15225 replies to this topic

[Investment novice]

DeltaHedge, on 17 Jan 2022 - 1:25 PM, said:

IN trying to pull us into wez now like he did descendis

Hope you still got eyes on wez...kak share

[Squideye]

Steinhoff: Releasing probe into accounting fraud would undermine case against Jooste, others @ https://www.news24.c...others-20220131

[Squideye]

[Squideye]

Another report in English...@ https://mg.co.za/bus...for-the-public/

[Squideye]

  Steinhoff argued in the Cape Town High Court on Monday that it was not in the public interest to publish the report on a forensic investigation into the irregularities with his books....

 

Judgment is reserved....

Attached Files

•  20220131PwC.pdf   2.44MB   5 downloads

[Squideye]

9 things you should know about Mattress Firm's IPO filing @ https://www.retaildi...-filing/617629/

[Africa1962]

DeltaHedge, on 31 Jan 2022 - 08:10 AM, said:

they say 83 rand lol

i noticed that Simply Wallis has been and is fairly accurate with the rest of my share portfolio when calculating share price....why would SNH be so far out?

[Africa1962]

Bubble, on 31 Jan 2022 - 09:23 AM, said:

Slip started with the Russia vs Ukraine tension

 

**** Russians...poland borders ukraine.....i can imagine disinvestment happening until this is resolved

[Squideye]

...Greenlit Brands remained financially independent from its troubled South African parent group Steinhoff International, there was “no deadline for transacting the remaining Australasian businesses”...

 

...We are not in a rush to transact our businesses,” said Ford... 

 

https://insideretail...d-impact-202201

[Bubble]

Squideye, on 31 Jan 2022 - 08:59 AM, said:

Pepco's share price has drifted back to the issue price....

 

Slip started with the Russia vs Ukraine tension

[Squideye]

Pepco's share price has drifted back to the issue price....

Attached Files

•  20220131P.pdf   1.08MB   11 downloads

[DayTraderDad]

Squideye, on 31 Jan 2022 - 08:40 AM, said:

Pepco het amptelik 'n filiaal in Griekeland gestig...

Well one more country!! Pepco is a money machine!!!

[DayTraderDad]

Bubble, on 31 Jan 2022 - 08:30 AM, said:

They have some serious expansion plans into Africa and South America...from the Cape Town grapevine

 

Long live the WSB professionals!

Well that is very good news indeed!

 

So sorry they waited all these years and so far have not made a serious plan in Africa.

 

As per financial page 113 in 2020 Rest of Africa revenue was Eur 551 mil ( 6,8 % of total revenue) and in 2021 Eur 441 mil  ( 4,8 % of revenue)  so hope they take Africa serious and manage to compete with the Chinese cheap shops!!

[Squideye]

Pepco het amptelik 'n filiaal in Griekeland gestig...

Attached Files

•  20220131G.pdf   1.66MB   7 downloads

[Bubble]

DayTraderDad, on 31 Jan 2022 - 08:27 AM, said:

For me if SNH sold Pepkor and kept Pepco I can well believe the Eur 2 because population in Europe is 748 mil which means there is lots of room to expand while in SA there is only 50 mil people and by opening more shops soon they will be competing with each other. SA has limited growth space and Pepkor not doing well in the rest of Africa.

 

They have some serious expansion plans into Africa and South America...from the Cape Town grapevine

 

Long live the WSB professionals!

Edited by Bubble, 31 January 2022 - 10:31 AM.

[DayTraderDad]

DayTraderDad, on 31 Jan 2022 - 08:22 AM, said:

Haha did they say the year of the target price!!! Haha think the German are reading that they talking a lot about the Eur 2 to Eur 3!!!

For me if SNH sold Pepkor and kept Pepco I can well believe the Eur 2 because population in Europe is 748 mil which means there is lots of room to expand while in SA there is only 50 mil people and by opening more shops soon they will be competing with each other. SA has limited growth space and Pepkor not doing well in the rest of Africa.

[DayTraderDad]

DeltaHedge, on 31 Jan 2022 - 08:10 AM, said:

they say 83 rand lol

Haha did they say the year of the target price!!! Haha think the German are reading that they talking a lot about the Eur 2 to Eur 3!!!

[DeltaHedge]

DeltaHedge, on 31 Jan 2022 - 08:10 AM, said:

Yea they doing a DCF, we know DCF's are BS but maybe a little truth in them. 

 

they say 83 rand lol

[DeltaHedge]

DayTraderDad, on 31 Jan 2022 - 08:07 AM, said:

Haha what do they say? I am just going by the share price of the units.

Yea they doing a DCF, we know DCF's are BS but maybe a little truth in them. 

 

[DayTraderDad]

DeltaHedge, on 31 Jan 2022 - 08:05 AM, said:

simply wallstreet doesnt agree with u haha

Haha what do they say? I am just going by the share price of the units.