📊 Ratings Tracker

15 companies rated · Total return since review · Ghost Mail comparison · Updated daily

Ticker	Company	TT	Since	Total Return	Ghost
APF	Accelerate Property	BEARISH	31 Jul	0.0%	NEUTRAL3 Aug
HCI	Hosken Cons.Inv.	NEUTRAL	4 Aug	+2.3%	NEUTRAL27 May
HLM	Hulamin	BULLISH	3 Aug	+13.7%	NEUTRAL3 Aug
JSE	JSE Limited	BULLISH	4 Aug	+2.5%	BULLISH5 Aug
LSK	Lesaka Technologies	BULLISH	4 Aug	+7.4%	BULLISH8 May
MTA	Metair Investments	NEUTRAL	4 Aug	+0.6%	BULLISH4 Aug
NED	Nedbank Group	BULLISH	4 Aug	+7.0%	BULLISH22 Jul
OAO	Oando Plc	BULLISH	4 Aug	-3.7%	BULLISH7 Jul
PMV	Primeserv Group	BULLISH	31 Jul	+9.3%	—
RDF	Redefine Properties	NEUTRAL	4 Aug	-0.6%	—
SBP	Sabvest	BULLISH	5 Aug	+1.8%	—
SOL	Sasol	BULLISH	5 Aug	-1.4%	BULLISH22 Jul
SPG	Super Group	BULLISH	5 Aug	+6.1%	—
SSS	Stor-Age REIT	BULLISH	31 Jul	-1.6%	BEARISH18 Jun
TKG	Telkom	BULLISH	3 Aug	-2.0%	BULLISH4 Aug

Total return = (current price − review price + dividends) ÷ review price. Source: Yahoo Finance. Updated daily.

🔍 Ghost Mail vs Ticker Talk

✅ Agreements (7)

TKG, NED, JSE, LSK, OAO, SOL, HCI — same direction. Common themes: recovery stories (SOL), quality operators (JSE, NED), turnarounds with momentum (TKG, LSK).

⚠️ Disagreements (3)

MTA — Ghost BULLISH, TT NEUTRAL. Different conviction levels.
HLM — Ghost NEUTRAL, TT BULLISH. Process complaint vs. substance.
SSS — Ghost BEARISH, TT BULLISH. Different events (UK weakness vs. SA acquisition).

💡 How performance is calculated

Total Return = (Current Price − Review Price + Dividends Paid) ÷ Review Price

Data: Yahoo Finance (.JO tickers). Review price = closing price on the day the SENS was filed. Current price = latest available close. Dividends = all cash payments between review date and today.

Refresh: Every morning when Ticker Talk runs, all performance figures are recalculated with fresh prices.

Note: Short timeframes (< 1 week) produce noisy data. Returns become meaningful after 2+ weeks.