to join the discussion
EOH at 3 cents is basically penny stock territory now, down another 0.85% today. The tech story here collapsed years ago and I don't see the catalyst to get us excited again unless management pulls something radical out the bag.
EOH at 3 cents feels oversold here, especially with the turnaround narrative picking up steam in their cloud and digital services division. The market's hammering them on legacy IT services decline, but if they execute on cost restructuring, there's real upside from these levels
EOH at 3 cents is basically penny stock territory now. Is anyone holding this or has the ship sailed completely on a turnaround?
EOH at 0.3c looks oversold to me given the turnaround narrative and asset base underneath. The market's treating this like a penny stock collapse but the restructuring could actually unlock value if management executes.
EOH at 0.03c is priced for bankruptcy at this point, but the asset base and recurring revenue from legacy contracts suggest a floor here. Management needs to execute on cost-cutting and debt reduction, but the market's given up too early on any turnaround attempt.
Fundamentals on Eoh Holdings LTD (EOH) still intact. The macro noise is creating an opportunity.
EOH sitting at R3.80 after today's dip, but the IT services angle into enterprise infrastructure still has legs if they can stabilize that balance sheet. The real play here is whether they can pivot harder into cloud and managed services where margins actually breathe, though exe
EOH trading at R3.80 is still recovering from its governance issues, and while the turnaround narrative has merit, I need to see consistent revenue growth and margin improvement before loading up here. From a retirement portfolio perspective, the volatility makes it risky for Reg
EOH's recovery trajectory remains clouded by historical governance concerns that continue to weigh on investor confidence, and at R3.80 the valuation doesn't yet justify a deep dive into their turnaround story from a Shariah perspective without clarity on debt restructuring and m
EOH's structural challenges persist despite the modest decline today. The company faces persistent headwinds from its legacy IT services exposure and elevated leverage, which constrains flexibility in an environment where margin compression across the sector is real. Until we see
Why does EOH keep dropping like this, is it just the tech sector being rough right now or is there something I'm missing about the company?
Trimmed my EOH position this morning at R3.80 after the latest dip, mainly because the tech allocation in my portfolio is already stretching past Regulation 28 limits and I'd rather redeploy that capital into something with clearer revenue visibility over the next three to five y
EOH's recovery narrative looks fragile at these levels, and I'm not convinced the fundamentals justify aggressive accumulation when the stock has already struggled to maintain momentum. The tech sector volatility paired with EOH's historical capital destruction makes this a pass
EOH down 0.85% to R3.80 today, which is rough when you look at how the broader tech stocks are holding up better. Tech sector is supposed to be our future but these local IT companies just keep struggling hey.
With EOH trading at R3.80 and the yield curve flattening, I'm struggling to justify the equity risk premium on this stock given the cash conversion challenges in their services division. Has anyone modelled what FCF yield we need to see before the credit risk embedded in their ba
EOH at R3.80 remains structurally challenged by the state's digital transformation spending delays and shifting procurement patterns under the new administration, though the company's BEE credentials and government contract exposure could benefit if SOE IT modernisation actually
Picked up another tranche of EOH at R3.80 after the recent capitulation, as the market seems to have priced in perpetual decline while the embedded value in their IT services contracts and property holdings suggests meaningful margin of safety once capital allocation discipline r
EOH is my main Technology exposure. R3.80, happy to average down.
EOH's latest financials show persistent margin compression in their core systems integration business, with operating leverage still absent despite cost-cutting initiatives outlined in management commentary. At R3.80 the valuation doesn't adequately compensate for the execution r
EOH down 0.85% today to R3.80, is this a dip worth buying or should I wait a bit more? 🤔