Small caps to watch?

e4et said:
Why do you "no go" ?
I was thinking, with their current acquisition of Peermont, and the massive development in Menlyn, could it not be worthwhile?
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I have a rather crude system when picking shares, I'm a n00b so bare with me, I look at the last 3 years, if thats a good thing I buy, if its meh I look at 5 years and then repeat

Sun INT hasn't been doing well unless you know something we don't
 
e4et said:
aah, that makes a bit more sense.
Thanks for your reply.
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That's my viewpoint on the future but they have made some good aquisitions but you'd need to research those companies and hoe they've done etc.Im just taking a long term view point here.
 
No inside info, unfortunately.
The impact online gaming scenario could have on the gaming industry makes a lot of sense. When and if the gaming regulators decide to allow that. I didn't even consider that.
What i thought about was the Menlyn project. That they've already started on just recently. That's going to be huge.
 
Todays purchases :

Labat Africa Limited (LAB)

Shares 8
Avg. Purchase Price R 1.34
15m Delayed Share Price R 1.35
Profit/(Loss) % 0.73%

Curro Holdings Limited (COH)
Shares 9
Avg. Purchase Price R 52.27
15m Delayed Share Price R 51.93
Profit/(Loss) % -0.65%
 
Noseworthy said:
Todays purchases :

Labat Africa Limited (LAB)

Shares 8
Avg. Purchase Price R 1.34
15m Delayed Share Price R 1.35
Profit/(Loss) % 0.73%

Curro Holdings Limited (COH)
Shares 9
Avg. Purchase Price R 52.27
15m Delayed Share Price R 51.93
Profit/(Loss) % -0.65%
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Is it worthwhile to only buy a couple of shares, or do you buy the same ones every month to increase your overall amount?
 
e4et said:
Is it worthwhile to only buy a couple of shares, or do you buy the same ones every month to increase your overall amount?
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I throw a max of R500 at each company and see how many shares that buys.

example. I own 2 shares in Woolies, but hey at least Im a shareholder, right?
 
Noseworthy said:
I throw a max of R500 at each company and see how many shares that buys.

example. I own 2 shares in Woolies, but hey at least Im a shareholder, right?
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Correct :D
My trellidor "investment" has lost me R111 since yesterday already. grrr. I just waiting a bit to see if it gains some, then i'm out and buying Balwin with that money.
 
Thor187 said:
I prefer KAP over Santova
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I know they have Unitrans, but it is still consdered to be an industrial share. I don't think the long term outlook is that great for industrials in SA.
 
Noseworthy said:
I have a rather crude system when picking shares, I'm a n00b so bare with me, I look at the last 3 years, if thats a good thing I buy, if its meh I look at 5 years and then repeat

Sun INT hasn't been doing well unless you know something we don't
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Past indications has no effect on the future.

It's merely a guide. But those graphs can get fcked up royally by the ANC in no time.
 
Papsak said:
All decent picks - picked up a few balwin yesterday. Santova is probably the only logistic company that I would consider - but as a whole, not really a fan of them due to the low barrier to entry and it seems low margins. I missed the boat on M3 - but if I was interested might wait for a bit of a pull back - trading at all time high it seems. ARA not sure about, bit cheaper to buy DBX... that said, depends on the 20/30%? private investments they have planned.
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I agree on M3, but its on my watchlist. I like Santova, so got a few of those. Got some Balwins as well.

ARA is interesting, as stated, the 20/30% private equity is probably something that is not available to most of us, but yes, costs are quite high. I don't have any ARA yet, but also watchlist.

You can have a look at http://smallcaps.co.za/blog/home/ for some other Small Cap companies tracked etc.
 
Toothless said:
No mining.
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okay.
Please give me some advice then.
If i sell my trelllidor stock, currently valued at R978. What would you suggest could be a good stock to put that money in?
I wont scream murder if your suggestion tanks :-p
I'm still very new to all this and basically still feeling the waters. Right now i'm just looking at something short term.
 
e4et said:
okay.
Please give me some advice then.
If i sell my trelllidor stock, currently valued at R978. What would you suggest could be a good stock to put that money in?
I wont scream murder if your suggestion tanks :-p
I'm still very new to all this and basically still feeling the waters. Right now i'm just looking at something short term.
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Trellidor fell a bit today. I think you may be in too much of a hurry to sell it at a loss now. Why not rather keep it there for some time? Even only until you made a small profit and then look at selling it?
 
Toothless said:
Trellidor fell a bit today. I think you may be in too much of a hurry to sell it at a loss now. Why not rather keep it there for some time? Even only until you made a small profit and then look at selling it?
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Thanks Toothless.
I'll do that, and wait a bit and then rather put some extra money into other stocks once i have some spare cash available.
 
e4et said:
Thanks Toothless.
I'll do that, and wait a bit and then rather put some extra money into other stocks once i have some spare cash available.
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Do that.

Remember, Trellidor is newly listed. I think there are a lot of room for improvement in terms of their share price for now. I referred you earlier to an article which sowed some doubt over Trellidor. While I tend to agree with that article, I see it applicable to the long-term. I am sure you will make some profit in the short to medium term. Not a share I would hang on to for the long run.
 
Thanks for your honest reply, I'll definitely stay on that course for a while and see how it pans out.
 
Thor187 said:
Industrial is the only thing this Country has going for it

http://www.satrix.co.za/fund-research-product.php?type=ETF&fund=satrixINDI
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There's industrial and there is industrial. A lot of the gains of the Indi have been the two heavy weights - NPN and SAB - between them 40% of the indi - then comes CFR/BTI then MTN - between them another 25% or so.

So which of those would you call industrial? Kap isn't even on the list..nether is Torre. In fact very little on the Indi is indi besides Sasol @ under 5% and if we go out on a limb, IPl at under 0.5%
 
Papsak said:
There's industrial and there is industrial. A lot of the gains of the Indi have been the two heavy weights - NPN and SAB - between them 40% of the indi - then comes CFR/BTI then MTN - between them another 25% or so.

So which of those would you call industrial? Kap isn't even on the list..nether is Torre. In fact very little on the Indi is indi besides Sasol @ under 5% and if we go out on a limb, IPl at under 0.5%
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satrixINDI is on my list to purchase with my SARS payback
 
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