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altron's been getting hammered but the distribution side still moves decent volume, problem is the services bit keeps dragging. at r27.20 you're not paying mad money but ngl the rand strength isn't helping their offshore margins either.
AEL's balance sheet is getting squeezed. Debt's climbing and margins are thin, which in a rising rate environment is rough. Question is whether the distribution arm can keep carrying the deadweight of the services division long enough for a turnaround. At R27.20 you're basically pricing in zero growth for the next couple years.
All my ael is red but honestly the dividend yield is still decent at these levels. Company's been printing cash from operations, just wish they'd stop the dilution games. If they can hold the capex discipline and commodity prices stay reasonable, reckon this pulls back to 35-40 range over two years. Better risk reward than most of the other industrial plays on the board right now.
AEL sitting at R27.25 but earnings been weak, balance sheet still carrying that debt load from the acquisition. Compare that to Barloworld or Italtile and you're seeing better fundamentals across the board. Long term play if they actually fix ops but right now just bagholding territory for most.
AEL popping 6% on the back of what looks like profit-taking reversal after that brutal selloff last month. At these levels the valuation's starting to look interesting for a turnaround play, but need to see if management can actually deliver on cost cuts without gutting revenue.
Everyone jumping in today because of the 4.56% jump, but is R2248 really fair value for Altron? I'm worried we might be getting ahead of ourselves here, what do you guys think?
AEL creeping up 2% today, probably some relief on the logistics side as load-shedding pressure eases slightly. The renewable energy buildout still needs reliable distribution partners, so if they're capturing that upside it's worth watching the cash flow story over the next quarter.
AEL climbing nicely today, though I'm keeping a close eye on how the regulatory landscape plays out for them. The dividend yield still looks attractive at current levels, but until we get more clarity on NHI implementation and how it affects private healthcare demand, I'm holding rather than adding. Decent day nonetheless.
AEL down 0.46% to R2150 today, but the tech angle here doesn't really grab me compared to the infrastructure play stories we should be seeing. Construction tech vendors benefit when government actually spends on mega projects, and that's where I'd rather park capital right now ra
AEL taking a knock today but honestly the pullback doesn't change the fundamentals, they're still positioned well in the renewable energy space as load-shedding keeps driving demand for alternative power solutions. At these levels the dividend yield is looking attractive for long-term holders betting on the energy transition narrative.
AEL's dip today is disappointing but not surprising given the regulatory headwinds around healthcare spending and the NHI uncertainty hanging over the sector. The dividend yield is still reasonable at current levels, but I'm watching the earnings trajectory closely - if growth stalls because of policy delays, that yield becomes less of a cushion. The real question is whether management can navigat
AEL sliding today but hard to get excited about the downside when you look at the construction pipeline ahead. Government's still got billions earmarked for infrastructure and housing, and someone's got to supply the explosives and chemicals. If the dividend holds steady and they keep that P/E reasonable, this could be a buy dip opportunity for patient holders in the sector.
AEL pushing higher at R2163 today shows tech investors still have appetite for turnaround stories on the JSE. The company's diversified portfolio across IT services and solutions gives it real exposure to the digital transformation wave sweeping across SA corporates and the broad
AEL trading flat at R2185 today, but I'm curious if the market is sleeping on their ICT infrastructure plays in the renewable energy space. With grid modernisation becoming critical for load-shedding solutions, shouldn't their smart metering and network monitoring divisions be pr
AEL sitting flat at R2180 suggests the market is pricing in execution risk on their turnaround strategy, particularly given the weak IT services demand cycle we're seeing across corporate SA. The dividend yield and revenue growth trajectory will be critical tells next quarter, es
AEL trading at R2181 represents a tech play that's fundamentally disconnected from my commodity expertise, but the -1.09% dip today is noise against the structural headwinds facing local IT services providers in a rand-weakening environment. Longer term, the secular shift toward