I think that this is really a longer term financial/hedge fund play- and their whole style is to buy long term steady income streams which provide downside protection...to an extent BAT already offers a floor and pen corp is the big hlding going forward - and a variety of hedge funds - preytty much as at present. I cannot se it becoming too diversified - that is not their style which seems to be accquire hold and accuire some more - could be wrong...but nothing I have seen for a while makes me feel different?
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At the moment this is a leap of faith. What are the asset managers charging? ( too lazy to read the offer doc) If long term then we are talking minium 5 and perhaps 10 years+.... The stated objectives seem to be so generalized as to be able to mean anything you want them to? So I suggest they invest in apple and PepsiCo for starters - there - that cost us all nothing!
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Re:Re:MTN - taking on water by Preston on 27 Oct 12:28 @BC01, I was long at the end of yesterday after the rapid fall, sold long for a profit that could buy a bottle of Johnnie Walker Black. Based on the price action I am seeing and I am short at this stage. NULL Public Archive
236804 1 2015-10-30 04:00:20.060 Chart 1073056037 NULL NULL 0 NULL NULL I like the look of PNC chart for a short term trade. Any price close to R12.09, i will be a buyer of this stock (cfd's). 14340 Shares
236805 1 2015-10-30 09:30:13.320 Re:Iron Ore Price 1073059049 236687 236687 1 236687 1 hi preston what do you believe to be kio intrinsic value? NULL Public Archive
236806 1 2015-10-30 09:31:03.093 Re:Re:Re:Re:Re:Re:Re:Re:Iron Ore Price 1073073140 236687 236802 0 236687,236791,236792,236794,236797,236798,236800,236802 8 Interesting. I have to admit, I've not read the Kumba report. I just got the cost guidance at $40/tonne from articles. Thanks for the info... I need to go through the report. But if they're managing costs at around $30, that would mean it still makes sense for all the large low cost suppliers to keep increasing supply and push out as many high-cost suppliers as possible. So, there's a very real possibility that the price could drop to the $30 range? Personally, if I was Vale or BHP producing at $15/tonne I would keep feeding the glut until the price was even less than $15 and I was the only supplier! NULL Public Archive
236807 1 2015-10-30 09:50:42.627 Re:Re:Iron Ore Price 1073056037 236687 236805 0 236687,236805 2 Not sure !!. NULL Public Archive
236808 1 2015-10-30 09:55:35.910 Re:Re:Iron Ore Price 1073056037 236687 236805 0 236687,236805 2 Pirates and J12, please do not consider this stock if your personality cannot stomach more downside risk in term of its price. NULL Public Archive
236809 1 2015-10-30 11:21:32.490 Re:Re:Re:Iron Ore Price 1073088011 236687 236808 0 236687,236805,236808 3 just looking at the chart, the Intrinsic value is ZERo(0).... NULL Public Archive
236810 1 2015-10-30 11:24:09.967 Re:Chart 1073088011 236804 236804 0 236804 1 if a stock wakes you up at 4 in the morning, its best to stay away from it! NULL Public Archive
236811 1 2015-10-30 11:25:51.437 Re:Re:Re:Re:Re:Re:Re:MTN - taking on water 1073088011 236662 236790 0 236662,236669,236774,236776,236779,236788,236790 7 so, MTN at support? NULL Public Archive
236812 1 2015-10-30 11:51:02.130 Re:Re:Chart 1073056037 236804 236810 0 236804,236810 2 @Rams, Was awake from 1:30am. NULL Public Archive
236813 1 2015-10-30 11:54:09.097 Re:Re:Re:Re:Re:Re:Re:Re:MTN - taking on water 1073056037 236662 236811 0 236662,236669,236774,236776,236779,236788,236790,236811 8 @Rams, I closed my shorts yesterday, which in hindsight is an excellent call. NULL Public Archive
236814 1 2015-10-30 12:27:55.247 Re:Re:Re:Chart 1073088011 236804 236812 0 236804,236810,236812 3 is it KIO? I agree you need nerves od steel for Kumba. NULL Public Archive
236815 1 2015-10-30 12:33:11.383 Re:Re:Re:Iron Ore Price 1073073140 236687 236808 0 236687,236805,236808 3 Happy with the downside risk. More importantly, I'm happy with the upside risk. Been buying this stock on the way down, but still deciding whether I'm going to stick to my strategy of buying it down or wait till it bottoms and try to predict a bottom... which is nearly impossible. NULL Public Archive
236816 1 2015-10-30 13:44:11.483 Re:Re:Re:Re:Chart 1073056037 236804 236814 0 236804,236810,236812,236814 4 @Rams, I have got KIO covered. I have seen this type of price action with PPC. It does not frighten me. Someone is frontrunning those KIO's orders. NULL Public Archive
236817 3 2015-10-30 16:22:16.797 Share and Derivative Club 1073025031 NULL NULL 0 NULL NULL The final update for Spring has been posted. Now time to concentrate on the Autumn list. NULL Public Archive
236818 5 2015-11-01 15:19:25.300 Momentum portfolio update 1073030541 NULL NULL 0 NULL NULL http://blog.justonelap.com/momentum-portfolio-update-october-2015/ NULL World affairs & economy
236819 5 2015-11-01 15:20:24.207 Re:Paris conference - goodbye fossil fuels if no carbon capture 1073030541 236782 236782 0 236782 1 locally listed, nobody .. few bit players and side projects but nothing real NULL World affairs & economy
236820 1 2015-11-02 10:03:55.820 MTN under pressure again 1073030541 NULL NULL 0 NULL NULL reports that Nigeria is refusing to reduce fine but is prepared to let them pay in installments. no news from MTN management 12796 Shares
236821 1 2015-11-02 10:05:37.617 Re:MTN under pressure again 1073077387 236820 236820 0 236820 1 was discussing that with a colleague now. same mistake twice? NULL Public Archive
236822 5 2015-11-02 10:15:27.320 Re:Paris conference - goodbye fossil fuels if no carbon capture 1073065472 236782 236782 0 236782 1 I am not so sure about that Simon - I think Sasol has huge plays in this space - they are just dwarfed by their now defunct shale gas strategy NULL World affairs & economy
236823 1 2015-11-02 10:23:03.560 Re:MTN under pressure again 1073034215 236820 236820 0 236820 1 MTN EXECUTIVES please take note that this fine was incurred due to your negligence!! all performance bonuses should be removed forthwith from all executives and management for a start. all of EX CO should repay the fine to the company. A real pathetic performance! NULL Public Archive
236824 1 2015-11-02 10:39:26.763 Re:MTN under pressure again 1073030541 236820 236820 0 236820 1 MTN trading halted NULL Public Archive
236825 5 2015-11-02 11:12:24.863 Re:Paris conference - goodbye fossil fuels if no carbon capture 1073032046 236782 236782 0 236782 1 This has got to be a real international opportunity of consistent note and growing strength going forward - but the question remains - who to buy? I would suspect the Israeli's ( notwithstanding gas discoveries ) will be techno leaders and probably able to develop manufacturing at efficient cost levels - and of course the Germans - because there it has to be super efficient!! NULL World affairs & economy
236826 1 2015-11-02 11:48:45.730 Re:Re:MTN under pressure again 1073056037 236820 236824 0 236820,236824 2 Eish, I am so glad I closed my shorts on Thurdays. NULL Public Archive
236827 1 2015-11-02 11:55:45.187 Re:Re:MTN under pressure again 1073129873 236820 236824 0 236820,236824 2 who halts trade ? JSE or MTN. can one expect further downside pursuant to this action or will a SENS announcement be released that will bring calm to the market NULL Public Archive
236828 1 2015-11-02 12:06:50.690 Re:MTN under pressure again 1073088011 236820 236820 0 236820 1 Well, there must be a political" solution to this when the trading resumes and the share price hits 120....Remember also that the MTN licence is up for renewal in 2016..and there is a new goverment there.
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HI ,no I did not listen, was away for s short break, hope u are keeping well over there....Unfortunately financial climate somber here, so it is important to have outside country reserves as well at this time!
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it sounds like a comment made by an advisor who is hedging his bets so in the likely rise or fall of the company he can say he told u so.I personally have bought shares when they are at a low when there is bad news around but I have faith that the business model is sound and management can turn it around-a recent example would be picknpay who look like they are emerging from troubled waters.many analysts make statements that can be interpreted either way and I am sure this reflects the real truth-no one knows what the future holds.very few advisers will tell u that
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betaal die man sy R500.00 en hy moet dan die navrae of oudit hanteer -sorg net dat hy alle werklike syfers het dan is jy o k - jy het seker nog nie by n belasting kantoor gaan wag om jou bewyse te gaan ingee of selfs as jy alles moet self instuur is n onaangename proses JH
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Yes ,there are better places to start re "input relating to trading/investing and some of the pitfalls" Go to http://www.justonelap.com/ and lots to listen and ask. (Does not mean you have to leave the forum here at all)
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This wouldn't happen at Mediclinic because they are not a pharma company, they're predominantly a "system provider" that makes money of bed-days and theatre time, there are other revenue streams as well, but these are the main ones... Aspen on the other hand, yes, they have risk of the markets, hence diversification in other regions, and they're generic provider, good for emerging markets... every business has risks, but just think about it, healthcare is something of vital importance for us, most medication or care is paid by health insurance and the number of diseases and problems are always changing... back to Mediclinic, the move to Switzerland was great... its a rand hedge and a very good market, aging population that will require more healthcare as they get older, higher income rate, better insurance, yes, some risks exist, but overall it could be quite interesting in years to come... just my thoughts... Personally I would like to see M&A in other European countries in the years to come, once the Swiss market is well represented within Hirslanden, currently in 11 or the 26 cantons, not that they need to be in all, cantons have different legislation and some just might not be very popular for the group...
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LABAT AFRICA SHARE PRICE ON INCREASE LOOKING AT BEST GROWTH FOR 2015 GET IN WHILE STOCKS ARE SELLING LIKE HOT CAKES ENJOY THE RIDE UP the Company has been short-listed as a preferred bidder in relation to a potential acquisition of one of the other logistic opportunities. Shareholders are advised that, as a preferred bidder, the Company has signed a non-binding non-exclusive term sheet, with a certain party (?the Seller?) in terms of which Labat will acquire the Seller?s business assets and operations (?the Sale Assets?) (?Proposed Transaction?). In terms of the Proposed Transaction, Labat will acquire the Sale Assets for a purchase consideration of R627.5 million (six hundred and twenty seven million and five hundred thousand Rand) to be settled in cash.
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