Murray Chesterfield

[Murray Chesterfield @MurrayChesterF]

Richemont annual results call never disappoints.

Rupert says hes the best contra indicator for the gold price and that he bought 5% off the all time high. CFO then jokes he got margin called.

[Murray Chesterfield @MurrayChesterF]

@JSE_Invest Market saying second rights issue in 6 years for TFG

[Murray Chesterfield @MurrayChesterF]

@CAPITALSIGMAza Thought you pivoted to politics

[Murray Chesterfield @MurrayChesterF]

Have become very weary of this "best deal maker" tag

Heard it about Sibanye and TCP and both times it marked a sign of the top

[Murray Chesterfield @MurrayChesterF]

@JSE_Invest @davideborall very quiet 😅

[Murray Chesterfield @MurrayChesterF]

@keithmclachlan @36ONE This is what the start of 2025 is looking like so far for The NKD Group - a joke.

[JSE_SENS @JSE_SENS]

MRPE Acquisition of 100% of a European Value Retailer, NKD Group GmbH; and notice in terms of section 45(5) of... https://t.co/ABs6sUvK2U

[Murray Chesterfield @MurrayChesterF]

@FinanceGhost Someone asked about it on the call. He never called it out as a reason for the underperformance.

[Murray Chesterfield @MurrayChesterF]

Looks like we're getting good results from Metair when they report on Wednesday

[Murray Chesterfield @MurrayChesterF]

@ou_abel Reminds me of Jonathan Jawno post the TCP crash

[Murray Chesterfield @MurrayChesterF]

@JohannBiermann1 Ex dividend on NED and SBK, still down just not as much as it may seem

[Murray Chesterfield @MurrayChesterF]

https://t.co/xQuIX6kCJU

Gayton at 03:00 says if the DA votes against the VAT hike they are out of the GNU and EFF in. Half of the ANC wants this.

Wonder if this is contributing to the SA Inc sell off today

[Murray Chesterfield @MurrayChesterF]

@smalltalkdaily Huge volume traded the day of the AGM and yesterday.

[Murray Chesterfield @MurrayChesterF]

@the_gregdavies H1 HEPS was R53.93 so loss making H2. Very little detail given.

[Murray Chesterfield @MurrayChesterF]

PIC are literally the Jim Cramer of the JSE...

[JSE_SENS @JSE_SENS]

MTAE Detailed terms announcement regarding the disposal of Metair?s Turkish operations https://t.co/a7cunyX4hK

[Murray Chesterfield @MurrayChesterF]

Just listened to the PDD call. Sounds like management were talking directly to the CCP with what was said.

Lower profits, more investment, social responsibility, high quality development etc

[Marlie Chunger @JSE_Invest]

$PDD down double digits back below $120, despite yet another earnings beat. Glad I exited when I did.

[Murray Chesterfield @MurrayChesterF]

@WhitburnPaul @Chapter11Wealth From Diageos results. What happens to premiumization if the economy turns?

[Murray Chesterfield @MurrayChesterF]

@madaboutmarkets Crazy thinking back to 2021 where the prevailing narrative was that higher rates would hurt large cap tech and short duration value stocks would outperform.

Complete 180 now.

[Murray Chesterfield @MurrayChesterF]

Do these ever work?

Cheeky offer by someone hoping a QFH buyer is sleeping and messes up his rands/cents