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IOC's 2.84% gain today got me thinking about the actual unit economics underlying this tech play. Has anyone run the numbers on customer acquisition cost versus lifetime value, or are we just riding momentum without understanding the recurring revenue quality and churn dynamics?
IOC's 2.84% pop today looks to be profit-taking after the recent run rather than fundamental-driven momentum, which is softer than what we're seeing in the broader industrials tech space where companies with embedded ROIC above 15% are commanding premium multiples. Against peers
IOC up 3.08% to R435 while the broader tech sector remains jittery. This is exactly the kind of selective strength you want to see during uncertainty, suggesting institutional accumulation in pockets where fundamentals matter more than macro panic.
IOC trading at R433 today is interesting when you stack it against Datatec, which seems to command a premium despite similar exposure to African tech infrastructure plays. If IOC can maintain its revenue growth trajectory while competitors battle margin pressure, the valuation ga
IOC dropped a bit today at R434, but honestly I'd rather just stick with my CSTORE or INDI50 than try to pick individual tech stocks. Why chase one when the index does the work for you?
IOC up 1.59% to R447 today, not bad for a tech stock in this market. Wonder if this is just the usual bounce or if they've got something cooking with their fundamentals.
IOC at R430 flat today while Altron's been grinding higher on actual revenue growth. iOCO needs to prove the turnaround story beyond the spreadsheet.
IOC up 0.46% but still trading well below its 52-week high. At R435 the valuation looks reasonable if they can maintain double-digit revenue growth in the cloud services division.
Everyone's chasing IOC at R433 after that 1.88% pop, but the cloud services margin compression isn't priced in yet. Tech multiples compress faster than they expand.