it is hard to gauge what this is really about. They have been shuffling their portfolio quite a lot in the last 6 months - selling off stakes and buying others. All activities were reported to have an impact in HEPS. Question is whether the sales have affected their ability to generate revenue. Last financial year's report wasn't fantastic - and now they are reporting worse than that - on top of a shoot the lights out interim. Too wierd for me - I am not an analyst, so can't decide what is up here. Offloading today
See lead article on Moneyweb re GPL. This one has the potential to rise well beyond R12 in the next year. This could be a mini Naspers if all goes according to plan with good prospects of normal and special dividends. Any views on this one now?