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
Congrats 👏 to Jack Austin from JC Equity for calling out @G8Education $GEM in our interview just last month.
$GEM secured a bid at a 160% premium today!! 🚀
Tells you a lot about where #asx #microcap valuations are currently and that outside actors are willing to pay up.
Jack Austin of JC Equity joined me for the latest edition of the Coffee Microcaps Fund Manager interview series.
We discussed 2 of the fund's current stocks @G8Education $GEM & Coast Entertainment $CEH #asx #microcap
Interview is on the YouTube Channel youtu.be/Hx8pi1s-wlk
How do you incorporate espionage and spying into your DCF model?
NEW: Nvidia CEO Jensen Huang admits to cheating on his wife two days after a report dropped that U.S. intelligence believes he had a relationship with a Chinese spy.
"I was unfaithful to my wife," Huang said in a letter to Nvidia staff.
"My actions hurt her and our children. There is no excuse for what I did."
"I love our country and our company, and I am committed to protecting Nvidia and supporting America's national security," he said.
The company has launched an independent investigation into Huang to determine whether he was the "target of a foreign intelligence effort."
The woman in question, alleged Chinese spy Alice Huang, is suspected of smuggling chips to China.
Photos show her with the Nvidia CEO, and she is accused of funneling information to Beijing.
I wonder will 🇿🇦 see the same seismic shifts across some of the municipalities and metros that we saw in the 🇺🇸 last night.
If nothing else it shows people’s vote 🗳️ counts and nothing is set in stone. #Election2026
Mark Tobin 🇮🇪🇿🇦 retweeted
Martin Filz, CEO of @Pureprofile_IR $PPL joined us for our latest webinar to talk through the Q1FY27 trading update.
The recording is now up on our YouTube channel.
Many thanks to @DMXAsset our event sponsor.
youtu.be/iXN-SEY5jI4
Mark Tobin 🇮🇪🇿🇦 retweeted
Microcap funds, I would say, are faring marginally better, and we haven't seen as many shut up shop.
As the institutional capital pool shrinks, engagement with retail shareholders, mums & dads, SMSFs & HNWs is more important than ever for ASX microcap/smallcap company boards.
At least 12 small-cap funds have been forced to close this year as persistent inflation and high interest rates continue to punish the smaller end of the market. afr.com/markets/equity-marke…
Have you got your @EasyEquities September statement yet?
@YoungInvestor03 @JuniorBuffett @JSE_Invest @GenZInvestor4 @madaboutmarkets @FinanceGhost
33%YES
67%NO
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Mark Tobin 🇮🇪🇿🇦 retweeted
Our next Coffee Microcaps Morning Meeting is happening this coming Friday, 30 October. We will be joined by @Pureprofile_IR $PPL for this Zoom webinar.
Thanks to our event sponsor, @DMXAsset, for their support. #microcap #ASX
Register below 👇
us02web.zoom.us/webinar/regi…
Mark Tobin 🇮🇪🇿🇦 retweeted
Financial Mail in South Africa recently ran an article featuring African Lions Fund.
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.
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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.
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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…
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