interesting numbers on isa if you dig into the cash position relative to market cap, fwiw. at r2.09 the thi…by @nico_the_analyst on $ISA

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.