1165 replies to this topic

[Polly]

We already had EOH, now Steinhoff...who is next??  My call Aspen!

 

All manipulated balance sheets whose profits just grow and grow unbelievably...issuing script

 

Skeletons has to show up sometime.

 Just dug up this post!!

 

and Aspen was R240 then...now R150

[Polly]

acl on the up there P......im still twiddling my thumbs

if you convinced you want to buy....wait for a red day on alsi to buy...friday was perfect

[Lionelza1]

acl on the up there P......im still twiddling my thumbs

[Lionelza1]

Hi L..

 

mentioned before here Sgl is a punters share...Not for me.. Pump and dumps very quickly. Can drop faster than it went up...careful!!

Hi P....yea i noticed historic market trend.....looks risky. On the down a bit this am

 

Thanks

[Polly]

https://www.moneyweb...-it-used-to-be/

Putting underlying assets of our listed miners into perspective.

thanks L

[leo]

https://www.moneyweb...-it-used-to-be/

Putting underlying assets of our listed miners into perspective.

[Polly]

I sold my bhp when 7 percent up..will buy back later..thanks..did same mondi..

expect dual listed to be green today....not much but green..

[Midas1]

I sold my bhp when 7 percent up..will buy back later..thanks..did same mondi..

[Polly]

Same scenario for iron? Although Vale had some doing in the spike.

Tomorrow will be interesting

Sent from my SM-G935F using Sharenet Sharechat mobile app

Iron ore difference kettle of fish....All 3 big boys had  problems and supply constraints

1. Vale dam disaster

2. BHP ozz rail derailment and damage to tracks

3. AGL/KIo also rail derailment and damage to tracks

[leo]

Hi M..if you look at my posts somewhere below replying to Leo, i told Leo BHP should start dropping from this coming week.

Reason : Copper and most commodities ran up due to Chinese New year holidays. Experience tell me from previous years The users of these commodities start " stocking up" prior to the annual one weeks closure to get ready once they reopen to get things in full swing. This normally pushes up the prices of commodities a month before closure as demand exceeds supply. Tomorrow will be interesting once China reopens after annual new year shutdown. My take copper will start retracing as went to high too quickly.
This is what i call a streetwise view unlike the analysis and technical chartists...

Same scenario for iron? Although Vale had some doing in the spike.

Tomorrow will be interesting

Sent from my SM-G935F using Sharenet Sharechat mobile app

[Polly]

best to go to the blu thread  guys to see who was waffling                   

 

 

 

http://www.sharechat...label-telecoms/

 

 

if youll got time that is....proof is in the pudding!!!

[Polly]

so all this posted before OCT was fake news hay....wow

 

 

======================================================

 

 

 

 

 

Polly, on 02 Oct 2018 - 08:14 AM, said:

Did some detailed homework on this one last night.

 

At R4.00 i may dip my toes into it.

 

 

Polly, on 26 Sept 2018 - 6:04 PM, said:

never bought..merely converted cfd to underlying..Half the problem with these bros are gambling in cfds in own shares...Think already was a force sale a month ago...

 

 

Polly, on 17 Sept 2018 - 3:32 PM, said:

Mr Market valuing Cell C at zero to negative value.  IMO it deserves that rating.  Blu hopelessly overpaid and will now have to carry the bag going foward

 

[Polly]

also something to learn from....directors buying shares in these jimmy companies mean niks....same happened to Ellies.. MR Market is more powerful!!!

[Polly]

and check the date of my post about R4.00........................................................made on 2nd Oct...

 

 

sorry guys following me or trying to get some advise from me....he called youll idiotic...then stupid... ( was it fear again???? )

 

 

 

proof in the threads that follow neh L ????

 

mirror reflection of what he said....

 

 

Being a while since I posted since there are a couple of know-it-all prima donnas on the forum that if so clever could start their own blogspot and with their fantastic know-it-all will make millions from likewise idiotic followers, but alas muddles every topic with fake news. They know who they are so no mention of names necessary, and surely their idiotic comments will prevail and entertain us all (positive or negative).
Example: apparent CA's that make decisions on 'gut', likely fired then as CA for making 'gut' financial reporting statements. Rightfully pointed out by Captain, an apparently educated person with no pension plan - in other words work or scam till death do us part and even created an advise topic - blind leading the stupid.
Then you have people who seriously run the numbers (as it should be), that gives factual advise that newbies can actually learn from. Eventually these true masters are getting abuse fatigue an leave the forum and the one-eyed is king.
As important as the financial numbers and the NAV (Euro 0,54) pointed out by DAD there is probably some sentiment you need to take into consideration. Thus, assume some penalty in the first period (which i cannot factually say how long) the share price will not be close to the NAV. For those who long the share over time that sentiment will improve (all things equal) and you have a real winner.
Lastly, don't get sucked into arguments with wafflers, they will sour your day and divert your attention from your initial purpose of joining the forum.

Edited by Polly, 10 February 2019 - 10:07 PM.

[Polly]

and:   now trading at +-R4.00

 

 

so much for that okes comment about me huh....another pumper or dumb ass....

 

 

Did some detailed homework on this one last night.

 

At R4.00 i may dip my toes into it.

 

 

never bought..merely converted cfd to underlying..Half the problem with these bros are gambling in cfds in own shares...Think already was a force sale a month ago...

 

 

Mr Market valuing Cell C at zero to negative value.  IMO it deserves that rating.  Blu hopelessly overpaid and will now have to carry the bag going foward

[Polly]

some food for thought here:

 

 

Between the joint CEOs and another director about R 70 million rand worth of shares on sept 7: See sens below:

 

NOTICE OF DEALINGS IN SECURITIES IN TERMS OF PARAGRAPHS 3.63 TO 3.66 OF THE
JSE LIMITED (JSE) LISTINGS REQUIREMENTS

Dealings in securities by directors of Blue Label.

In compliance with paragraph 3.63 – 3.66 of the JSE listing Requirements, the following
information, is disclosed:

Company: Blue Label Telecoms Limited
Director: Mr MS Levy
Class of securities: Ordinary shares
Date of transaction: 06 September 2018
Number of securities: 3 500 000
Price per security: R6.58
Total value: R23,030,000.00
Nature of transaction: On-market conversion of contracts for difference
Nature and extent of director’s interest: Direct beneficial
Clearance to deal: Obtained in advance in accordance with JSE Listings
Requirements

Company: Blue Label Telecoms Limited
Director: Mr BM Levy
Class of securities: Ordinary shares
Date of transaction: 06 September 2018
Number of securities: 3 500 000
Price per security: R6.58
Total value: R23,030,000.00
Nature of transaction: On-market conversion of contracts for difference
Nature and extent of director’s interest: Direct beneficial
Clearance to deal: Obtained in advance in accordance with JSE Listings
Requirements

Company: Blue Label Telecoms Limited
Director: Mr DA Suntup
Class of securities: Ordinary shares
Date of transaction: 06 September 2018
Number of securities: 3 700 000
Price per security: R6.58
Total value: R24,346,000.00
Nature of transaction: On-market conversion of contracts for difference
Nature and extent of director’s interest: Direct beneficial
Clearance to deal: Obtained in advance in accordance with JSE Listings
Requirements


The above conversion shall result in their underlying shares in Blue Label being transferred back to
them, with no impact or change in their shareholding in the company.
Sandton

07 September 2018

 

 

you did not listen to the potcast as it is 58 minutes, i posted 23 minutes ago. So go uninformed and do what you believe.

 

 

Nope, myself working a lot with the lending industry.  First priority for consumers and even more so in the next generation of wealth is buying and paying for their cellphones and airtime/data.  "you can take my car, house and everything else, but not my smartphone" - in fact a study by Accenture showed that next generation is willing to give up friends instead of smartphone.

 

By the way, the 2 brothers each bought R 23 million worth of BLU shares at over R6 a share.  What do they know that we don't? 

 

For a moment stop trying to compare MTN, Vodacom to CellC - disruptive is when you don't follow the minions.

 

potcast 4pm today:  

 

https://techcentral....telecoms/83966/

 

I heard a quote once that really sticks to me "Innovation is something that give people the access to the experience that only rich and clever people can do" - these guys are leveraging that. 

 

 

You are welcome.  I am in at average R 7.06, but will buy more on payday.  So your R 6,18 is still a bargain.

 

 

The Levy brothers have only been involved in the last 9 months, it is a turnaround story unfolding.  Vumatel has a total different target audience and is focusing on fibre sharing.  That is the same as sharing a straw to drink a double thick milk shake. But let's not get lost in the woods.  

Fact is since turn-around started the nett loss has decreased 33% (despite 28% decline in data prices)- logically that will take at most 2 more quarters to get CellC into positive territory.  Best is some of the financing is done through airtime (vapor currency). 

For argument sake, lets say in the next quarter CellC has another loss (at 33% decreased) it will be a R 300 million loss.  And let's argue that they repeat the 56% net profit growth from the current R 1.4 billion.  Think that covers the loss with a smile with some change left and guess there is some tax benefits in there too.  

 

 

Jet, why i believe the answer is yes.  Firstly R360 million of CellC loss was due to forex.  Now you could argue that the rand declined against the dollar and yes that affects companies that does not do hedging (buying currency upfront at an agreed rate).  The Levy brothers helped to reduce the R1 Billion anticipated loss by R 400 million to R600 Million.  So, let's say they improve it with only another R 300 million and have R 300 million less currency losses CellC would be profitable by maybe as soon as Feb next year.

 

They rolled out fibre to 16000 houses in one year.  Massive uncap demand for data - fibre is mostly subscription based and uncapped data, so the price of data does not matter then.  

 

They enlisted 64 mobile virtual network operators including FNB that is quoted below that Telkom and CellC should merge.  Funny how this guy from FNB is questioning FNBs strategy to become a MVNO (by implication).   

 

You cannot compare them to MTN, Telkom and Vodacom as theirs are different strategies.    

 

Fact is the commodity (airtime and data) they sell is not tangible or manufactured in a factory.  It is measured by the time and capacity of using technology infrastructure. They have an infrastructure agreement with MTN and with 2 internet service providers.  So, all this talk about CellC that will actually just be fine.

 

Now, lets look at BLU before CellC. BLU share price was more than R20 a share. That business is still as solid as it was and the massive capex spent on infrastructure in Mexico and India is almost paid off. 

 

If you take a 50% discount for doubt and investor jittery (lack of understanding tech) then R9-10 a share is not unrealistic.

 

I always like to see if the execs believe in their own company, so I look at the SENSE and see if they personally buy their own company shares.  They are.

[Polly]

 

This is what i call a streetwise view unlike the analysis and technical chartists...

Some call it gut view. "Gut view " may be a synonym  for a "streetwise view " but they are miles apart in my trading vocab.

Streetwise view ( s/w) comes with experience in the market to pick up seasonal changes in price and is not a thumbsuck or crystal ball view out of nowhere!!

 

If you look one of my reply posts in the steinhoff thread where i copy and pasted my alsi trades , you'll see a lot of s/w trades mentioned. These are normally seasonal times of the day/ week / month etc ..and my favorite being FryDag where the alsi fries!!!

 

and spot on again as she dropped over 700points on Friday!!!

Edited by Polly, 10 February 2019 - 08:15 PM.

[Midas1]

Very interesting...started keep a log of patterns alongside what argento said re different months..

[Polly]

https://city-press.n...-drags-20190209

Hi P.... Strike will continue... Have not been here long enough to see how things like this influence share price... What's ur take on it?

Thanks

Hi L..

 

mentioned before here Sgl is a punters share...Not for me.. Pump and dumps very quickly. Can drop faster than it went up...careful!!

[Polly]

Hi P...gotya re "
opening gap trading strategies"
Had heard of it just didn't realise what called...its what i had previously seen re herenya capital..slowly getting there on this learning curve.its not instantaneously thats for sure...but do know hell lot more now than at outset...prior just had ag/ psg doing there thing very badly i might say so thought ill learn myself. In fact my ra has been in reversal..thanks

Glad you learnt something new...