Avi (JSE: AVI) share price, discussion & sentiment

Reading the latest results, balance sheet holding up well

@trpine_patient ja, not panicking at these levels. Enough support around here.

88.45, bit of red but holding up

Did some homework on the financials. Balance sheet's holding up alright.

88.45 now, bit soft but holding.

algos dumping it again, same pattern as last week. noise.

Algos working overtime today, same dump as last week. Eish.

AVI's down 2.5% today but honestly this isn't moving the needle much for me. The dividend yield is still solid and the underlying business fundamentals haven't changed on a single day's movement. If anything, any weakness on decent companies is just noise that longer-term investors should ignore.

AVI's taking a knock today but honestly the dividend yield is still looking decent at those levels. If you're holding long-term, these dips are just noise unless the fundamentals have actually shifted. What's driving it - just general market weakness or is there something specific you've picked up on?

AVI closed at 90.11 which is down quite a bit from where it was trading six months ago. The food and beverage space has been under real pressure with input costs and weak consumer spending, but the company's distribution network and brand portfolio should weather this better than most. Reckon this is a good time to add if you believe in the long-term story, rather than chase it higher.

Eish, stage 6 yesterday killed the braai plans, hopefully clear skies this weekend

pulled the latest sens filing, balance sheet holding up okay

@trpine_patient wonder if the dividend's keeping some buyers in though

AVI taking a knock today, down 2.3%, but nothing that's got me worried at this stage. The dividend yield's still looking decent and the company's fundamentals haven't changed because of one bad day. I'll be watching the earnings closely though, especially how their retail divisions are performing in this economy.

AVI getting smacked again, typical Tuesday for this stock. At these levels the yield is starting to look decent but I need to see some actual earnings momentum before I'm throwing more money at it.

r91.43 now, holding there

Retail volumes pretty thin at these levels, typical for AVI on a down day.

AVI up half a percent today, not exactly setting the JSE on fire like some of its peers. Compared to Clicks and Dis-Chem, AVI's been a laggard this year - the retail exposure and weak consumer demand are weighing on it more than the pharmacy stocks seem to be.

Pulled the latest results, balance sheet's holding up alright actually

reading into the foodservice side lately, margin pressure is real but volume holding