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
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
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…
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…
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.
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…
Mark Tobin 🇮🇪🇿🇦 retweeted
I'm no Jim Grant, but interest rate cycles tend to go in long, secular trends, and a very long one ended a few years ago.
A lot of people confused brains with a bond bull market.
Mark Tobin 🇮🇪🇿🇦 retweeted
Tickets for the Coffee Microcaps Sydney Conference happening on Tuesday, 22nd of September, are on sale via @humanitix_team. #asx #microcap
Many thanks to @DMXAsset for sponsoring the event.
@evehealthgroup @raizaustralia @SwiftNetworksAu @nobleoaklife @ImmuronLtd
Mark Tobin 🇮🇪🇿🇦 retweeted
Small technology specialist PBT Holdings has seen a pleasing return to growth after a few years in the doldrums.
The improved financial 2026 results point to a broader trend hopefully emerging in the professional IT consulting space.
financialmail.businessday.co…
Mark Tobin 🇮🇪🇿🇦 retweeted
More than 360,000 margin accounts were forced into liquidation in Korea, per Citi.
62% of those wiped out were reportedly under the age of 35.
Mark Tobin 🇮🇪🇿🇦 retweeted
The New York Knicks went 53 years without an NBA championship. Arsenal waited 22 years to lift another Premier League trophy.
But Mayo's All-Ireland title win in Gaelic football blew this year's high-profile sporting exorcisms out of the water.
Entering the Boston Red Sox’s “Curse of the Bambino” territory, Mayo went 75 years without success, losing 11 finals after an Irish priest supposedly condemned the team's celebrations following their 1951 title win.
nyti.ms/4vVVqVs
Mark Tobin 🇮🇪🇿🇦 retweeted
For those familiar with The Motley Fool and their investment process and philosophy, there’s nothing particularly new. But it does a great job of codifying and distilling their investing philosophy and strategy into an easy-to-follow guide for those new to their way of doing things.
financialmail.businessday.co…
Mark Tobin 🇮🇪🇿🇦 retweeted
The Coffee Microcaps webinar this Friday, 24 July, features #asx #microcaps @vnlasx $VNL & @JanusElectric $JNS.
Josh Simons from Vinyl Group 11:00am - 11:30am
Ben Hutt from Janus Electric 11:30am - 12:00pm
Registration is via the link us02web.zoom.us/webinar/regi…