Author Topic: Which one is your pick?  (Read 11579 times)

Fawkes85

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Which one is your pick?
« on: October 09, 2015, 08:15:55 am »
Some new listings on the JSE:

http://www.moneyweb.co.za/news/companies-and-deals/are-you-ready-for-the-new-jse-listings/

-Capital & Regional

-Sygnia

-International Hotel Group

-Balwin

-Capital Appreciation (My pick)

-Trellidor

-Waco

Which one is your pick?

gcr

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Re: Which one is your pick?
« Reply #1 on: October 09, 2015, 09:22:10 am »
Some new listings on the JSE:

http://www.moneyweb.co.za/news/companies-and-deals/are-you-ready-for-the-new-jse-listings/

-Capital & Regional

-Sygnia

-International Hotel Group

-Balwin

-Capital Appreciation (My pick)

-Trellidor

-Waco

Which one is your pick?

None of the above
Not everything that counts, can be counted, and, not everything that can be counted counts - Albert Einstein

Fawkes85

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Re: Which one is your pick?
« Reply #2 on: October 09, 2015, 09:44:34 am »
None of the above

Mind elaborating?

gcr

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Re: Which one is your pick?
« Reply #3 on: October 09, 2015, 10:18:11 am »
Moneyweb had a reasonable analysis of the respective companies - see your link.
Listings by relatively unknown tend to be more about hype than fundamental
Not everything that counts, can be counted, and, not everything that can be counted counts - Albert Einstein

Patrick

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Re: Which one is your pick?
« Reply #4 on: October 09, 2015, 10:23:45 am »
I like Sygnia as a company. They are very low cost providers. Lower in some cases than even buying ETFs through a broker. To me they're as close as we currently have to a Vanguard type company in SA. Sadly they're still for profit, so Vanguard does of course kick their asses, but with people finally taking notice of costs I think they could be in for growth in future.

Will I put my money behind them though? No, while I might invest with them, I'm not so convinced that I'd invest in them. I'll stick to my usual strategy of ETFs only.

Samurai

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Re: Which one is your pick?
« Reply #5 on: October 09, 2015, 12:43:36 pm »
My choice of the lot would be ''Capital Appreciation'' one might even place some milk money on them.

The founders all have experience, I assume that they are smarter than myself which if true would indicate that they will have a master plan and or some money making investment insight in preparation.

gcr

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Re: Which one is your pick?
« Reply #6 on: October 09, 2015, 01:13:10 pm »
One way of testing these new listings is to buy them up into the annual share competition - no money sunk into them and if they don't perform as expected you can always dump them without losing any money
Not everything that counts, can be counted, and, not everything that can be counted counts - Albert Einstein

Samurai

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Re: Which one is your pick?
« Reply #7 on: October 09, 2015, 01:16:54 pm »
This is true gcr, but the Samurai might commit ritual seppuku if a virtual profit cannot be converted into actual cash.

Fawkes85

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Re: Which one is your pick?
« Reply #8 on: October 09, 2015, 01:29:20 pm »
Moneyweb had a reasonable analysis of the respective companies - see your link.
Listings by relatively unknown tend to be more about hype than fundamental

I did read it and I agree with Samurai. Capital Appreciation is being set up by some experienced and capable individuals. That shouldn't be the only factor to consider when investing but good management is definitely one of the factors to be looked at it.

I must admit though, I should have been more clear in my question. I didn't necessarily mean which one will you invest in. Kind of meant more along the lines of which one of these do you think will be the best performer.  ::)

jaDEB

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Re: Which one is your pick?
« Reply #9 on: October 09, 2015, 01:30:20 pm »
jaDEB

If it scares you, it's a sign you need to do it

Samurai

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Re: Which one is your pick?
« Reply #10 on: October 14, 2015, 11:21:16 am »
Seems like Sygnia is doing rather well so far and its not even lunchtime yet.

Fawkes85

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Re: Which one is your pick?
« Reply #11 on: October 14, 2015, 03:47:42 pm »
Seems like Sygnia is doing rather well so far and its not even lunchtime yet.

If you ask me it's just the hype surrounding their listing. They had A LOT more people applying for shares for their listing than they could accommodate. All those people who couldn't get shares on the primary market are now trying to get shares on the secondary market which is driving up the price. Give it time and it will come crashing back down.
« Last Edit: October 14, 2015, 04:38:14 pm by Fawkes85 »

Samurai

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Re: Which one is your pick?
« Reply #12 on: October 14, 2015, 03:58:18 pm »
I was thinking along the same lines, having read something similar on moneyweb about their sold out IPO.


Samurai

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Re: Which one is your pick?
« Reply #13 on: October 15, 2015, 09:33:38 am »
See they reach R16 this morning good for them and their share holders, but is this based on emotions, I don't know, I tend to agree with Fawkes85, thinking that in a couple of months time we might see a  different picture.

The fact that they made such a disaster during their IPO makes me think that perhaps their management aren't as brightest as we were led to believe, but then again we all make mistakes.


Fawkes85

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Re: Which one is your pick?
« Reply #14 on: October 15, 2015, 09:39:59 am »
See they reach R16 this morning good for them and their share holders, but is this based on emotions, I don't know, I tend to agree with Fawkes85, thinking that in a couple of months time we might see a  different picture.

The fact that they made such a disaster during their IPO makes me think that perhaps their management aren't as brightest as we were led to believe, but then again we all make mistakes.

It's not just you and me. Simon Brown from JustOneLap predicted that the price would shoot up in the first couple of days but that it won't last. He made it very clear that if he got in on the IPO that he would sell all those shares within the first two days.