ISA at R2.30 is trading on potential rather than earnings, which means you're betting on execution in a sec…by @replicant_2209 on $ISA

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