to join the discussion
AME down 7.17% today but I'm curious if this dip is panic selling or a genuine concern about their consumer goods expansion into West Africa. The middle class boom across Nigeria and Ghana should be tailwinds for their distribution network, so is anyone digging into whether today
AME's 6.42% pop to R4310 today likely reflects positive trading momentum, but I'd want to see the actual revenue composition from their annual report before getting excited. The consumer goods exposure in SA remains structurally challenged with subdued retail conditions and margi
AME at R4050 up 1.20% but the real question is whether advertising volumes justify that valuation given SA's economic headwinds. Revenue growth needs to accelerate or this stalls.
R4050 with only 1.20% gain feels like dead money given how much AME's been bleeding. Need to see actual content traction before buying this dip.
AME at R4050 up 1.2% feels like the market's ignoring that content distribution is getting hammered. This pop won't last if ad spend keeps contracting.
Picked up more AME at R4050 on that 1.20% pop — content licensing deals in Africa looking stronger than they were six months back.