JSECracker

Investor

[JSECracker @JSE_Cracker]

@hazelwood_dave Lol bigger issues than Vitality shrinking if NHI fully implemented.

[JSECracker @JSE_Cracker]

@FundamentEdge FExWITG

[JSECracker @JSE_Cracker]

@CobusC82 You can’t use EV/EBITDA without stripping out the minority interests in SA business which are around 12%.

[JSECracker @JSE_Cracker]

@LT_Investor_SA Founders have always been running the business behind the scenes. David is the fall guy. Jawno and founders knew exactly what they were doing, same as what they did pre TCP days.

[JSECracker @JSE_Cracker]

@madaboutmarkets Very dangerous to take a long term view on SA govt/ ZAR in a trapped vehicle. No tax break is worth that risk.

[JSECracker @JSE_Cracker]

@chrisreddy777_ LHC not trading in fundamentals due to possible AMG takeout. So it’s not really comparable. Although NTC has underperformed broader SA inc significantly.

[JSECracker @JSE_Cracker]

@hazelwood_dave Nutun has lots of debt with the same funders. Ring fenced in theory.

[JSECracker @JSE_Cracker]

@AdrianSaville @zamarcashton @JSE_Group @pietviljoen @thejoshviljoen @LT_Investor_SA @Greenbackd @FinanceGhost @smalltalkdaily Any reason why no CML? Tax issue impacted interim divi but going forward DY > PE by a long way

[JSECracker @JSE_Cracker]

@davideborall That business needs debt to be rolled to survive

[JSECracker @JSE_Cracker]

@FinanceGhost This tweet aged spectacularly well 😂

[JSECracker @JSE_Cracker]

@OTMPut @hazelwood_dave Agreed listed locally

[JSECracker @JSE_Cracker]

@hazelwood_dave Issue is Terry would get the MPT shares if they unbundled, so I don’t think they do that. More likely to sell for cash

[JSECracker @JSE_Cracker]

@FinanceGhost You missing the big picture. Des owns shares, and Lighthouse owns a ton of which he owns too. It’s not a random 4% stake, it’s his own power play

[JSECracker @JSE_Cracker]

@FinanceGhost Working out nicely in the short term!!!!

[JSECracker @JSE_Cracker]

@FinanceGhost Premium rating gone forever. So WBC and Nutun on a 10x still only gets you to 13 bucks a share, and that’s without support for SA Taxi, which is inevitable. Holdco geared to the hilt atm as well

[JSECracker @JSE_Cracker]

@hazelwood_dave Agreed, good flag in December

[JSECracker @JSE_Cracker]

@sharetwits Is this your only trade? Seems like you post about it fairly often.