to join the discussion
IOC taking a knock today at R4.05, down 1.22%, but the tech selloff feels overdone given the company's actually decent revenue trajectory this year. Might be a decent entry point if you believe in their growth story, though the sector's been under pressure so can't blame folks fo
IOC down 1.20% today but reckon the market's being too harsh given the resilience in their recurring revenue streams. At this valuation, you're getting decent upside if they can maintain even modest growth in the next quarter.
interesting numbers on the last set of results, revenue holding up but margins getting squeezed hard. imo the consulting side needs to show some real growth to justify where the stock is trading. fwiw still watching this one but not convinced yet they've got a differentiated offering against the bigger guys.
IOC sitting at R4.25 is pretty cheap for an IT services play tbh. Local IT consulting firms usually trade higher multiples when they actually show growth, so either the market is sleeping on this or there's something in the numbers we're missing. Been holding since the last SENS update, waiting to see if they can actually convert some of those pipeline contracts into revenue.
IOC sitting at R4.25 is decent value for an IT services play in this market. Revenue growth has been solid but margins need to expand, that's where the real upside is if they tighten ops. Good day to top up at these levels, management's got work to do but the fundamentals aren't broken.
IOC sitting at R4.25 and the margins have been under pressure for a while now. IT services locally aren't exactly hot with load-shedding killing productivity across the board, but if they can actually land some of those consulting contracts they've been chasing the upside could be decent from here.
IOC dropping 1.15% today but I'm wondering if people are overreacting to a small dip, especially in tech where things swing around so much. Maybe this is actually a chance to grab it cheaper before it bounces back?
IOC's flatline performance at R435 masks some serious underlying pressure in the logistics tech stack that my channel checks are picking up. Their customers are right-sizing inventory after the post-pandemic bloat, which means lower throughput on their platforms and slower SaaS e
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.