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#1 PlatinumWealth.co.za

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Posted 17 May 2017 - 08:12 PM

Please climb


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#2 LiveInExcess

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Posted 15 May 2017 - 03:46 PM

Big battle playing out @ 470


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#3 LiveInExcess

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Posted 12 May 2017 - 03:57 PM

To add, there is a little resistance line at 470 which will have to hold, otherwise it could go down to around 415-420.

 

At some point you have to ask what does the market know that I don't.


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#4 LiveInExcess

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Posted 12 May 2017 - 03:46 PM

At current status quo, i'm projecting a year end HEPS increase of 30%+.  Taking a look at this one again considering the current share price drop.

 

If anyone would like to share there thoughts it would be much appreciated.


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#5 PlatinumWealth.co.za

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Posted 13 March 2017 - 02:45 PM

I think about this sort of thing differently...

 

It is not a target price that you sell at, but a target multiple. Rolfes is at worst equivalent to an Omnia or AECI (in my opinion), but let's base a target exit multiple at a discount to these two chemical stocks (i.e. conservative):  

 - Omnia at a PE of 18.5x

 - AECI at a PE of 13.5

 

Thus, one could target selling Rolfes when its Price Earnings re-rates to about 12.0x. Whether that is right now at c.750cps or in a year or three's times with a higher HEPS number at a higher price per share .

 

Hope that makes sense?

 

It's not about a target price, but a target valuation.

Mind blown!

Just goes to show what a different insight in thinking reveals.

/Longs Rolfes


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#6 keith

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Posted 13 March 2017 - 07:18 AM

Will this gem hit 700?

I was planning to sell on 400, then 500, now 600 hehehehe.

 

I think about this sort of thing differently...

 

It is not a target price that you sell at, but a target multiple. Rolfes is at worst equivalent to an Omnia or AECI (in my opinion), but let's base a target exit multiple at a discount to these two chemical stocks (i.e. conservative):  

 - Omnia at a PE of 18.5x

 - AECI at a PE of 13.5

 

Thus, one could target selling Rolfes when its Price Earnings re-rates to about 12.0x. Whether that is right now at c.750cps or in a year or three's times with a higher HEPS number at a higher price per share .

 

Hope that makes sense?

 

It's not about a target price, but a target valuation.


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#7 PlatinumWealth.co.za

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Posted 10 March 2017 - 09:45 AM

Will this gem hit 700?

I was planning to sell on 400, then 500, now 600 hehehehe.


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#8 LiveInExcess

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Posted 09 March 2017 - 04:14 PM

She is a persistent little gem....


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#9 LiveInExcess

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Posted 01 March 2017 - 04:55 PM

Its been a good run so far, will wait for 522 break.......


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#10 LiveInExcess

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Posted 26 September 2016 - 10:01 AM

Snapped up some @ 390, will look to add while trend continues.......


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#11 Geko

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Posted 23 September 2016 - 10:36 AM

Soooo many analysts liking this one...

Yourself

Keith Mcclachlan - http://smallcaps.co....th-over-500cps/

Anthony Clark

Charl Botha - http://www.moneyweb....-share-of-2017/

Jean Pierre Verster

 

 

Once this overhang clears I think we are good for 500c

Meant to reply to previous post...

By "yourself" I mean - SouthAfricaMi.com - www.southafricanmi.com/rolfes-rlf

 
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#12 Geko

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Posted 23 September 2016 - 09:56 AM

Soooo many analysts liking this one...

Yourself

Keith Mcclachlan - http://smallcaps.co....th-over-500cps/

Anthony Clark

Charl Botha - http://www.moneyweb....-share-of-2017/

Jean Pierre Verster

 

 

Once this overhang clears I think we are good for 500c


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#13 SouthAfricanMi.com

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Posted 19 September 2016 - 06:37 PM

We like the look of Rolfes (If you have a decent appetite for risk). Their results today looked pretty solid. 

 

They do have some issues we a little worried about but all in all at it it's current price they look to offer some good value.

 

Massive build up in inventories (struggling to move stock or building up stock to accommodate greater expected demand in future?).

 

www.southafricanmi.com/rolfes-rlf

 

A cheap way into the chemicals market if you not after Sasol or Omnia

 

 


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#14 flexbender

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Posted 21 May 2015 - 12:07 PM

Rolfes looks like a bargain, added some @ 315c

 

Why?


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#15 Mr.Balls

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Posted 15 May 2015 - 01:02 PM

Rolfes looks like a bargain, added some @ 315c


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#16 saint1

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Posted 09 April 2014 - 04:03 AM

Does anyone know why rolfes has dropped so much?

the PNC directors Tshivhase (bribery charges) and Fourie both non executives of Rolfes. Their connection caused the drop. 


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#17 Sugafoot

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Posted 08 April 2014 - 07:41 PM

Quite at an attractive price. Neatly halved from a year ago?


Any opinions on thus share? And company?


At 445c at the moment
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#18 Sugafoot

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Posted 08 April 2014 - 07:40 PM

Quite at an attractive price. Neatly halved from a year ago?

Any opinions on thus share? And company?
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#19 hexadecimal

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Posted 03 February 2014 - 01:38 PM

I do not see any major changes...

 

I've just added a few more.


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'I only see, what I've learnt to see' -  ;) 


#20 avatar@eastcape.net

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Posted 03 February 2014 - 12:49 PM

Would like to know too

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