Advtech (JSE: ADH) share price, discussion & sentiment

Took a punt on ADH at 46 after the latest results showed revenue holding steady, but the margin compression is a bit eish so I'm only half-sized and will reassess if it dips to 44.

ADH up 1.79% today but I'm not convinced. The education sector's still under pressure from load-shedding and weak consumer spending, so this bounce feels like a dead cat rather than a real recovery signal.

ADH sliding 1.16% today, nothing alarming at these levels given the education sector's headwinds. Revenue growth has been patchy lately so need to see earnings confirmation before getting excited, but the dividend yield still offers something if they can stabilize operations.

Been reading through their latest results. Balance sheet's holding up ngl.

ADH's recovery play is actually compelling here

ADH needs that Springbok resilience, long way to go yet

Advtech sitting at R46.10 and the schools business is steady but it's the tertiary side that needs to fire. Get some real enrollment growth numbers and watch this move, the private education space isnt going away in SA. Let's get a contract, once the deals start, then it will run, simple as that.

ADH up 2% today but still trading well below the 52-week high. Anyone else concerned about the education sector headwinds, or are we underestimating the recovery potential in their international operations?

after reading the second document, what anyone should read is the enrollment growth they're flagging for the tertiary division. that's where the margin sits. schools division is mature but steady, tertiary's where the multiple expansion could come from if they actually execute. R43.50 feels fair value for now but depends entirely on whether those pipeline numbers hold up.

Do you think the school closures during load-shedding actually hurt their per-pupil economics, or is tuition holding up anyway. Haven't seen them address that properly in their updates.

Schools biz is counter-cyclical to economic stress, people still pay fees even when rand gets hammered. ADH sitting at R43.50 with decent cash generationm, reminds me how Curro held up better than the broader market in 2020. Long term holder here, enrollment numbers matter more than monthly sentiment swings.

Reading the latest results, ADH balance sheet actually looking decent

ADH pushing above 43 rand on modest volume today, but I'm curious what's actually driving this given the education sector headwinds. Is anyone here seeing enrollment recovery signals or is this just technical bounce?

ADH down 0.39% feels like panic noise rather than fundamental deterioration. the education space is restructuring but their revenue growth trajectory and dividend yield suggest the market is pricing in worse outcomes than what's likely to materialise.

ADH sitting flat at R4357 today but I'm thinking about the bigger picture here. Education stocks can be lumpy with results but if they nail their growth strategy over the next couple years, this could compound nicely for patient investors like me.

Just noticed ADH dropped 1.45% to R4357, should I be worried or is this a buying opportunity? 🤔

ADH down 1.45% to R4357 isn't moving the needle much for me compared to the education sector's broader headwinds. Pearson trades on 18x forward earnings with better international diversification, whereas Advtech's domestic exposure and P/E compression suggest the market's pricing

ADH taking a knock today at R4387 but I'm wondering if the market's being too harsh on education plays given the structural tailwinds in private schooling uptake. Anyone tracking their enrollment numbers and fee inflation trends, or is the consumer weakness just too much headwind

Dumped half my ADH position at R4500 last week thinking it was overcooked, now it's down another 1.48% and I'm kicking myself because I probably sold at the worst time like always.

ADH's down 0.75% today but the real question is whether education services are pricing in the structural shift to online learning. At current levels we're looking at a business facing margin pressure from competition and changing consumer preferences, which makes the valuation ha