Mark Narramore

@JohannBiermann1 Most of the big coffee brands have raised their prices to catch up to the existing coffee price to manage their profitability (higher sales and lower % margin) and some have even taken the pain (to gain market share like illy have). Coffee producer decision vs retailer.

@marknarramore1 My question stands though, at what level do you see movement on the retail end? What kind of time lags etc do you expect?

Anyone in the coffee industry seeing this actually happen? How much further should coffee fall for consumer to see the effect?

@SashtonSean Hey Sean, If you have not already listened, Sam gave a great interview on TED about three weeks ago on this topic: youtube.com/live/5MWT_doo6…

We are going to be hearing a lot more about “AI agents” in the coming years. Everyone will land up having their own personal assistant doing work for them. Likely to be tantamount to a massive expansion of the effective workforce without any more human workers. There is likely a productivity explosion ahead of us!

Another good weekend for SA sport 🇿🇦🇿🇦🇿🇦

@Unspoken_Echoes 042

Can you Crack this?

Great note on spin-offs on the JSE.

South Africa 🇿🇦 gets a medal in the 4x100m relay. Simbine gets his medal ❤️!

Global macro week in charts (1/20)

Trump 2.0 would not play out like Trump 1.0 in markets ft.com/content/0aca45… via @ft

Great H2 outlook from BATs

@DilBradly @LT_Investor_SA UK is irrelevant for BAT, and I don't think Allan Gray would move the price vs. global investors. Too cheap and technicals looking better with a golden cross + other tobacco players hitting 52 weeks highs.

@LT_Investor_SA Allan Gray adding … also saw UK want to clamp down on smoking …choose your story :)

Is this what’s behind recent ⬆️ price trend in BTI, or impact of buy-backs ?

@ElonMNews Yes

Don't miss this 28-minute masterclass by Aswath Damodaran if you're into investing: 👇 Save it for later🔖

Today, FDA issued marketing granted orders to NJOY LLC for four menthol-flavored e-cigarette products. All tobacco products are harmful and potentially addictive. Those who do not use tobacco products shouldn’t start. fda.gov/news-events/pr…

@mommy_moneyza Grocery shopping is cheaper in France (some of their food is subsidised though).

We are catching up to Europe. I bought 6 large eggs @ R40 at a grocery store. 6 large eggs at Woolies costs approx R30. In Greece, food items are at 13% VAT and discretionary items attract 24% VAT. Cars are cheaper to buy here vs SA

USDZAR about to go below R18...

@CAPITALSIGMAza Need to convince the foreigners more importantly:)

@marknarramore1 Please can you tell all your compadres to rebuy SA again. 🙏 Rebuy what they so violently sold off brainlessly last 18 months.

South Africa may have had the most positive election outcome in the world this year (from a market friendly perspective). Who would have thought?

@tobaccoinsider ITC hotel proceeds add more money in the pot?

BAT: Share buy-backs $bti $bats - Shares to be purchased everyday except for a few exceptions - 2024 Program will last until Dec 31 (£700Mn budget to be used accordingly) - Trading volume may differ substantially (don't extrapolate the current/past purchasing rates) No comment on possible budget expansion