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4SI is getting hammered on noise but the fundamentals haven't changed that drastically in one day. At these levels the risk reward actually favours a bounce, especially if they can show some revenue traction in their next update.
4SI still trading on fumes at R0.80, but the software services side actually generates decent recurring revenue. Thing is, the market's forgotten about them, which means when earnings pick up or they land a decent contract, could have real upside here. Patience looks like a good idea, catalysts moving forward.
Been holding 4SI since the R1.20s, not losing sleep at R0.80. Tech services plays like this take time, look at how long Altron took to rebuild. If they're still landing contracts and cash isn't hemorrhaging, the market's just being moody.
4SI been quietly rebuilding the balance sheet while the broader tech space got hammered. At R0.80 youre paying peanuts for a company actually turning cash positive on the ops side. software outfits that can do that without selling their grandmother tend to stick around, unlike the zombie plays everyone chases.
ngl think 4SI is actually cheap at R0.80 if they can get their software contracts to stick around longer, the recurring revenue side is where the real money is and they're nowhere near saturated in SA yet compared to the big internationals. long game for me but the fundamentals on services margin are tightening which is the only thing that worries me tbh
reckon the margin expansion in the last results was the real story, not just the revenue bump. if they can keep that going while actually growing the client base instead of just sweating existing ones, R0.80 looks properly cheap on a forward earnings basis. problem is whether they've got the sales muscle to pull it off or if this is just cost cutting masquerading as efficiency.
4SI at R0.80 is pretty cheap if they can actually turn the software services division around. Been bleeding cash on that side but the consulting book looks solid enough to keep lights on. Stuff like this needs patience though, not a quick flip.
Pulled the latest results. Software division holding up ok actually.
Reading the latest SENS on cash position, 4SI sitting on R2.3m liquid but revenue's been flat for three years. Enterprise software play isn't working if they can't grow the top line, feels like dead money at R0.78 unless management actually executes on the consulting pivot they mentioned.
interesting numbers on the last results, revenue holding up but that gross margin squeeze is real. at r0.78 the market's pricing in a fair bit of pessimism on the turnaround, fwiw. software services in sa are brutal right now but if they can stabilize costs over next two quarters could be worth a nibble for patient holders.
4SI's dividend yield sits around 4.2% at current levels, but I'm concerned the payout ratio has been climbing steadily. Has anyone done a deep dive on whether management can sustain distributions if revenue growth continues to stall in the software services segment, or is this yi
4SI trading flat at R69.00 feels like the market hasn't priced in the governance concerns flagged in their latest SENS disclosures around board independence and audit committee composition. Tech firms with weak oversight structures typically face margin pressure and regulatory he
4SI taking a knock today at R69.00, down 2.82%, but comparing it to Mediclinic and Life Healthcare, the tech enablers in healthcare tend to get overlooked when the macro turns nervous. The real play here isn't the daily volatility but whether private hospital groups keep investin
4SI up 1.52% today, ja nee. Is this tech stock finally finding its feet or just a small kick up the field before the next dip?
Loaded another tranche of 4SI at 69 bucks today after my logistics contacts flagged that their cloud infrastructure orders for Q1 are tracking 18% above last year's comparative period, which suggests margin expansion is coming through in the next results cycle.
4SI's 7.69% pop to R70.00 is interesting given the tech volatility, though without visibility on earnings trajectory or cash generation metrics, I'd need to see whether this move reflects genuine value creation or just sector rotation momentum.
4SI up 1.56% today at R66 is lekker to see, but I'm still learning what this tech company does exactly. Anyone here know if it's worth getting into or should I stick to mining stocks?