Isa Holdings (JSE: ISA)

2.54, nice jump today!

2.54 now, that's 19% up. Something moving.

2.54 now, that's lekker. Long holders finally getting some air.

2.20 now, down 4%. Not convinced yet.

2.20, bit of a dip today.

2.20 now, that's rough.

ISA at R2.30 is trading on potential rather than earnings, which means you're betting on execution in a sector that punishes delays. If they've got real revenue traction hiding in those results, the valuation could compress nicely, but pre-revenue plays demand patience most retai

ISA sitting at R1.90 is hardly exciting for a tech play without seeing meaningful revenue growth or a clear path to profitability. Need to dig into their latest results before touching this one.

ISA sitting at R1.90 is a tough one to justify without seeing some revenue acceleration in the tech stack. The valuation screams distressed, but that's only a buy signal if management can prove the turnaround is real rather than just cutting costs.

ISA up 10% today is decent but still lagging peers like Altron who've actually grown revenue. At 2.20 the valuation is cheaper for a reason, so I'm waiting to see if this bounce holds before adding.

Do you think the market's pricing in any actual earnings growth here or just betting on a turnaround story. R2.05 is pretty cheap but cheap doesn't mean the cash burn stops.

Listen, ISA at R2.05 is essentially venture capital pricing for a tech play in SA. Yeah we're pre-revenue but look at what happened to the Naspers ecosystem plays once they matured, can't fix stupid if you're selling now. The bet here is whether management can execute on whatever they're building, and that's why you don't go all in but you don't laugh at the entry either.

ISA sitting at R2.05 with basically no analyst coverage, which means either nobody's looked or there's something to find. The tech space locally is thin on decent plays so if these guys are actually executing on their backend services side, could be interesting at this price before someone notices the numbers.

isa at r2.05 is basically free money if they can actually scale that tech stack. problem is nobody knows what they're building half the time, which means either genius or complete flop, no in between. reckon the boys sitting on this know something.

isa sitting at r2.09 with tech sector getting hammered on rate fears but long-term view hasn't changed, local tech plays are cheap right now if inflation actually starts cooling. rand weakness is pushing some offshore earners but isa's mostly domestic so that's not helping, will keep holding as long as it takes.

ISA sitting at R2.09 is decent value if they can actually grow the local tech stack they've built. problem is we dont hear much about revenue growth or new contracts, just the listing price holding. compare that to other jse tech plays and youre waiting for a catalyst. long term though, sa tech talent is real and if they scale beyond johannesburg this could run. glta

interesting numbers on isa if you dig into the cash position relative to market cap, fwiw. at r2.09 the thing's barely trading on earnings and the tech stack they've built locally doesn't have much competition. could be wrong but if they can stabilize revenue next reporting cycle this could run hard, especially if the rand stays weak and offshore stuff becomes pricey for local companies.

not sure about this one, revenue's basically flat and we're sitting at R2.09. what's the actual growth story here if the top line isn't moving. could be wrong but hard to get excited without seeing some real traction.

imo the thing that worries me is the lack of clarity on what's actually driving revenue. at r2 you're paying for a story more than numbers, and until management gives us something concrete on the tech side or a real earnings beat, hard to see what anchors this valuation. been watching for quarterly catalysts but fwiw nothing's jumped out yet.

isa sitting at r2.00, volume dried up lately