Micro & Nano Cap Equity Analyst, with many non finance interests. Co-Founder of 2 humans. Also found at @cmicrocaps
Stellenbosch, South Africa
Joined May 2012
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Mark Tobin 🇮🇪🇿🇦 retweeted
Dont forget to join us for the webinar tomorrow morning. $IMB & $PCK are on deck for this one. #asx #microcap
Many thanks to @DMXAsset for sponsoring the event.
Mark Tobin 🇮🇪🇿🇦 retweeted
Sygnia $JSESYG : CEO Magda Wierzycka already owns 43% of Sygnia (worth R2.2bn) and collects massive dividends.
Now she wants to hand out R600m in 1c shares to herself and the executive team.
And if shareholders question her, she's hinting that she might leave as CEO.
Mark Tobin 🇮🇪🇿🇦 retweeted
💡And with #CalgroM3 releasing results today, this week's #UnlocktheStock is a great opportunity for retail and other investors to gain insight into the group and ask management questions. There's still time to RSVP.
@FinanceGhost @CMicrocaps
🙌 RSVPs are now open for our session on 22 October with #CalgroM3, the property and property-related investment company. We're delighted to have the team back on #UnlocktheStock!
🔗unlockthestock.co.za/event/c…
🕛 12 pm, Thursday, 22 October
@FinanceGhost @CMicrocaps @lumiglobal
De Beers is dead🤣 computer chips 💻 are the new diamonds 💎 @FinanceGhost @SimonPB
Chinese bride gifts the groom a Nvidia $NVDA GPU worth $12,000 for their wedding day.
This is what true love looks like.
Mark Tobin 🇮🇪🇿🇦 retweeted
African equities are offering compelling returns and demographic growth that many investors overlook.
Here is why it might be time to look closer to home: fm.co.za/art_01a0f748a74b724…
Not even R16b traded on the JSE today. That’s low considering all other major international markets were open today.
Mark Tobin 🇮🇪🇿🇦 retweeted
Despite a huge trading update and strong global operations, tech-savvy supply chain group Santova Logistics remains an underappreciated gem on the JSE.
Read more by @MarcHasenfuss here:
fm.co.za/art_01a10c27add4747…
My article for the FM last week.
Tired of waiting months for dividend payouts? Here are some top global stocks and ETFs offering regular monthly income for South African investors.
fm.co.za/art_01a0ce9aaf39747…
'David Jones’ lender lines up advisers for early-stage insolvency prep'
'According to people briefed on the matter who spoke on condition of anonymity because they had signed non-disclosure agreements, British turnaround specialist Hilco Global, David Jones’ primary lender, has lined up specialist restructuring firm McGrathNicol and Clifford Chance to commence early-stage preparations for an insolvency' #ausbiz afr.com/street-talk/david-jo…
Mark Tobin 🇮🇪🇿🇦 retweeted
A quote from the Coffee Microcaps Conference yesterday was that Koala 🐨 Ltd $KOA described as “imagine if Nick Scali and Temple and Webster had a baby” are now presenting at the ASX Smid conference
Mark Tobin 🇮🇪🇿🇦 retweeted
Many thanks to everyone who joined the Coffee Microcaps Sydney Conference yesterday it’s always great connecting in person. Especially those who came from Melb, Brizzy, Newcastle, Canberra.
I am attending the ASXSmid conference today in Sydney so say g’day if you see me there.
Mark Tobin 🇮🇪🇿🇦 retweeted
A few tickets remain for tomorrow's Sydney conference, available via Humanitix: lnkd.in/djx7uJBd. #asx #microcap
Many thanks to our conference sponsor, @DMXAsset, for their support.
Eish security at CPT airport has crazy long lines.
If you are flying in the near future guys come early!!
@Airports_ZA sort out your staffing levels.
An immigration lines take twice as long as security. @geordinhl aren’t there supposed to be extra staff at the airport?
Mark Tobin 🇮🇪🇿🇦 retweeted
The optimal portfolio of the last 54 years had 36% U.S. housing. Run the same optimizer only through 1998 and U.S. housing doesn't appear at all.
My latest on the best portfolio over the last 50 years (and why it's an illusion): ofdollarsanddata.com/what-wa…
What does this mean for UK pension funds trying to match up future liabilities to future cashflows?
Bank Of England To Stop Selling 20- And 30-Year Gilts As Yields Soar zerohedge.com/markets/bank-e…
