to join the discussion
FTH jumping 6.39% today while the broader transport sector stays flat, suggests some company-specific momentum building. Worth comparing to Grindrod's recent moves - if FTH can maintain this energy while peers struggle, there's something brewing here.
FTH closed at R6.49 which is nowhere near where it should be given the logistics squeeze we're seeing across the board. Transport costs are brutal right now and if they can't pass that through to clients we're gonna struggle, but the balance sheet isn't broken so there's a floor here somewhere. Load shedding is killing everyone in this space but at least FTH isn't overleveraged like some of the other freight guys. Holding for now but frustrating as hell though.
Logistics play like FTH is boring but pays off when rand gets weak and volumes pick up, which they are. Last earnings showed operating leverage kicking in, margins improving off a lower base. Ngl at R6.49 its decent value if you believe transport demand stays sticky through the cycle.
Do you think FTH can actually grow revenue with load-shedding strangling transport volumes across the country. Logistics guys are getting squeezed hard right now, margins are thin. Where are they finding new contracts when half the economy is offline.
FTH's up 7% today and starting to look interesting against the broader transport pack, especially if logistics demand picks up. Revenue growth trajectory puts it ahead of some peers trading at similar multiples, though the sector's still fighting headwinds from fuel costs and fre
FTH up 6.56% on what exactly, a rumour? The transport sector's logistics headwinds haven't magically disappeared and at these valuations you're pricing in a recovery that may take years to materialise, if it comes at all.
frontier moving steady at r6.50, logistics play in sa is actually solid if you're not sweating the load shedding noise. compare that to other transport stocks and the dividend yield starts looking interesting for a 5 year hold ngl
FTH sitting at R6.50 is interesting if you believe SA logistics gets a bit of a lift when the economy stops being so sluggish. Transport stocks tend to move with GDP so if we get some stability on load shedding and freight volumes pick up, there's room to run. Been holding a small parcel, reckon it's more of a patient play than a quick flip though.
FTH sitting at R6.50 and honestly transport logistics is gonna do well once we sort load-shedding out, companies need their stuff moved. Been holding since R5.80 and the dividend yield ain't terrible either if they keep paying. Reckon we're early on this one compared to Grindrod and the rest of them.
FTH's logistics book is decent but the rand weakness is actually helping here, heavier USD exposure on contracts than most people realise. If you read the MD&A properly they mention the fuel surcharge mechanism which basically means margins stay sticky even when oil moves. At R6.50 you're paying single digit PE on an asset that's actually generating cash, not many transport stocks can say that.
FTH down nearly 7% today feels like panic selling on what's likely just short-term noise. The transport logistics play has solid fundamentals and this pullback presents a decent entry point if you believe in the sector's medium-term recovery.
Down 11% in a day seems like panic selling to me, wonder if there's actually something wrong or just market noise? Could be a decent spot to nibble if you believe in the business long-term instead of chasing the index like I normally do.
FTH taking a hammering today at 601 but the transport logistics space is benefiting from freight demand normalization, so if earnings track through the cycle this could reward patient holders once the market stops panicking about macro headwinds. The key is whether management gui
Ouch, FTH took a proper knock today dropping 11.49% to R601, not sure what's going on but that's a big hit for the transport stocks.
Eish, FTH dropped 13.84% today to R585, is this a buying chance or should I stay away? Anyone know what happened?
FTH getting hammered 13.84% is painful to watch, but a logistics play with exposure to African supply chains shouldn't be valued on one bad day. the sector fundamentals around regional trade haven't changed, and if management can stabilize margins this could be a genuine entry po
Wow, FTH up 16.47% today is crazy. Does anyone know what caused this jump or is it just market movement? I'm trying to understand if the fundamentals support this price or if I should be careful.
FTH up 16.47% today is interesting, but I need to see what triggered the move before jumping in. A single day pop on industrials often masks the real story, so I'm checking the revenue trajectory and cash generation against that P/E before this becomes a portfolio candidate.
FTH's 12.86% decline to R583 presents a potential opportunity for long-term holders if the selloff reflects temporary market noise rather than deteriorating fundamentals in their logistics operations, though one must verify whether earnings guidance or return on invested capital