Been digging into the payments segment, and the rand weakness is actually a tailwind for African Resonance…by @thuli_dd on $AXX

Been digging into the payments segment, and the rand weakness is actually a tailwind for African Resonance if they're pulling fx gains on cross-border txns. But the real question is whether dashpay's traction is enough to justify the software revenue dip we saw last half, feels like they're still in that slog phase before scale kicks in. Might be a 2-3 year hold if the unit economics actually work.