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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.
been reading through cat's latest annual statements and the margin compression in the print division is real, but what's catching my eye is the shift toward higher margin publishing contracts. if they can execute on that transition while load-shedding doesn't murder their production costs, there's actual upside from r12.45. comparable printers overseas have shown this pivot works, just takes time and discipline.
Look, printing is dead they keep saying but Caxton's got diversified revenue streams and the balance sheet isn't on fire like some of these basket cases. If you've been around long enough you know what happened to Sappi, took them years to turn it around but they did. CAT's still got real assets, real contracts, can't just write that off because sentiment is kak. We are a pre-revenue company on some of the newer divisions, people don't get where those outfits are now. Just need patience.
CAT's modest uptick today doesn't mask the structural headwinds facing print publishing in SA. The transition to digital advertising and declining circulation revenues means this business operates in a shrinking addressable market, and while management has done credible work on c
CAT up 2.0% to R1315.00. That's the breakout I was waiting for.
CAT taking a 3.30% knock today at R1259, but printing tech isn't exactly my lane since I'm deep in property. That said, the publishing segment's been under pressure for ages, so unless they've pivoted meaningfully toward higher-margin digital assets, I'm not seeing where the grow
Sold half my CAT at R1277 today, the -2.44% drop felt like noise but I'm not convinced the publishing pivot justifies staying fully loaded here.
Caxton and CTP Publishers — the balance sheet looks cleaner than the share price suggests. CAT at R1309.00.
CAT down 3.49% to R1272 today but printing money in logistics real estate—holding because the pullback looks like noise, not breakdown.
CAT dropping 1.80% to R1256 feels like noise given the printing division's steady cashflow—holding through this media sector wobble, their dividend yield is still decent.