Value+

Value investor

[Albie Cilliers @albie_cilliers]

Comparing @FourwaysMall from Accelerate Property vs @TheMallOfAfrica from @AttacqLimited, I just cannot see how they get to a value of R8.4 Bil, not even close . Would love to see some reasoned pushback to convince me otherwise. Latest projections point to a possible R350m NPI 12 months out which capitalized at a generous 8% only gets me to a R4.4 Bil valuation

[Value+ @Valu3plus]

@smalltalkdaily stadio?

[Value+ @Valu3plus]

@smalltalkdaily Thanks!

[Value+ @Valu3plus]

@FinanceGhost I enjoy your honest opinions. It looks like you now have commercial deals with some listed companies? Would you still give your honest (sometimes negative) view if premier was a paying customer?

[Value+ @Valu3plus]

@bensmithrugby Never thought of the ABs as a bunch of winers but wow

[Value+ @Valu3plus]

@keithmclachlan @Alf_Investor Howd your previous smallcap fund do? Something about throwing stones from glass houses applicable here? Also doesn't make sense to not use the full berkshire period since inception especially when comparing to a very cyclical asset thats just had a huge run.

[Value+ @Valu3plus]

@StockWaveNews Those EE fees dont look as cheap as one would think from their marketing
compared to "traditional" brokers

[Chapter11 @Chapter11Wealth]

$JSEBAC

Didnt age too badly

[Value+ @Valu3plus]

@WhitburnPaul Does their capital allocation track record fill you with confidence?

[Value+ @Valu3plus]

@Siddels1000 The share has gone nowhere since they listed in 2007. Levi brothers extracted huge salaries, nothing for shareholders. Cell C one of the worst acquisitions in JSE history and thats saying a lot. Dont understand why ppl keep giving the Levi brothers their money. Maybe dont like $

[Value+ @Valu3plus]

@ProteaAssetMgmt Why?

[Value+ @Valu3plus]

@MasterDaMarket My reply wasnt even to your santova post but thanks for getting AI to respond to me I guess.

[Value+ @Valu3plus]

@MasterDaMarket Whats the point of asking that question if you just getting AI to write your opinions for you? What retail peers are on 9% margin? Is a clothing retailer a peer? The problem is you not thinking

[Value+ @Valu3plus]

@MasterDaMarket AI slop

[Value+ @Valu3plus]

@cjpraat If EE really cared about the retail investor their mission wouldnt be to push them into individual stocks. If this was an etf company I would be OK with it but their whole purpose is BS.

[Christina @cjpraat]

Purple Group $JSEPPE is spending R177m ($10.75m) to buy Telescope AI which has a NAV of R5.3m and posted losses.

That's 7% of market cap for a startup that's bleeding cash... It feels like a rich premium?!

[SemiAnalysis @SemiAnalysis_]

One of the most underappreciated ways to play the AI semiconductor buildout may be through materials rather than chips themselves.

As the industry races to produce more advanced semiconductors, demand isn’t just rising for GPUs and wafer fab equipment, it’s rising for the critical materials that make modern chips possible. (1/6)🧵

[Value+ @Valu3plus]

@saylor You literally buy a shitcoin and chill what you mean you working?

[Christina @cjpraat]

Blu Label $JSEBLU is now down to R7.50

Since, August 2025 when BLU was sitting at R16, I was saying it was hyped up by a few portfolio managers.

Every time I posted they came after me.

I'm glad I spoke up anyway and hopefully it helped some investors avoid this train wreck.

[Value+ @Valu3plus]

@WhitburnPaul @coeus12345 Meren energy?