48 replies to this topic

[@sirgrantfleming]

    Date         Share     Current Price©      Economic value(E)        Difference or upside=E-C(%).
13/03/2012    SOL               380                            515.72                              36%. 
 

Closing price on 13/06/2014 =618.15 = a 63% gain over 2 years and a bit.

 

83% of the shares listed on this thread have achieved their the target price (economic value ). Seasoned traders say you're a genius if you can achieve a win rate of 60%, never mind a target price!

 

Suck on that HDB!!!

eish

 

I do like this thread though

[Bullhunter]

Date                    Share              Current Price (CP)         Fair  Value (FV)      Difference or upside=FV-CP (%).

23/09/2015        Yorkor                  2.11                                   3.06                                                 45%

[Bullhunter]

 

Peregrine has received notification from Investec Limited

(“Investec”) of the acquisition by Investec of Peregrine shares such that Investec’s total beneficial 

interest is now 10,071% of Peregrine’s total issued ordinary shares, including treasury shares.

 

As required in terms of section 122(3(a) of the Act, Peregrine has filed the required notice with the 

Takeover Regulation Panel.

 

17 September 2015 11:14:00 AM

 

[Bullhunter]

Update on Peregrine, posted 15 September 2015

Date                    Share              Current Price (CP)         Fair  Value (FV)      Difference or upside=FV-CP (%).

15/09/2015        Peregrine                  31.50                           42.50                                 35%

 

Peregrine favoured over Coronation and Anchor:

http://www.moneyweb....uld-you-invest/

 

Finweek's analysis:

http://finweek.com/2...ialised-player/

 

Identified as a gem in the small cap sector :

http://investor.mone...e/#comment-1254

 

 

 

[Bullhunter]

Update on Prescient, posted 14 September 2015 

Date                    Share              Current Price (CP)         Fair  Value (FV)      Difference or upside=FV-CP (%).
14/09/2015          PRESCIENT            0.95                               1.30                                    37%  

 

Intellidex's fair value evaluation of Prescient: R1.31

http://investor.mone...nt-limited-pct/

Keith McLachlan's (Small Caps.co.za) fair value evaluation of Prescient: R1.38

http://smallcaps.co....-for-prescient/

 

 

 

[Bullhunter]

Date                    Share              Current Price (CP)         Fair  Value (FV)      Difference or upside=FV-CP (%).

16/09/2015        Nedbank                  225                                      299                                           33%

 

Read Coronation's view (16/09/2015) that  Nedbank has "an intrinsic value in excess of the current share price with an adequate margin of safety.This enables us to have Nedbank as a meaningful holding across our portfolios", here:

 

http://today.moneywe...16#.VfmCW9Kqqkp

 

 

 

 

 

[Bullhunter]

Date                    Share              Current Price (CP)         Fair  Value (FV)      Difference or upside=FV-CP (%).

15/09/2015        Peregrine                  31.50                           42.50                                 35%

 

Peregrine has a history of adhering to the metrics used to determine fair value. See evaluation of 13 June 2014.

[jacani]

Thanks for you update Bullhunter, always interesting.

 

What are your views, if any, on Winhold (WNH) which has a TNA of R206.80 but currently trades between 68 and 70. I appreciate they have a low ROC but surely this is either a takeover target or very undervalued at current levels.

 

 

Disclaimer: I own these shares.

[Bullhunter]

Date                    Share              Current Price (CP)         Fair  Value (FV)      Difference or upside=FV-CP (%).
14/09/2015         TRENCOR*           52.00                              87.00                                    67%  

14/09/2015          PRESCIENT            0.95                               1.30                                    37%  

14/09/2015          MMI                        25.50                              33.00                                    29%

14/09/2015          ISA                            0.75                                1.20                                    60%

14/09/2015          EQSTRA                 2.95                                 3.90                                    32%

 

*The most under rated Rand hedge on the JSE. A classic case of 'boring is good'.

[Bullhunter]

       Date           Share     Current Price©   Economic Value (E)  Difference or upside=E-C(%).
12/06/2014,        PGR,            20.00                        28.00                               40%  

 

One year later, PGR closed at R34.34 today. A 72% increase.

[Bullhunter]

BullHunter, did you mean PGR (i.e. Peregrine) instead of PRG? If so, then thanks, it gives my position a thumbs up - there has been some weakness after no special divvie was declared.

Sorry, Peregrine

[Shi]

 Posted previously: 19/01/2012,BSI,0.70,1.14,63%

 

BullHunter, it would be interesting to see what your crystal ball says after the latest set of results. BSI is trading in the low 50s now.

[Shi]

BullHunter, did you mean PGR (i.e. Peregrine) instead of PRG? If so, then thanks, it gives my position a thumbs up - there has been some weakness after no special divvie was declared.

[farouk]

Bullhunter 2am in the morning.

Something got to be bugging you.

There is only one GENE-ASS in this forum and he a Yehood called Kabaal.

       

[Bullhunter]

    Date         Share     Current Price©      Economic value(E)        Difference or upside=E-C(%).
13/03/2012    SOL               380                            515.72                              36%. 
 

Closing price on 13/06/2014 =618.15 = a 63% gain over 2 years and a bit.

 

83% of the shares listed on this thread have achieved their the target price (economic value ). Seasoned traders say you're a genius if you can achieve a win rate of 60%, never mind a target price!

 

Suck on that HDB!!!

[Bullhunter]

       Date           Share     Current Price©   Economic Value (E)  Difference or upside=E-C(%).
12/06/2014,        PRG,            20.00                        28.00                               40%  

[Sugafoot]

New addition:

Date Share Current Price© Economic value(E) Difference Upside=E-C(%).
23/05/13 Clientele (CLI), 11.00 21.25 10.25 93%

Bullhunter, are there any shares that represent some potential upside, one year later?
Not necessarily those on the list of a year ago, but if there are, do share... the more info the better...
Thanks

[Bullhunter]

New addition:

 

Date           Share                     Current Price©   Economic value(E)    Difference    Upside=E-C(%).

23/05/13    Clientele (CLI),       11.00                     21.25                         10.25            93%

 

ONE YEAR on and we're almost there.

[Bullhunter]

New addition:

 

Date           Share                     Current Price©   Economic value(E)    Difference    Upside=E-C(%).

23/05/13    Clientele (CLI),       11.00                     21.25                         10.25            93%

[Goliath]

Bull, when can we expect some more of your valuations? Eager to get a few on my watchlist as I have run out of options!