Smalltalkdaily Research (@smalltalkdaily) 's Twitter Profile
Smalltalkdaily Research

@smalltalkdaily

Market loving, 30yr veteran JSE equity analyst covering swathes of small-to-mid cap industrial, agricultural & food stocks. Independent & just giving my opinion

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calendar_today07-11-2018 10:19:22

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Latest available producer producer prices for eggs shows that prices per dozen continue to tick lower as input costs fall and flock re-population post the major AI cull of 2023 recover Current price for dozen R23.43 -0.9% on prior month data

Latest available producer producer prices for eggs shows that prices per dozen continue to tick lower as input costs fall and flock re-population post the major AI cull of 2023 recover

Current price for dozen R23.43 -0.9% on prior month data
Karin Richards (@richards_karin) 's Twitter Profile Photo

South Africa (in US$) has year-to-date, returned almost double the Emerging Markets Index. And it has wholly outpaced the EM darling, India.

South Africa (in US$) has year-to-date, returned almost double the Emerging Markets Index. And it has wholly outpaced the EM darling, India.
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Come on 3M put something similar in a hot spot in South Africa & test out your bullet proof glass ... it would give some South African citizens (& illegals) hours and hours & hours of something to do .....

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Thanks you for the hundreds of participants that registered for the Rand Swiss Smalltalkdaily Research webinar at 6.30pm last night Thursday 3rd July I ran briefly through my Top 10, the diamonds and the dogs I gave a rationale why one of the stocks was poised to have a recovery into

Thanks you for the hundreds of participants that registered for the <a href="/RandSwiss/">Rand Swiss</a> <a href="/smalltalkdaily/">Smalltalkdaily Research</a> webinar at 6.30pm last night Thursday 3rd July

I ran briefly through my Top 10, the diamonds and the dogs

I gave a rationale why one of the stocks was poised to have a recovery into
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The South African poultry industry is once again on high alert following confirmed outbreaks of highly pathogenic avian influenza (HPAI) on broiler breeder farms in eMkhondo, Mpumalanga, and Lichtenburg, North West. farmersweekly.co.za/agri-news/sout…

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Nearly chocked on my Mount Nelson tea 🫖 as I read this Financial Times article that suggests the dimwit son of #TACO Tits - as my favourite US political podcast show - refers to #Trump (I do so laugh) - may have dynastic political ambitions North Korea 🇰🇵 here we go again ….

Nearly chocked on my Mount Nelson tea 🫖 as I read this <a href="/FinancialTimes/">Financial Times</a> article that suggests the dimwit son of #TACO Tits - as my favourite US political podcast show - refers to #Trump (I do so laugh) - may have dynastic political ambitions 

North Korea 🇰🇵 here we go again ….
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Monday data point update Iron ore week-on-week barely changed but has rallied intra-week from lower levels Presently US$94.24 a ton = R1,673 on current Rand spot 17.76 Iron ore futures dipped as disappointing factory data and persistent property sector woes in top consumer

Monday data point update

Iron ore week-on-week barely changed but has rallied intra-week from lower levels

Presently US$94.24 a ton = R1,673 on current Rand spot 17.76

Iron ore futures dipped as disappointing factory data and  persistent property sector woes in top consumer
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Monday data point update Soft commodities internationally remain benign driven by expectation of good crop tonnes. Wheat, soya and corn are all subdued Locally on SAFEX prices are directed by Rand volatility and as the crop comes in from the field the YM price has stared to

Monday data point update

Soft commodities internationally remain benign driven by expectation of good crop tonnes. Wheat, soya and corn are all subdued

Locally on SAFEX prices are directed by Rand volatility and as the crop comes in from the field the YM price has stared to
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$JSEHCI Hosekn Consolidated Investments does a shake up regards the shareholding with its largest shareholder the clothing union SACTWU Its irked #HCI and the CEO that SACTWU has been constantly selling #HCI shares to get cash in to the union operations to fund its activities

$JSEHCI Hosekn Consolidated Investments does a shake up regards the shareholding with its largest shareholder the clothing union SACTWU

Its irked #HCI and the CEO that SACTWU has been constantly selling #HCI shares to get cash in to the union operations to fund its activities
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Reporting season comes to a close so I cow do my comparatives given I have engaged with al of the following companies Private education AGM season, report card year-on-year $JSEADH AdvTech $JSECOH Curro Holdings $JSESDO Stadio Industrial Holding Companies, ranking table

Reporting season comes to a close so I cow do my comparatives given I have engaged with al of the following companies

Private education AGM season, report card year-on-year

$JSEADH AdvTech
$JSECOH Curro Holdings
$JSESDO Stadio

Industrial Holding Companies, ranking table