ngl think 4SI is actually cheap at R0.80 if they can get their software contracts to stick around longer, t…by @jozi_janet on $4SI

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