CAT sitting at R12.29 and the print division still looks under pressure from digital shift. Anyone holding this thinking there's a turnaround story or is it just dividend yield keeping you in?
Caxton Ctp Publish Print (JSE: CAT) share price, discussion & sentiment
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CAT at R12.00 is still struggling to prove it can grow earnings rather than just shuffle cash around, so I'm sitting on the sidelines until management shows something concrete on the revenue side.
CAT up less than 1% today but the print media thesis keeps getting worse, not better. Revenue headwinds in publishing are structural, not cyclical, so I'm skeptical this rally has legs without a genuine turnaround story.
CAT up 3.33% to R12.40 today, but the print sector remains under structural pressure with digital migration ongoing. Anyone still holding for the dividend yield or is this a fade into resistance?
CAT taking a knock at R12.50 today but the print media space is brutal across the board. Compared to Caxton's other assets or even Primedia, the publishing division just doesn't have the growth vectors anymore, so this decline feels more symptomatic than shocking.
cat sitting at r12.70 is decent value if they can actually land some decent contracts. printing sector is tough but if they get one or two anchor clients, margins improve quick. worth watching the sens announcements, that's when we'll know if management is doing anything or just treading water.
CAT printing sector is tough with all the digital shift but they've got solid contracts keeping the lights on. At R12.70 we're not paying crazy money for it, way cheaper than before. If they can stabilize earnings and maybe grab some of those packaging contracts everyone's chasing, could be decent value long term. Just need to see consistent numbers mate.
printing sector is brutal but caxton's got real assets and a client base that actually pays. at R12.70 the market's pricing in zero recovery, thats just lazy. if they can stabilize margins and keep the education contracts, this prints money. people forget what happened to similar contract manufacturers when they stopped bleeding cash.
CAT's print volumes have been getting hammered but the publishing side keeps them afloat, which is basically the only thing stopping this from being a zombie stock. At R12.70 you're paying peanuts for the assets, problem is nobody wants them anymore ngl.
printing volumes down across the board but caxton's actually hanging in because of the educational stuff, that's their moat right now. at r12.26 you're not paying much for a business that still moves paper when others have collapsed, question is whether they can pivot fast enough before that segment dries up too.
CAT PRINTING SERVICES ARE GONNA EXPLODE ONCE LOAD SHEDDING SETTLES AND COMPANIES START SPENDING AGAIN!! LOOK AT WHAT HAPPENED TO SIMILAR PRINT OPERATORS WHEN DEMAND CAME BACK, THIS IS MASSIVE UPSIDE AT R12.26!! BEST IS YET TO COME!!!
cat's print volumes have been under pressure with load-shedding hitting hard, but the dividend yield at these levels is starting to look decent if they can stabilize ops. not a sexy growth story but the underlying assets in print and publishing are real, just need demand to pick up. glta
Look, printing is getting hammered everywhere but Caxton's still here at R12.26 doing actual work for clients. The balance sheet isn't pretty but they're not burning cash like some of these pre-revenue darlings, and when demand comes back, those margins snap back hard. Long game pays here, not for the weak hands selling into fear.
CAT's been grinding sideways for ages now, stuck in that R12-R13 range while the broader tech sector finds new legs. The printing narrative is basically dead weight in a digital-first world, so unless management pivots hard into something relevant, this looks like a slow fade rat
CAT down 2.57% today and trading at these levels raises questions about whether the print division justifies the valuation given structural headwinds in the sector. Revenue trajectory would need to shift materially for me to see the upside here, especially with digital eating int
Printing's structural headwinds are real, but CAT's pivot toward packaging and specialty work puts it ahead of where Bidvest Printing was five years ago. At R12.11 the market's priced in a slow fade, not a turnaround. If they can stabilize margins while volumes recover post-load-shedding chaos, positioned perfectly for a rerating.
printing sector getting squeezed but cat still got decent margins compared to peers. put an order at 11.80 last week, got filled on the dip. not selling at these prices, load-shedding hurting revenue but balance sheet can handle it. good day to top up if you believe in the turnaround.
printing sector has been tough for years hey, but caxton's still hanging around r12. question is whether they can actually grow revenue or just manage decline. educational printing used to be their bread and butter but that's been under pressure with digital. worth keeping an eye on their next results to see if cost cutting is enough or if they need a proper turnaround story.
printing's been getting hammered by digital shift for years now, caxton's margins keep sliding and they're not diversifying fast enough. at R12.11 you're betting on a turnaround that honestly looks unlikely given the structural headwinds in the industry.
CAT pushing through R12.13 on modest volume, breaking a few cents above yesterday's close, though need to see if this sticks above the R12.20 resistance.
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