At half-year 2025 or month six my @smalltalkdaily Top Stocks of 2025 still shows a mixed bag compared to the scenario when they were finalised in late-December 2024 From its worst -9.99% in April, its continued to improve to -3.67% in May and now -2.19% in June but still lags the benchmark indices I track Year-to-date the JSE Small Cap Index is 1.48% and Mid Cap 7.88% (but) all the action remains in the heavyweight also which is YTD 15.97% since point of selection In the month of June, The Small Cap 1.4% The Mid Cap 1.9% ALSI 2.2% Of the selection, Best performers $JSEPPC PPC Group 10.5% $JSENPK Nampak 7.8% $JSECSH Cashbuild 6.9% $JSEKAL KAL Group 5.8% $JSERBO Rainbow Chickens 4.0% Worst performers, $JSEHCI Hosken Consolidated Investments -8.8% $JSECMH Combined Motor Holdings -7.8% $JSERFH Rhodes Foods Group -6.8% $JSEGND Grindrod -5.9% $JSEADH ADvTech -1.7% Still another six months to go so, I await to see where the performance ends. June was a wild ride

Interesting industry comment from $JSECSH Cashbuild on DIY/building sector in new Q3 period Cement (-19% in Q2) falling further into early Q3 Bricks (-14% Q2) improving to -7% Q3 Paints (-5% Q2) falling to -6% Q3 Total openings (-10% Q2) marginal uplift Q3 Steel (-12% Q2) 8% Q3

Perpetually under-performing $JSECSH gets an offer to buy-out minorities from ARC for 35 cents Best news in this stock in ages Told CEO Pieter Dry (when stock listed) they were not ready to list & should not have given liquidity structure It's been a dog of a stock since IPO

More finger trouble OR just panic selling? $JSECSH Cashbuild plunged to R70.00 mid-morning -45% from opening .... now back to R125.00 The stock has fallen -50% since Nov 19 Mark my words (when) JSE calms the F-down (Taylor Swift) there be some great LONG-TERM BARGAINS TO BUY