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Messages - Bundu

Pages: 1 [2] 3 4 ... 13
16
Shares / Re: Naspers (NPN) - reaching all time high?
« on: June 11, 2019, 01:29:17 pm »
very quiet here...... 8)

any thoughts on the NPN/Newco split?
Take more NPN or take Newco?
Tax implications?

17
Shares / Re: Steinhoff
« on: January 12, 2018, 07:31:18 pm »
interesting article on the whole f-up
https://www.fin24.com/Finweek/Featured/4-questions-steinhoff-must-answer-20180111

18
Shares / Re: Aspen Pharmacare
« on: January 09, 2018, 03:45:31 pm »
thanks Moonraker, yes, I just saw the SENS - after the SNH F-UP, I'm not even sure if these SENSes mean anything - hope APN are not cut from the same sanitary pad that Markus Jooste was  :-[

19
Shares / Re: Aspen Pharmacare
« on: January 09, 2018, 01:04:42 pm »
what's going on with APN - down about 13% this year so far

20
Shares / Re: Naspers
« on: December 08, 2017, 12:51:14 pm »
Quote from: Moonraker on December 08, 2017, 12:42:17 pm
................
Although the share price has surged 90% since the start of the year, Naspers has never been so cheap in terms of its discount to net asset value (NAV). Its listed holdings add up to over R5,400 per share, which means the share price is trading at a massive 32% discount to NAV..............

yes, when one looks only at the tencent value and writes off all the other assets and all debt, NPN is under valued by 28% according to my calcs

21
Shares / Re: Naspers
« on: December 07, 2017, 03:34:21 pm »
Quote from: Moonraker on December 07, 2017, 03:18:35 pm
Should we be worried? IMHO probably not.

The Way of Gupta? Pressure mounts for Naspers as MultiChoice faces fires on multiple fronts

Quote
..the Chinese Securities Regulatory Commission has also been asked to launch an inquiry into Naspers. Comparisons between Naspers and the Gupta-owned company Oakbay, meanwhile, are inevitable.

I don't think so and neither does the market (at this stage)
The negative value attached to NPN when considering their tencent holding has actually shrunk since this news came out

22
Shares / Re: Naspers
« on: December 06, 2017, 07:23:34 pm »
Quote from: Moonraker on December 06, 2017, 06:38:42 pm
Quote from: Bundu on December 06, 2017, 06:11:25 pm
I'm not really too worried about NPN, although I'm a bit disgusted at the accusations - NPN is tencent and interestingly enough, has actually dropped less than tencent in the past week, so it does not look like investors are too concerned about the skelmstreke, BUT, with the SNH catastrophe, people might start worrying - I see AVV dropped quite a bit today, and they also seem like a boere mafia bunch :-[
I am also not worried about NPN at all. CW's reputation is shot to pieces. Wherever he has his fingers in the pie there is bad stuff happening SNH, BAT, even Stellar Capital ..
It is an unmitigated disaster and has wiped some 220T off my portfolio balance - thankfully I am well diversified.

the magic word, for sure, but it still hurts  :'(

23
Shares / Re: Naspers
« on: December 06, 2017, 06:11:25 pm »
I'm not really too worried about NPN, although I'm a bit disgusted at the accusations - NPN is tencent and interestingly enough, has actually dropped less than tencent in the past week, so it does not look like investors are too concerned about the skelmstreke, BUT, with the SNH catastrophe, people might start worrying - I see AVV dropped quite a bit today, and they also seem like a boere mafia bunch :-[

24
Shares / Re: Steinhoff
« on: December 06, 2017, 06:07:31 pm »
I'm considering buying some SNH tomorrow...... wonder if I've maybe lost my mind  :D

25
Shares / Re: Naspers
« on: December 05, 2017, 10:15:48 pm »
Quote from: Moonraker on December 05, 2017, 02:58:25 pm
I like NPN, but not Bekker (pompous, haughty, just lucky that's all).
US law firm investigates Naspers Threatens class action lawsuit if fraud or unlawful behaviour is discovered.
Joining the class action if it comes about Bundu?  ;)

whoooo, I can't even think straight any more, after the repeated SNH whipping today - jissas daai boertjies fork my op  :'(

NPN is still a R500B discounted tencent proxy........ but the way these skelms are carrying on, R500B is probably peanuts  ???

26
Shares / Re: Steinhoff
« on: December 04, 2017, 05:05:03 pm »
Quote from: Moonraker on December 04, 2017, 04:10:43 pm
Sanlam Private Wealth Stock Picks for 2018

Bundu, SNH is there. Why is anybody's guess.

thanks for the info - maybe I should just buy some more? but I'm pretty deep in already  :(

27
Shares / Re: Steinhoff
« on: December 04, 2017, 03:19:05 pm »
I've had less painful root-canals  :'(

Wiese can't be too happy with his tjommie  O:-)

28
Shares / Re: Naspers
« on: December 03, 2017, 05:24:45 pm »
Quote from: Moonraker on December 03, 2017, 05:17:43 pm
If Cyril wins SA Inc. stocks will be on the up and Rand hedges will be sold off, temporarily, as most of them incl. NPN are stocks you would want in your portfolio no matter who wins.
If DZ wins Rand hedges should shoot the lights out.  :-X

agreed! and based on what the ZAR is doing, it looks like the market believes it will be Cyril

also will have to see what SNH results look like on 6Dec - let's hope they 'bed' america down and no more worms in the can......  >:(

29
Shares / Re: Naspers
« on: December 03, 2017, 05:08:54 pm »
Quote from: Moonraker on December 03, 2017, 04:58:12 pm
Quote from: Bundu on December 02, 2017, 07:05:02 pm
I've taken a good beating with NPN and SNH in November, but am hopeful that they will both have a good December..... they better ;)

Alles sal regkom, en ons gaan einde Desember grande lyk man.  :))
flippen hoop so  :))

30
Shares / Re: Naspers
« on: December 02, 2017, 07:05:02 pm »
I've taken a good beating with NPN and SNH in November, but am hopeful that they will both have a good December..... they better ;)

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