Afrocentric Inv CORP (JSE: ACT) share price, discussion & sentiment

not sure about this one tbh, the healthcare admin space is crowded and act's been quiet on revenue growth. at r0.78 what's the actual case here beyond the nxt earnings call

Good Morning Everyone, ACT closed at R0.78 yesterday. Market cap sitting around R385m which is pretty lean for a healthcare admin play. Company's been under pressure but the institutional holdings haven't moved much, suggests some folk still see value in the healthcare services angle long term.

acт still stuck under R0.80, healthcare admin space is rough with all the scheme changes. where's the revenue growth coming from, medical aids aren't exactly throwing money around right now.

Spent some time on ACT's last results ngl, admin costs are heavy

ACT sitting at R0.95 is pretty rough mate, healthcare admin plays should be worth more than this if they're actually collecting receivables properly. Problem is nobody knows what's actually happening in their books anymore, last sens was ages ago. Gonna be shocked if this bounces without some proper communication from management about cash flow.

act holding at r0.95 but healthcare admin plays in sa just aren't moving. margins got squeezed last couple years and med aid schemes keep pushing back on rates, hard to see what catalyst gets this going again unless something structural shifts with admin consolidation or they land a major contract

Not sure about this one tbh. Healthcare admin play sounds decent on paper but where's the revenue growth to justify holding at R0.95? Do you reckon they need a major contract win or are we just waiting for a SENS announcement that never comes.

ACT sitting at R0.95 is weak hey, healthcare admin should be printing money with all the medical scheme chaos but balance sheet looks thin. ngl if they can't turn things around in next 2-3 quarters this one's a slow bleed, Aspen and Life have way more meat on the bone.

act closing at r0.90 is rough, healthcare admin names have been under pressure lately. need to see the next sens filing to know if theres any actual improvement in revenue or collections, otherwise hard to justify holding at these levels when theres better managed healthcare plays out there.

ACT sitting at R0.90 is ridiculous for what theyre doing in healthcare admin. Margins got hammered but the business model is solid, thats not going away. Good day to top up if you believe in the sector long term, not a timing thing.

ACT getting absolutely smashed lately and honestly the healthcare admin space is brutal right now. Problem is they're dependent on medical scheme stuff which is just contracting, not growing. At R0.90 you're basically betting on a turnaround that i'm not sure is coming. Gonna be shocked if this bounces without some real operational change.

ACT's been beaten down but the healthcare admin play in SA is still relevant, load-shedding chaos or not. Comparing to what Netcare's admin divisions pull off, there's real structural demand here that doesn't disappear when sentiment turns sour. At R0.90 the downside risk feels priced in already, positioned perfectly for anyone with a three year view.

Picked up some ACT at R115 today after that 4% dip, hoping the healthcare story stays strong even though it's been a rough day.

Why is ACT just sitting flat at R120 when healthcare stocks are supposed to be doing well? Should I be jumping in or is there something I'm missing about this company?

ACT's 4% pop today cuts through the healthcare sector noise while peers like Mediclinic and Netcare are consolidating their recent gains. The stock's outperformance suggests selective appetite for the pure-play pharma distribution play, especially given the sector's structural ta

ACT's 7.5% pop to R129 is noteworthy given the healthcare sector's recent malaise, but I'd want to see this reflected in underlying fundamentals before getting excited. Against peers like Aspen and Mediclinic, ACT trades on a tighter multiple but carries higher execution risk on

ACT sitting at R120 today after that small dip, but I'm wondering if anyone else sees healthcare as the growth story for us in South Africa? Does anyone hold this one and reckon it's worth building a position?

ACT just jumped 20% to R90 today, which is lekker to see in the healthcare space. How is this comparing to other medical stocks like Aspen or Life Healthcare right now, does anyone know?

ACT jumping 9.46% to R81 today - healthcare stocks finally catching a bid. Question is whether this holds or we see profit-taking into the close.

ACT jumping 9.46% to R81 on healthcare optimism, but wondering if this holds or we're just chasing yesterday's momentum.