Technology

fwiw the telco services space here is brutal, but HUG's margins on managed services are actually decent if you look at the EBITDA conversion. Problem is they're still fighting for contract renewals in a market where corporates are cutting capex hard. Imo the swing is whether they can hold their customer base through the next cycle, not revenue growth. Could be wrong but at R1.20 some of the downside risk is priced in.

HUG needs to stop chasing everything and land one proper enterprise contract, nah. At R1.20 the story's priced for zero growth, which is fair given they're still scrambling for traction in the telco space. Let's get a contract, once the deals start, then it will run, simple as that.

R2.40 within 18 months. Positioned perfectly.

SEP's 8% pop on the trading statement release caught my eye, but I'm holding tight to see what the actual earnings numbers look like before chasing it up from R2.00 because tech valuations can turn quick.

MTN's barely budging today at R227.14, which is fine given the broader macro headwinds, but I'd want to see some volume coming back before getting excited about any real recovery here.

been through the last couple of sens releases on huge, revenue's pretty flat while costs keep climbing. the managed comms space is tough right now, everyone's getting squeezed on margin. unless they actually land some proper enterprise contracts or get the cloud side moving, hard to see the catalyst here at r1.20.