MarlieChunger (@jse_invest) 's Twitter Profile
MarlieChunger

@jse_invest

South African (Value) Investor, Quality Seeker. Self-taught. I like shiny metals & dirty rocks. Click link to see my newsletter. Opinions not advice.

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linkhttps://drive.google.com/file/d/1rUlwhy6QcQOnwTNgoWmhuauVE6fv8cZT/view?usp=sharing calendar_today22-05-2022 13:21:02

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$UTHR dip buying opportunity imo. Results were great, despite EPS miss. Strip out net cash you have a great, American, growing business at a 5.5x PE multiple.

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Got toasted on this last night. Still short. They literally told you the SEC launched an investigation in June and you’re believing the revenue beat…

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Taking some profits on $GFI here, up 110% on margin from late June buy (5x gearing). Good results out today, but doesn’t hurt to take profits on short term trades.

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Nedbank posted good results with an exceptional reduction in credit loss ratio. Silly sell-off imo and likely buying opportunity.

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I bought Nedbank and ShopRite this morning. Nedbank buy R234, Shoprite R255. Happy with both, the latter was bloody incredible as always. ShopRite is on a forward PE of 16x… you are not bullish enough.

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5x gain for me on initial margin $AU at 8x gearing. Around 380% gain after interest expenses. Love me some gold. And no, I’m not yet selling.

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Trustco: Private offer for van Rooyen’s shares + debt. VeldBridge… wonder if this is an entirely unrelated party. Either way, refinancing package is awesome, and I think this could give shareholders a good chance of a nice exit offer.