to join the discussion
BVT sitting quietly at R23374 with minimal movement today, but I'm curious whether the market is sleeping on the diversification benefit here given the services and logistics strength offsetting any commercial headwinds, or if there's legitimate concern about margin compression i
BVT's flat performance today masks what I'm seeing in the operational mechanics across their three divisions. The real story sits in their cash conversion cycle efficiency and how aggressively they're deploying capital into higher-margin segments like Automotive and Foodservice,
The market's indifference at R23,331 (up a mere 0.60% today) masks concerning structural headwinds that warrant a more bearish reassessment. Bidvest's return on equity has compressed materially over the past two years as working capital intensity increased across its distribution
Bidvest at R23160 reminds me of the conglomerate consolidation cycles we've witnessed since the late 1980s. this counter has historically thrived during periods when operational efficiency and geographic diversification act as ballast against sector-specific downturns, much like
BVT's modest uptick today doesn't move the needle on what remains a challenged conglomerate structure. The diversified industrials play has headwinds in logistics and distribution facing margin compression, while the cash generation from Food Services hasn't offset broader macro
BVT at R23096.00, on my radar. Want one more red day before I pull the trigger.
Topped up my Bidvest position at R23k this morning despite the slight pullback because their logistics division is handling the e-commerce boom better than peers, and at 12x forward PE with a 2.8% yield it feels undervalued relative to the distribution growth trajectory they're e
Bidvest has weathered every major downturn since 1994 through its diversified logistics and services model, and the current pullback to R23,196 looks like noise against a company that generates steady cash flows across distribution, freight, and business support services. The -0.
BVT holding steady at R23209 despite the slight pullback today, which I reckon speaks to the stock's relative stability in an uncertain industrial environment. At these levels the dividend yield remains respectable for a diversified conglomerate, though I'm watching whether their
BVT's resilience at R23364 today is worth contextualising against the broader Industrial conglomerate malaise we're seeing. If you look at the segmental breakdown in their latest report, the logistics and food service divisions are actually carrying more weight than peers like Gr
BVT's resilience at R23187 despite persistent rand weakness is encouraging, but I'm watching the group's exposure to discretionary spending in a consumer-constrained environment. The logistics and automotive distribution legs provide some ballast, though margin compression in the
BVT's conglomerate structure continues to trade at a discount to sum-of-parts valuations versus more focused industrial peers like Barloworld or Grindrod, suggesting the market hasn't properly priced in the embedded value across its diversified business units. The flat momentum t
BVT at R23747 has been range-bound for quarters now—the real question is whether management can reignite earnings growth or if this becomes a dividend-harvesting play. Eish, at these valuations the market's pricing in zero surprises.
BVT at R23747 - that creep upwards is nice but are we glossing over the logistics headwinds? What's the actual cash generation looking like beneath the surface?
BVT at R23747 barely budging today (+0.52%). The market's pricing in execution risk on their logistics division—need to see actual margin expansion, not just revenue growth.
Bidvest Group (BVT) in the portfolio for 3 years. The thesis hasn't changed.
Still holding Bidvest Group (BVT) from when it was at R17010.00. Not selling here.
BVT cracking through R23,900 on that 1.34% pop — distribution plays catching a bid as rates settle?
BVT at 23930 up 1.34% today but the industrials play feels stretched here. Rather wait for a proper pullback before loading up.
BVT at R23809 is still holding up despite the rand getting hammered, but I'm concerned about the logistics division's exposure to fuel surges and whether management can actually sustain margins when input costs keep climbing. The dividend yield is decent enough to hold core posit