Our opinion on the current state of SEAHARVST(SHG)Sea Harvest (SHG) is South Africa's most popular frozen fish brand with about 38% of the market. It is controlled by Brimstone, which has a 54.92% stake. Sea Harvest catches, processes, and freezes fish for local and export consumption. They acquired the business of Viking, which began 40 years ago and now employs 1600 people with a fleet of 30 vessels operating in Cape Town, Durban, Hout Bay, Mossel Bay, and Maputo. Viking catches, processes, and sells horse mackerel, hake, pilchards, anchovy,
Our opinion on the current state of SEBATA(SEB)Sebata (SEB) is an investment holding company with four divisions: software solutions, water technologies, ICT support services, and consulting.
Their software solutions division consists of Sebata, which offers IT services to municipalities and public entities; Freshmark, which provides IT solutions to fresh produce providers; and Rdata, which offers an accounting package for the public sector. The water technologies division consists of Utility Systems, which provides electronic water control
Will SASOL's market price make a Market Structure Shift?Support and Resistance Levels:
All-Time Low: At 2,110c
Highlighted Support Zones:
Around 12,000c — 13,000c (Green shaded zone) — This has been tested multiple times, indicating a strong support level.
Around 10,900c(Recent support zone marked as LL) — Recently established support zone.
Highlighted Resistance Zones:
Around 15,700c — 16,000c (Red shaded zone near recent highs) — This has been tested, indicating a strong resistance level.
Recent peak and major level at around 43,600c
De
Sasol short about to get stopped out - Ready for a swing longTrades don't always work out.
The trick is to prepare for not only the stop loss to be hit but also the counter action immediately afterwards at times.
So in this case, the false break below lead to a rounding bottom and following another higher rounding bottom
If it breaks above, we will be stopped but the next trade will be imminent for a long position.
This is how we do it as active or hyper traders :)
R207.16 - New target upside
UPDATE Nampak target 2 set to R494 thanks to RegressionNampak W Formation broke above the neckline and rallied in a few short days to the first target at R271.81.
Now there is no breakout pattern emerged but there is a Regression channel showing a trend. With an uptrend line.
Below the uptrend line is the safety like which means, we can expect the price to continue up for now until it hits the target at R494.75.
Looks good
Our opinion on the current state of HAMMERSON(HMN)Hammerson (HMN) is a massive international property company that has listed on the JSE to take advantage of South African investors who want exposure to offshore property investments. The company has re-focused itself to invest only in "...flagship retail destinations and premium outlets." The objective is to try to keep up with modern trends in online retail technology and consumer demand for a sophisticated digital experience. Obviously, the company's UK properties have been impacted by the Br
Our opinion on the current state of BATS(BTI)British American Tobacco (BTI) describes itself as a "leading consumer goods company" - which is a euphemistic way of saying that they produce and sell an enormous number of cigarettes and related products worldwide. It is also the second largest company on the JSE after Naspers. In recent decades, cigarette companies have become increasingly oppressed. Their ability to advertise their products and even package them has been severely curtailed in many countries. They are seen to be exploiting an
Our opinion on the current state of ANGLO(AGL)With Anglo American (AGL), the risk normally associated with commodity stocks is mitigated in two ways. Firstly, the company has diversity of different minerals which reduces the impact of any one mineral entering a bear trend. Secondly, the traditional mechanism to avoid risk is to have a very strong balance sheet with plenty of headroom. That way, if things turn bad, you can ride out the storm. Anglo has such a balance sheet.
Anglo describes itself as a globally diversified mining company wit
LONG MTN Group pending trend reversalJSE listed telecommunication entity, one that has a footprint in many African countries has had their share price under some pressure for some time now. Trading near near it's lowest levels pre-covid, which it broke due to panic selling during the pandemic. It then made significant recovery since those lows that hammered values with over 200% gains. All those gains have lost in the past 2 years of trading. MTN is a large South African entity with dominance considering it only has 2 other competi
Our opinion on the current state of AECI(AFE)AECI (AFE) is a leading producer of chemicals and explosives in South Africa. It supplies products for the mining industry, water treatment, animal health, food and beverages, and the industrial sector. It has businesses in Australia, North America, Europe, Asia, and Africa. It employs 7600 people in 22 countries. It also has a property division called "Acacia". This company has successfully diversified away from its exposure to South Africa (40% of total revenue) and shown its ability to make a
Our opinion on the current state of BALWIN(BWN)Balwin Properties (BWN) is a developer of secure sectional title properties in South Africa. The company is now turning its attention to renting out some of the properties that it develops to improve its income. The company reports strong demand for its units and is also moving into supplying solar power and internet fibre.
The share was listed 5 years ago at R10 per share but trades today for 270c. Obviously, the property development market is a function of consumers' disposable income and th
B
Our opinion on the current state of VODACOM(VOD)Vodacom (VOD) is South Africa's largest airtime and data provider for cell phones. It is a subsidiary of the international company Vodafone. Its competitors are MTN, Cell-C, and Telkom. The cell phone industry has been hammered by a steady decline in voice revenue which has to some extent been compensated by a sharp rise in data usage.
The disadvantage which Vodacom has as an investment is that a foreign parent owns it. This was graphically demonstrated when its share price fell 7% in two days
Mr Price priming for MAJOR upside in 2025Potential Inv H and S has been forming since September 2021.
Mr Price, has tested its lows at R125.00 multiple times, and the price continues to rocket up.
It now needs to form one more shoulder, higher low and cross above.
And we could see Mr Price at R305.37 by 2025.
NATURE of the analysis: High Probability
Price>20
Price>200
Target R305.37
Our opinion on the current state of SOUTH32(S32)South 32 (S32) was spun out of BHP Billiton in 2015 and contained all of BHP's South African coal assets. It is, in its own right, a diversified miner of base metals and minerals such as zinc, coal, aluminium, silver, lead, nickel and manganese. It operates in South Africa, South America, and Australia.
The company has separated out its coal assets in South Africa and especially those which supply Eskom into a separate entity which was sold on 1st June 2020 to Seriti. At the same time, the comp
Our opinion on the current state of ORIONMIN(ORN)Orion Minerals (ORN) is an Australian exploration company which is listed on the JSE (September 2017) and on the Australian Stock Exchange in Sydney. It is trying to find funding for its copper and zinc mine in Prieska. The Prieska mine was previously operated by Anglovaal, but stopped operating in 1990 after 20 years during which it extracted more than 1 million tons of zinc and 430 000 tons of copper concentrate. The main problem with the mine is flooding. Orion hopes to exploit this resource
Our opinion on the current state of MR-PRICE(MRP)Mr. Price (MRP) is a retailer of clothing, household goods, and sportswear through shop fronts and online in Africa and Australia. Unlike most retailers, Mr. Price receives most of its sales in cash, but there is a growing credit element. Mr. Price has a reputation for being cheaper than other stores. This was a definite advantage during COVID-19 as consumers tried to stretch the buying power of their income. In our view, this is a good share doing extremely well in a very difficult industry, es
Our opinion on the current state of MPACT(MPT)Mpact (MPT) is a large producer of paper and plastics packaging in Southern Africa. It recycles paper and cardboard and makes corrugated cardboard containers for a variety of industries as well as polystyrene trays for the food industry. It has 20 manufacturing operations with South African sales accounting for 86% of its business. It employs over 5000 people.
The business is impacted by the general level of consumer spending (which has been depressed because of COVID-19 and was improving at l
Our opinion on the current state of AMPLATS(AMS)Anglo American Platinum (AMS), or Amplats, is the second largest platinum producing company in the world (after Sibanye), producing a large portion of the world's platinum. It is owned 77,62% by Anglo American. Amplats was one of the first platinum mining companies in South Africa to move away from expensive deep-level mining towards shallower, more mechanised mining. The company has reduced the number of mines it is operating from 18 to 7 over the past 5 years, decreased overheads by 50% and it
BWN FORECAST Reasons for execution
1)PWL LIQUIDATED
2)+BOS(int)
3)0.236 Fib & Fvgs
4)+OF
5)1.618 Fib Expansion
BLong
Our opinion on the current state of KAROO(KRO)Karooooo (KRO), formerly known as Cartrack, is a vehicle recovery, insurance, telematics, and fleet management company operating in 24 countries worldwide. The company boasts a 92% recovery rate, claiming it to be the best in the industry. Karooooo has demonstrated rapid organic growth, with a 21% compound annual growth rate in its subscriber base over the past six years. Approximately 96% of the company's turnover is annuity income, providing a stable and predictable revenue stream.
Zak Calist
Our opinion on the current state of REINET(RNI)Reinet (RNI) is an investment holding company primarily noted for its significant stake in British American Tobacco (BAT). This stake, which represents roughly 2.12% of BAT, is worth about $1.8 billion and accounts for 31% of Reinet's net asset value (NAV), down from 85% ten years ago. This decline in proportion is mainly due to a drop in BAT's share price, reflecting a more challenging legal environment for tobacco, especially in the US where the Food and Drug Administration is considering new























