Smalltalkdaily Research ✓

@smalltalkdaily · Cape Town, South Africa · joined 07 Nov 2018

Market loving, 32yr veteran JSE equity analyst covering swathes of small-to-mid cap industrial, agricultural & food stocks. Independent & just giving my opinion

25 225Followers

321Following

39 447Posts total

20.7KViews on collected posts

Son gönderiler

Smalltalkdaily Research ✓@smalltalkdaily11 Sep

The J357 Food Producers Index taking a pounding year-to-date down -20% with all the stocks lower apart from $JSEPMR Premier Group which is just holding its own in positive territory but performing better than all its comparatives I don't think 2027 will be pretty withenr given h

981 views · 5 likes · 1 reposts · 0 replies Open on X →

Smalltalkdaily Research ✓@smalltalkdaily11 Sep

$JSELBR Libstar at a new 52-weelk low trading at 326 cents back to levels last seen in March 2025 when at results it put the "for sale" sign up on the front door and the stock rallied to the 450-460 cent level That cautionary was withdrawn in September 2026 and #LBR has drifted

1.1K views · 5 likes · 1 reposts · 0 replies Open on X →

Smalltalkdaily Research ✓@smalltalkdaily11 Sep

New 52-week low for $JSECSB Cashbuild at R96.46 -4.97% Price is now back to levels last seen in September 2011 - 15 years worth of market value vanished As I wrote on September 3rd - in my review of YE2026 results "Thus, as I wrote on recent commentary, #CSB may be -75% off h

1.6K views · 9 likes · 2 reposts · 0 replies Open on X →

Smalltalkdaily Research ✓@smalltalkdaily11 Sep

More sweet news for $JSERCL @RCLFOODS where sugar soured the last rescues but will certainly sweeten the next set of earnings if sugar holds 1.5K views · 10 likes · 0 reposts · 0 replies Open on X →

Smalltalkdaily Research ✓@smalltalkdaily8 Sep

It's been a brutal year for investors in the J357 Food Producers sector as the chart I show indicates. Only $JSEPMR Premier Group is in the green Today, small cap food producer $JSELBR Libstar issued H1026 results and they were a mixed bag but well-articulated that interim https

3.8K views · 9 likes · 0 reposts · 2 replies Open on X →

Smalltalkdaily Research ✓@smalltalkdaily3 Sep

Was on the $JSECSB Cashbuild FY2026 results webinar earlier and I have a management meeting later today Results again showed how challenging the market is and the first seven weeks of the new financial year has shown some downturn (weather related) Revenue R12.1 billion (+6%) h

3.3K views · 10 likes · 2 reposts · 0 replies Open on X →

Smalltalkdaily Research ✓@smalltalkdaily29 Jul

@smalltalkdaily @FinancialMail Keep up the good work, years of consistent quality.💪 2 views · 1 likes · 0 reposts · 0 replies Open on X →

Smalltalkdaily Research ✓@smalltalkdaily10 Jul

@smalltalkdaily @FinancialMail Slam dunk decision well deserved Congrats once again 54 views · 1 likes · 0 reposts · 0 replies Open on X →

Smalltalkdaily Research ✓@smalltalkdaily10 Jul

@smalltalkdaily @FinancialMail Congratulations 🥂 42 views · 1 likes · 0 reposts · 0 replies Open on X →

Smalltalkdaily Research ✓@smalltalkdaily10 Jul

Always very grateful & thankful for the years of support from institutional clients who have voted @smalltalkdaily No.1 Small Cap analyst of the year in the @FinancialMail awards The latest 2026 FM awards is added to my home office shelf Consistency and diligence to my sector

8.3K views · 25 likes · 0 reposts · 5 replies Open on X →

Aynı büyüklükteki hesaplara karşı

Son 90 güne ait 10 gönderi, 10K–100K takipçi aralığıyla yan yana. geniş kitleye gösteriliyor, ama izleyenlerin azı tepki veriyor.

Medyan görüntülenme1 296bu hesap95510K–100K için medyan

Erişim, %5.14%bu hesap3.52%10K–100K için medyan

Etkileşim, %0.64%bu hesap1.56%10K–100K için medyan

Ölçüt	Bu hesap	10K–100K için medyan	Oran
Gönderi başına medyan görüntülenme	1 296	955	1.36×
Erişim (görüntülenme ÷ takipçi)	5.14%	3.52%	1.46×
Etkileşim oranı	0.64%	1.56%	0.41×

Bu aralıktaki diğer hesaplar → Başka bir hesapla karşılaştır → Bu kıyas değerleri nasıl kuruluyor →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

8.3K10 Jul

229 Jul

3.3K3 Sep

3.8K8 Sep

1.5K11 Sep

1.6K

1.1K

981

Last 10 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.36%10 Jul

2.38%

1.85%

50.00%29 Jul

0.37%3 Sep

0.29%8 Sep

0.67%11 Sep

0.69%

0.54%

0.61%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.56%.

What the audience does

Likes84.4%76 in total

Reposts6.7%6 in total

Replies7.8%7 in total

Bookmarks1.1%1 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Son gönderiler

Aynı büyüklükteki hesaplara karşı

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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