Remgro ($JSEREM) exchanging its 50% stake in Swiss-based Hirslanden for 50% interest in Medi-Clinic SA, taking it to 100% of MCSA. Based on 1H earnings seems it will add ~R350m annualised to REM’s earnings. Market gave transaction 👍 … REM ⬆️ 3.6% today ! IMO it earns a ✅ !!

$JSEREM today the stock pick of @SchalkLouw he likes RNI a lot too. 💯 agree, I like & own both, for diff reasons. More progress expected on Heineken & Maziv … if mkts remain sane then Remgro’s NAV to show ⬆️ in ‘26. Have commented a lot on Reinet … optionality in A-Alloc !

Looking at a few charts - $JSEABG - $JSEBHG - $JSERNI - $JSEREM - $JSEHAR These look like they can go higher !!

Absolutely. That has been a good indicator. (For $JSEREM it's the other way :-) for them you avoid the spin-offs at all cost)

Great day for Remgro $JSEREM shareholders, share price up over 4% on their results. Strong growth in earnings from a tough period last year. HEPS grew 39% y/y and intrinsic NAV 10.3% from June 2024. Dividend growth also strong, 20% to 96 cents.

For those still following: Remgro $JSEREM and Vodacom $JSEVOD have agreed to extend the long-stop date for the proposed fiber deal to 31 Jan. Vodacom plans to buy a 30% interest in Remgro's Maziv.

$JSERNI - Discount to NAV must be around 35% … Fed PE is 6,2 and DY now around 2% roughly. Anchor have a R590 TP ( circa 27% upside). Stock has completely underperformed BTI ( is 22% of NAV) of late. $JSEREM - Another one to watch!

Decent close on REM - Remgro $JSEREM

The JSE is loving the new SA cabinet announcement. The rand bouncing across the R18 level (currently just above). ALSI sitting at 1% after a strong day on Friday. Financials benefitting the most with the FINI15 up over 2%. Liking the Remgro $JSEREM move ( 5%).

I wrote this comment on $JSERBO Rainbow Chickens in a two-page feature on food for the April edition of @FinancialMail Investors Monthly With #RBO listed today and $JSEREM Rembrandt owning 80% of #RBO...will #REM want to own such a large stake in #RBO longer-term....I think not Will my speculated permutation transpire in #RBO #REM #PIC ???

Recap of our “ LIVE EMAIL” calls I put out for the week: $JSEREM - stock up 4% since Entry. Targets hit $JSETFG- Stock up 15% from Supertrend call. Targets hit. $JSEFSR - Stock up 11% since Entry. Targets hit. $JSEOMU - stock up 7.5% since Entry. Targets hit.

$JSEREM Remgro - Breakout from bullish reversal pattern targets 130 & 135. Sop loss = a daily close below 120.

New 52-week low for investment holding company blue-blood $JSEREM Rembrandt Down -4.79% in huge volumes of 4.8 million shares or 336% normal daily volume How the mighty have fallen despite all the "restructuring" Where too from here for the Meneer of the Dorps ? Stock back to 2012 levels

Damn Remgro (#JSEREM) really played themselves w that Heineken deal 😂

Remgro $JSEREM plunged 6.85% today on its horrible trading update yesterday at 17:30. Biggest 1 day drop since April 2020. REM expects HEPS to decline 35% - 45% for the interim results. Stripping out the impact of corporate actions, HEPS expected to decline 8% - 15%.

Like this one Jaco, i spotted the IHS on hourly on Friday . #JSEREM

Thought I’d rock up to the $JSEREM Rembrandt AGM & see what the big man had to say to the assembled So many dark tinted luxury vehicles parked at Lord Charles Hotel & security in suits …. you’d think a small country African potentate was staying here

Frustrating when this happens, stop a bit too tight. Luckily caught some of the move intraday. #JSEREM

Check out my #JSEREM LONG idea on @TradingView: tradingview.com/chart/REM/yF…

$JSEREM Remgro cut to HOLD at Investec, PT R146 Over the last 21 months analyst has rated Remgro Hold once and Buy once with the stock up 22% during periods rated Buy and falling 9% during periods rated Hold.