51 replies to this topic

[Rulz3]

Yep, I agree. The second half was also much stronger than the first.

And they indicated they believe they can improve even more.

[Dust]

Yep, I agree. The second half was also much stronger than the first.

[Rulz3]

Yep, always a risk... but @ 9 we are at a PE of 7.5 and a NAV at R13... I'll hang on for a while... besides someone can buy from me at 9 and still have some upside

 

Goodluck to you too! 

Stocking up under 700c. Sleeping giant I believe!  Will hold for the whole year as the prospects seems to me will result in a lot of upside.

 

Goodluck! Cant wait for results day, maybe a kind dividend after they also reduce their debt nicely.

[Dust]

Haha ja I bought more @680 , now sit and wait few months for my 950 TP.

 

Goodluck Dust!! Hope we don't overplay our hand.

 

Yep, always a risk... but @ 9 we are at a PE of 7.5 and a NAV at R13... I'll hang on for a while... besides someone can buy from me at 9 and still have some upside

 

Goodluck to you too! 

[Rulz3]

ok Hulamin... less sellers now, lets continue up up and away... TP @ 9

Haha ja I bought more @680 , now sit and wait few months for my 950 TP.

 

Goodluck Dust!! Hope we don't overplay our hand.

[Dust]

ok Hulamin... less sellers now, lets continue up up and away... TP @ 9

[Dust]

May the best man win

hehe

[jaDEB]

Yeah, they did, came down considerably in the last couple of years and lead to a influx of cheap imports and new entrants.

 

Plenty of speculation in the PPC share price currently, check that move of yesterday... I'm shoting at R7 today if it goes there 

 

May the best man win

[Dust]

^{PPC had super margins ? had no idea....}

 

Yeah, they did, came down considerably in the last couple of years and lead to a influx of cheap imports and new entrants.

 

Plenty of speculation in the PPC share price currently, check that move of yesterday... I'm shoting at R7 today if it goes there 

[jaDEB]

^{My 2c, they are not making money if you take the accounting funnies into account and the full effect of the dilution is yet to be shown in the HEPS number as the weighted number of shares in issue will be adjusted come the next results. Unlike Hulamin which clearly showed improved profits... PPC will not return to the heydays of super margins. They cannot differentiate on product and needs to cut prices to boost sales, margins are still going down.} 

 

^{PPC had super margins ? had no idea....}

[Rulz3]

IMO its profit taking. Last week was super. If it pullsback to 650 I'm doubling up my position.

[Dust]

Volumes exiting positions in Hulamin today...

[Dust]

I also interested in Ppc. What is your business case on it?

 

My 2c, they are not making money if you take the accounting funnies into account and the full effect of the dilution is yet to be shown in the HEPS number as the weighted number of shares in issue will be adjusted come the next results. Unlike Hulamin which clearly showed improved profits... PPC will not return to the heydays of super margins. They cannot differentiate on product and needs to cut prices to boost sales, margins are still going down. 

[Rulz3]

Bastards....now wish me luck with my PPC....

I also interested in Ppc. What is your business case on it?

[jaDEB]

Bastards....now wish me luck with my PPC....

[Rulz3]

Cant believe my luck. Bought in December and now its flying like my kite did on the beach at that time! LOL.

 

 

[Dust]

Great!! A lot better than I expected. Moved my tp to 950c

 

AMAZING!!! this one pays off big time!

[Rulz3]

Trading Statement out

 

Great!! A lot better than I expected. Moved my tp to 950c

[jaDEB]

Trading Statement out

[Dust]

Dusty, its flying. Good update leaking??

 

Anyway lets enjoy the ride. I will consider closing my positions at 700c

 

Some offloading here it seems, bit of a pause here perhaps, hope we have the results update soon