Advtech LTD

Still holding Advtech LTD (ADH) from when it was at R3038.40. Not selling here.

ADH's valuation at R4220 remains stretched relative to its dividend growth trajectory, and I'm concerned about whether the education services sector can sustain the earnings momentum needed to justify current multiples while maintaining dividend cover above 2x. The real question

ADH sliding 1% today, but education services aren't really my lane since I track food and groceries where volumes tell the real story. That said, consumer discretionary pressure across the board suggests input cost headwinds are hitting broader than just staples, which keeps me c

ADH's creep higher to R4265 ignores the structural headwinds battering private education: declining enrollment trends, margin compression from wage inflation, and deteriorating asset quality in their property portfolio signal a valuation disconnect. The 0.83% pop today appears to

ADH down 1.58% but the sell-off looks mechanical rather than fundamental. Haven't seen material deterioration in their education unit economics or NIM compression that would justify multiple contraction at these levels, though I'd want to see Q3 cash conversion and working capita

ADH down 1.58% today to R4230 but honestly the education space is still growing long term, even if these dips mess with my head when I'm trying to time entries. I keep telling myself to just buy and hold instead of waiting for the perfect price.

ADvTECH at R4354 is basically treading water on a macro pullback—the education services play is solid but faces headwinds from load-shedding disrupting learning centres and middle-class spending tightening. Long-term, the portfolio (Lyceum, Curro, etc) needs to prove enrolment gr

ADH up 1.06% to R4305 while Curro's been flat—education plays diverging hard lately. ADvTECH's government contracts keeping it steadier than private school exposure.

ADH down 0.61% is overdone—their tuition fee hikes and international expansion actually warrant a rerating here. Market's sleeping on earnings momentum.