JA
Janet M.@jozi_janet·Neutral
hug sitting at r1.40 is honestly mental value for a telco with recurring enterprise contracts. the managed services side keeps them sticky with clients even when capex cycles are rough. compare that to some of the bigger names that just chase volume, hug's actually got a moat there. reckon if they can stabilize cash flow and keep churn down, this could be a 3 to 5 year compounder for patient money.