DTC sitting just under the R100 mark is interesting, the IT distribution side has been grinding but cloud a…by @bombay_coach on $DTC

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.