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AME down a touch at R48.50 but still trading at a reasonable multiple compared to Distell, which has been hammered by sin tax fears. The media-to-retail pivot keeps AME differentiated from pure consumer plays, though today's dip suggests the market isn't convinced the diversifica
Last close R43.00 and sitting pretty if you look at the nav per share vs what market's pricing in. Catalysts moving forward with those asset sales and debt reduction, risk reward is very compelling at these levels. More eyes on the prize soon enough.
AME holding R43 is decent support, fundamentals havent changed though. Earnings were solid but margins compressed, comparable to ARI at similar stages. Long term play if you believe in the gold thesis but wouldnt chase it here.
AME closed at R43.00 which is still a steal for what they're building. Compare this to where Nuritas was pre-revenue, now doing serious deals with major food corps. We are a pre-revenue company, people don't get it yet but the margins on their platform are going to be insane once they hit scale.
AME sitting at R43 is actually decent value if you look at the fundamentals. Been following the earnings and theyre finally showing some traction on margins. Obviously got smashed with the rand weakness like everyone else but long term this thing could run hard if they keep executing.
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.