results today
Date Share Current Price (CP) Fair Value (FV) Difference or upside=FV-CP (%).
26/09/2017 Insimbi 1.38 1.85 38%
CEO says Insimbi is a rand -hedge because it exports more than it imports.
Guest_PlatinumWealth.co.za_*
Posted 26 September 2017 - 01:11 PM
Glad I am not the only one who felt good reading that 
Nice to hear for a change a S.A. company stating: "Trading and operational outlook for the remainder of the financial year is positive.The first half of FY18 has been satisfactory and in particular, the second quarter, was outstanding "
CEO Fred Botha quoted Saint Francis of Assissi:
"Start by doing what is necessary; then do what's possible; and suddenly you are doing the impossible"
Master
Posted 26 September 2017 - 11:12 AM
Insimbi published an excellent set of interim results today
Date Share Current Price (CP) Fair Value (FV) Difference or upside=FV-CP (%).
26/09/2017 Insimbi 1.38 1.85 38%
Nice to hear for a change a S.A. company stating: "Trading and operational outlook for the remainder of the financial year is positive.The first half of FY18 has been satisfactory and in particular, the second quarter, was outstanding "
CEO Fred Botha quoted Saint Francis of Assissi:
"Start by doing what is necessary; then do what's possible; and suddenly you are doing the impossible"
Edited by Bullhunter, 26 September 2017 - 11:17 AM.
Master
Posted 26 September 2017 - 10:50 AM
Insimbi published an excellent set of interim results today
Date Share Current Price (CP) Fair Value (FV) Difference or upside=FV-CP (%).
26/09/2017 Insimbi 1.38 1.85 38%
Master
Posted 05 September 2017 - 08:27 PM
Date Share Current Price (CP) Fair Value (FV) Difference or upside=FV-CP (%).
05/09/2017 Polska 21.10 32.47 53%
properties
(EPP)
At the current price, this Rand hedge yields 7.6%
Retail sales growth in Poland was 8.2% year-on-year in the first six months of 2017. Taking the strength and growth of the Polish economy into account, management expects dividend growth of around 10%/year for the next two years and potential for further compression in Polish commercial property yields, which would in turn result in an increase in the value of the Polskprop portfolio.
Two of the directors, Marc Wainer and Andrew König purchased R160 million- and R76 million-worth of the stocks respectively in 2016.
Master
Posted 05 September 2017 - 08:18 PM
Date Share Current Price (CP) Fair Value (FV) Difference or upside=FV-CP (%).
05/09/2017 Polska 21.10 32.47 53%
properties
(EPP)
At the current price, this Rand hedge yields 7.6%
Retail sales growth in Poland was 8.2% year-on-year in the first six months of 2017. Taking the strength and growth of the Polish economy into account, management expects dividend growth of around 10%/year for the next two years and potential for further compression in Polish commercial property yields, which would in turn result in an increase in the value of the Polskprop portfolio.
Edited by Bullhunter, 05 September 2017 - 08:23 PM.
Master
Posted 04 September 2017 - 05:26 PM
Date Share Current Price (CP) Fair Value (FV) Difference or upside=FV-CP (%).
30/08/2017 Tharisa 15.01 26.86 79%
04/09/2017 Texton 7.55 11. 67 56% Forward distribution yield of 12.7% at current price!
Master
Posted 10 July 2017 - 02:08 PM
Anyone know what happened to Bullhunter..? Miss these updates! 
Master
Posted 09 December 2015 - 11:54 PM
"A steal, methinks."
Marc Hasenfuss, Financial Mail ,03 December 2015
http://www.financial...-promising-data
One of just a few new highs on 09 DECEMBER 2015 with a record volume at the close out of 552,300 (only an institution can arrange such volumes in a relatively illiquid share) and at a new high of R3.04
Edited by Bullhunter, 09 December 2015 - 11:55 PM.
Master
Posted 03 December 2015 - 06:59 PM
Date Share Current Price (CP) Fair Value (FV) Difference or upside=FV-CP (%).
26/11/2015 Amecor 3.00 4.29 43%
"A steal, methinks."
Marc Hasenfuss, Financial Mail ,03 December 2015
http://www.financial...-promising-data
Master
Posted 26 November 2015 - 12:13 PM
Date Share Current Price (CP) Fair Value (FV) Difference or upside=FV-CP (%).
26/11/2015 Amecor 3.00 4.29 43%
Little Master
Posted 13 October 2015 - 12:57 PM
PCT cracked the R1.00 mark now
Hopefully its upwards toward that R1.30 fair value mark
Master
Posted 25 September 2015 - 08:59 PM
What do you mean Eish @sirgrantfleming?
