Datatec (JSE: DTC) share price, discussion & sentiment

Picked up more DTC at 84.70 because the logistics and IT services mix still generates decent cash flow despite the rand weakness headwind, and at this valuation the upside to a proper recovery feels worthwhile.

DTC's been treading water around 84 cents for a while now. Are folks waiting for actual earnings growth to justify the valuation, or is the dividend yield enough to keep it interesting at these levels?

DTC at R85.04 is looking reasonable given the tech sector's chop lately, but I need to dig into their latest revenue numbers before getting excited. P/E and cash position will make or break whether this is a decent entry or just another trap.

DTC catching a bid at R87.82 after that lift, but the real question is whether management can finally prove they've got a coherent strategy instead of perpetually spinning off units. The tech services space is brutal on multiples, and until we see consistent revenue growth and ma

Picked up more DTC at R99.58 this morning, that 3.75% pop on decent volume gives me confidence the market's finally recognizing the turnaround story in their logistics division.

DTC sitting just under the R100 mark is interesting, the IT distribution side has been grinding but cloud and services revenue is where the real growth is. Tech services companies globally are getting better multiples when they show recurring revenue, and Datatec's got that angle. Question is whether they can keep growing in ZA when corporates are tight on capex, but international exposure helps. Could be a decent long hold if they execute on the cloud push.

Do you think DTC can actually grow earnings while the rand stays weak. Distribution business gets crushed by currency and everyone's cutting capex budgets. Not saying it's bad but the margin story needs to hold up for this to work above R100.

DTC been getting hammered by the rand weakness and general EM tech pullback but distribution plays like this actually benefit when corporates have to squeeze capex tighter. Revenue's still solid even if margins compressed. Long-term view hasn't changed, sitting on decent dividend yield at these levels while we wait for the rate cycle to turn.

R150 minimum, book it happening soon

DTC's been grinding sideways for ages, but the logistics and IT services exposure gives it some structural tailwinds if the rand stays weak. Revenue growth from their infrastructure plays could eventually translate to better earnings, though the balance sheet needs watching and t

DTC sitting at R82.39 but the distribution side keeps getting squeezed. cloud stuff looks okay but where's the actual margin expansion. competitors are faster on services. holding for now but need to see better numbers next quarter or this goes back to 70s

honestly dtc at r82 is starting to look decent for a tech distribution play, especially with enterprise clients still needing their infra sorted. ngl the cloud services side keeps growing and thats where the margin is, beats just shifting boxes around like the old days

dtc breaking out from that r82 level, cloud and distribution play is finally getting noticed. enterprise it spend isnt going anywhere and theyre positioned solid against the competition. r150 this week minimum mark it

DTC closed at R82.39 yesterday, tech distribution stocks are getting some love again with cloud stuff picking up. If they can keep margins tight on the logistics side and the software services arm keeps scaling, this could actually run. Holding for the next earnings, curious what capex looks like in the current environment.

DTC up 1.15% but the revenue growth narrative doesn't justify the valuation when you look at the margin compression in their latest quarter. Think this bounce is short-lived until we see actual cash conversion improve.

Not sure about this one. DTC's distribution business is solid but where's the growth coming from with margins under pressure and cloud adoption eating into traditional IT services. Do you think the stack they're holding is worth the multiple they're trading at, or are we just waiting for the next earnings to see if anything's actually moving.

interesting numbers on dtc at r79.31 given where cloud services margin sit in this space. fwiw the distribution side is steady cash but the real upside is if they can actually scale the managed services revenue without hammering ebitda. my reading of this is thats where the multiple expansion sits if management executes. could be wrong but worth watching the next set of results for that segment specifically.

Been digging into their latest SENS filings, cash position looks solid

Good Morning Everyone, DTC sitting at R79.31, institutional holding steady around 42 percent. Distribution business still grinding through the cycle.

DTC sitting at R79.00 and the IT distro game is brutal but their cloud and services segments are actually carrying weight. If they can keep margins up while rand stays weak, the enterprise clients aren't going anywhere. Long game on this one, GLTA.