Avi LTD

Is Avi LTD (AVI) cheap or a value trap? Been going back and forth on this one.

AVI up big but Consumer Goods sector lagging. Divergence worth paying attention to at R9980.00.

Topped up my AVI position this morning at R10001 after their latest earnings showed volume growth offsetting margin pressure from input costs, though I'm keeping a close eye on whether private label gains will bite into their market share in the coming quarters.

AVI jumped 1.65% today and sitting at R10k, that's mental. Wonder if there's news or just market feeling good about them?

AVI up 1.37% today but the real question is whether that 3.8% dividend yield justifies holding at these levels given the consumer discretionary headwinds we're seeing across the sector. Has anyone run the numbers on what earnings growth would need to look like for this valuation

Picked up some AVI today at R9961 since I'm always grabbing stuff from Takealot and Superbalist anyway, might as well own a bit of the company making money off my shopping.

AVI holding steady at R9929 despite the marginal pullback tells me institutional holders aren't spooked. My concern remains structural: the conglomerate's dividend coverage across its portfolio businesses needs scrutiny given the discretionary spending headwinds in SA, and I'll n

Trimmed my AVI call spread on today's 0.67% pop to R10020, locking in theta decay while the 30-delta calls are still elevated at 34% implied volatility, which feels stretched relative to the stock's historical range.

AVI holding steady above R10k despite the noise around consumer spending. The dividend yield remains attractive for those of us thinking in decades rather than days, and their retail portfolio positioning should benefit when this cycle turns.

AVI at R10050 (+0.97%) continues to trade at a meaningful premium to most discretionary peers on EV/EBITDA, which demands justification through superior return on equity and free cash flow conversion. The hospitality and restaurant exposure through Taste Holdings and Afrispice pr

AVI pushing back above the R10k level with that sub-1% gain today, though the volume behind it will tell me more than the percentage move itself given how thinly traded this can get.

AVI at R10029.00, on my radar. Want one more red day before I pull the trigger.

AVI up 1.05% today, sitting at R9953. Small gains like these add up when you're building a portfolio, and I'm staying patient with mine.

AVI's modest uptick to R9953 doesn't surprise me given the discretionary spending headwinds, but I'd need to see whether this reflects genuine recovery in their food and beverage divisions or just technical bounce-back from oversold levels.

AVI nudging up 1.05% today but the real story is in working capital metrics. My supply chain contacts confirm inventory levels remain elevated across their retail division, which means cash conversion cycles are stretching out and tying up more capital than ideal for a business t

AVI nudging up 1.21% today, which is decent given how retail's been fighting headwinds. The diversification across their food brands gives some buffer against input cost volatility, though I'm keen to see how their logistics division handles the current fuel and transport squeeze

AVI holding steady at R9943 today, up just under 1%. I'm curious what's driving this small climb - anyone following their consumer goods performance lately?

Took profits on my AVI position at R9940 this morning given the stock's already up 23% from March lows while consumer discretionary multiples remain stretched, and I'm sceptical the market's pricing in enough downside risk if credit growth slows further.

The market's indifference to AVI at R10 153 strikes me as misplaced given the structural headwinds in casual dining and the consistent cash leakage from that division. Return on equity has compressed materially over the past three years, yet the stock trades as if the turnaround

I'm trimming my AVI position here at R10153 given we're deep into a late-cycle consumer squeeze where discretionary spending is rolling over, and retail earnings revisions are pointing south across the board.