JSE_Dodo

Long/Short. Hedge Funds are going the way of the dodo...
Tweets are opinions.

[The Wall Street Journal @WSJ]

The Middle East has been good for President Trump’s bottom line.

Entities from the Gulf paid around $300 million to the president’s businesses last year, more than any other foreign region identifiable in his financial disclosures. https://t.co/0CJ68h2Kpr

[JSE_Dodo @DodoJse]

@hazelwood_dave Same director as well.

[JSE_Dodo @DodoJse]

@hazelwood_dave Change of heart from just 2 months ago?

[JSE_Dodo @DodoJse]

@Greenbackd The discount has been around for the past 5 years. What changes this now?

[JSE_Dodo @DodoJse]

@hazelwood_dave Those who followed the 1&1 Drillisch story know how this plays out.

[JSE_Dodo @DodoJse]

@mattkiu @hkuppy @TaviCosta Any idea of what's going on at NATREF? Rumors are the partner PRAX, is unable to fund operations. Not sure if $SSL is going to cover the shortfall in the meanwhile.

[JSE_Dodo @DodoJse]

@RoryPetzer Maybe put someone else's license plate number on it?

[JSE_Dodo @DodoJse]

@WhitburnPaul @hazelwood_dave So which of these line items are we normalizing?

[JSE_Dodo @DodoJse]

@compoundpapi thought experiment - could one view this as effectively an increase in the gold supply?

[JSE_Dodo @DodoJse]

@compoundpapi Don't forget to factor in an exit tax depending on your home country

[JSE_Dodo @DodoJse]

@pietviljoen Value opportunity or value trap territory?

[JSE_Dodo @DodoJse]

@hazelwood_dave How do you determine the R1.8bn stays constant? On the call management said, "That number obviously reduces significantly to what we previously calculated".

[JSE_Dodo @DodoJse]

@DilBradly @hazelwood_dave How much of the Cell C profits do you benefit from as a BLU shareholder though?

[JSE_Dodo @DodoJse]

@Rebrand_As_Y SBC is still a pretty chunky add back though. Is not better to look at FCF/share?

[JSE_Dodo @DodoJse]

@JerryCap @LaissezFaire416 Italy and Greece both have EUR100k lump sum tax programs.

[JSE_Dodo @DodoJse]

@wholemars Serious question - Why go through all the malarkey of creating an auto business when the ultimate goal is a software business that's licences technology to other OEMs? Seems like an expensive way to go about the problem, no?

[JSE_Dodo @DodoJse]

@valuations_ @Rebrand_As_Y Trade payables

[JSE_Dodo @DodoJse]

@sinstockpapi @DMTCapital @RodAlzmann DWT can be up to 30% depending on the country and treaty in force.

[JSE_Dodo @DodoJse]

@WhitburnPaul @albie_cilliers @VoxPopAlpha @Schoeman1964 @Afrihost @vrotjan @DilBradly @LouisePillay @Chapter11Wealth @mzsjoosub @CapitecBankSA @GianVisser What happens to the effective price/GB at Capitec if you, god forbid, use 2GB per month?

[JSE_Dodo @DodoJse]

@WhitburnPaul @CapitalShipyard @DV_Situations This analysis is all very detailed and insightful but the question remains. If $JSEBLU is such a deal how come we have not seen management/insiders buying hand over fist?