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ACT at 77c is pricing in serious structural headwinds. the healthcare play has merit but you're fighting a currency drag, a thin trading book, and execution risk that makes the dividend yield look deceptive until management proves they can grow revenue without burning cash.
ACT sitting at R0.78 is tough to justify when you look at the admin fees they're pulling in, margins are getting squeezed harder each quarter. Healthcare admin in SA is a grind, but at least they've got some recurring revenue from the schemes. Long way down from where it was, question is whether the business actually turns it around or just keeps leaking.
Act sitting at R0.78 and healthcare admin plays in SA are getting crushed. Revenue dropped last cycle and debt's still heavy, compare that to other service stocks and this one's not moving. Unless they sort the operational side out the chart's just gonna keep getting shaken down by weak hands, nothing to write home about here.
Pulled the latest SENS. Healthcare admin space is rough right now, but ACT's still standing.
act sitting at r0.90 is decent value if they can actually get the collections side sorted. healthcare admin is boring but ngl the margin on that stuff when it works is lekker. question is whether they've got the discipline to stop bleeding on the bad contracts.
ACT at R0.90 is looking thin on the valuation side if you believe the healthcare admin story here. Been gobbling them up sub R1.00 because the rand weakness alone should filter through to their international revenue streams over time, and locally the schemes business doesnt disappear just because sentiment is rough. Not selling at these prices, good entry for patient money.
Good Morning Everyone. ACT closed R0.90, market cap sitting around 1.8bn rand. Healthcare admin space is tight margins but if they can grow patient volumes and lock in medical scheme contracts the upside could be decent. Share count stable around 2bn, so no dilution headwind at least.
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.
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.
Current R 0,77 — 50% of range
Fundamentals sourced from JSE disclosures. Updated quarterly.