10 replies to this topic

[Sugafoot]

Any thoughts on this? Why the fall from grace?<br />I am deep in the red. It's now at 400c.<br />Do I average down?<br />

[Sugafoot]

Fantastic trading update.<br />

[TheLittleGuy]

Anyone seen the update?<br /><br />Unless I read wrong, some excellent results

Looking forward to the details. Keep an eye on Operating Cash Flow.

 

Looks like Metier is going to blow the roof off. Solid business that is growing like a weed. Very under appreciated.  

 

Sephaku Cement seems to have had some accounting related benefit but their latest update was very positive. The next half is going to be important as SepCem ramp up to steady state capacity and we get an idea of the margins that they can generate. 

Edited by TheLittleGuy, 17 June 2015 - 10:51 AM.

[Sugafoot]

Anyone seen the update?<br /><br />Unless I read wrong, some excellent results

[Sugafoot]

I just wonder that if it goes past R7, won't it run further?<br />I bought at a bad time. At 740, I will break even.

[Mr_SA]

What would be a good exit target price on this share?

My initial thought was R7, but now im thinking of holding on to R7.50.

 

Nice jump today, but volume of 6 shares. lol

Edited by Mr_SA, 13 November 2014 - 12:08 PM.

[TheLittleGuy]

Surely Investors are running out of excuses not to own SEP. Metier smashing it in 1H15. SepCem ramping up production according to plan, SepQ looks solid, market seems to be accepting their product okay......going from strength to strength.... @ R5.80 SEP is just too cheap at current levels

 

http://wp.me/p3RKee-8l

[Mr.Balls]

Problem is our construction sector is in a contracting phase

[Sugafoot]

SEP has been on a steady decline. Today down 3,5%. 560c.<br />Considering adding to my holding to bring down my average cost.<br />Wonder why market had not reacted positively to news in August.

[TheLittleGuy]

Aganang to begin production of clinker by end of August. The commissioning of the clinker facility at Aganang has been completed and is ready to commence with production. The first consignment of clinker will be delivered to the Delmas milling plant by the end of the month. 

 

The Delmas facility is currently running at 60% capacity (Capacity 1.4mt pa = 840kt pa) 

 

Another step closer to realising its true value potential

 

http://www.moneyweb....OLDINGS LIMITED

[TheLittleGuy]

SEP’s Delmas Facility has been producing cement since 17^th January & Aganang has completed all necessary testing and is scheduled to begin production this month.  We are finally here…….. ON MY BASE CASE ASSUMPTIONS SEP HAS AN INTRINSIC VALUE OF R8.38 & POTENTIALLY AS HIGH AS R16.21 (BASED ON 10X FY16).

 

FY15 is gong to be a crunch year for SEP, if mgmt are able to execute to plan there is significant upside to the stock. Deffo one to keep an eye on.

 

http://wp.me/p3RKee-7z