FTH jumping R650 and up 10.92% today, eish that's a proper move! Not sure what the news is but logistics stocks usually do well when things are moving in SA.
Frontier Transport HLDG Ld
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FTH's 10.92% pop to R650 suggests material news broke, but the jump feels reactive rather than fundamental given logistics sector headwinds. I'm watching the implied volatility crush post-announcement before sizing into any options positions, as these sharp moves often revert whe
FTH up 10.92% today is interesting, but transport logistics doesn't have the same ARPU expansion runway that telecom infrastructure offers. Where a data network compounds revenue per user through spectrum efficiency gains, road haulage is more capex-intensive with thinner margins
FTH jumping 10.92% today is lekker hey, but does anyone know what's driving this spike or is it just market mood?
FTH's modest 0.51% gain masks what concerns me more: the transport sector's exposure to fuel price volatility and freight volume cycles, and we should examine whether current valuation reflects adequate margin of safety given potential demand destruction if economic growth disapp