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JSE Hedgehog

@jse_hedgehog

Old dog trying to learn new tricks. I’m here for the stock chat. Views shared are my own and do not constitute advice.

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Had TCP ever actually communicated that the QRT strategy was for “marginal routes”? I have not spoken to one person in the industry who did know this extremely important information. Genuine qn- did anyone here know it?

TCP : Can a business have a structural problem (per CEO) & simultaneously be robust (also per CEO) ? 🙄 Trying to talk that share up again, he still owns a bit … need to get some suckers to buy in again 😂



JSE Hedgehog Reposted

South African answer: nothing was stolen.

Nobody is going to get this one right...

Tweet Image 1


Hi @LeilaFourie . Will you be investigating the blatant insider trading that went on at Transaction Capital and Multichoice before the negative updates? Not just of directors either. Family members of corporate execs, IR, etc?


Cabinet reshuffle coming today?


Lower production by a key supplier for the next few years -> good for the basket! What am I missing??

Very disappointing AMS dividend and guidance. Is Natascha’s departure related to this?



I love how divided market commentary is on Discovery 😂


Very disappointing AMS dividend and guidance. Is Natascha’s departure related to this?


Extremely pleased that Northam (finally) made an offer for RBP yesterday. But don’t underestimate Impala here- they really need RBP and they’re sitting on a lot of cash. Not unlikely another offer is coming


Rain, August ‘22: “We’re going to buy you, Telkom” Rain, September ‘22: “Telkom, you should buy US” 😂😂😂


Laughed out loud when Coro claimed in Steinheist documentary that they wouldn’t give Markus a meeting. Coro had a substantial SNH position. Some retrospective narrative tweaking.


The market is sleeping on a lot of mid-caps. CLH leverage kicks in VERY quickly and we should see upside from that soon. The family should eventually just take this company private


If I’m being honest, I’m not convinced anyone in the market (incl me) actually understands Discovery as a business.


Walmart taking MSM private means… some M&A to take back market share? Takealot? And probably some retrenchments out of market’s glare too.


Capco been smashed by the market but I would argue it’s gone too far


What’s important about this is the readthrough for SA’s very many abandoned mines

Mine flood disaster: De Beers says it doesn’t own Free State dumps news24.com/fin24/companie…



Market still sleeping on TCP, MNP, REM !!! No doubt REM taking RCL and GND private. They’re spinning off RCL chicken business because they only want the grocery business


JSE Hedgehog Reposted

France turned off the lights of Eiffel Tower as sign of respect for Queen Elizabeth. Not to be outdone, South Africa switched off almost all of the lights last night.


The number of JSE delistings this year is nothing short of disastrous. Do not underestimate how bad this is for the SA market! (And JSE shareholders!)


Investec Securities initiated a “FAST” (short-term upside) on WHL this morning. @TraderNick34


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