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iso holding up ok given the rand weakness and rates staying higher for longer. medical isotope demand stays steady even when macro gets dodgy, that's the thing. long-term view hasn't changed, just feels like a wait and see until we see what load-shedding does to their production costs next year.
ISO sitting at R110.35 and honestly the medical isotope play is solid long term but we need to see actual revenue growth from new contracts. Company's got the tech and the market demand is there with all the hospitals needing these products, just needs to land some proper deals to justify the valuation.
iso closing at r110.35 is cheap for what they do in medical isotopes, especially with load-shedding making local supply unreliable. few companies have the regulatory moats iso has got, positioned perfectly for when pharma and hospitals need reliable local sourcing again.
Not sure about this one ngl. ISO sitting at R110.35 but where's the actual revenue traction. Medical isotopes is solid long term but need to see the numbers actually moving, not just the story.
ISO down 7.66% to R101.50 today, which is a sharp pullback but the stock's still trading at a decent premium to peers like Optimal Group that struggle with consistent revenue. The weakness could be noise given this is a pre-revenue play and those are inherently volatile, so the r
ISO sitting at R101.50 but feels like it wants to test R100 hard. Nuclear isotopes are proper niche, medical demand is solid but margins getting squeezed if rand keeps jumping around. Company's got real assets and customers but the stock's been flat for ages, feels like money's just parked here waiting for something to happen.
ISO holding R101.50 but the rand weakness is cutting into margins on those isotope exports. Medical division still solid though, similar to how Optimal Holdings rides out the noise. Come back in 6 months, long-term view hasn't changed.
interesting numbers on the last medical isotope supply contracts, margins holding up better than i expected given the rand weakness. worth noting iso's backlog is still solid and they're not really exposed to the load-shedding panic like the big industrials, so ngl the r125 support looks genuine to me. long game imo.
iso sitting at r128.31 with medical isotope demand not going anywhere, the real question is whether they can scale production without getting strangled by eskom's load-shedding nonsense. nuclear med stuff tends to print money once you're locked in with hospitals but their balance sheet needs watching.
ISO sitting at R128.31 and honestly the medical isotope play is underrated against what Steris does offshore, we're talking essential supply chain stuff that doesn't go away. Margins on specialty nuclear products are sticky once you've got the regulatory moat locked down, which they do. Could see this re-rate if they nail the next quarterly numbers on volume growth.
ISO's pullback to R9409 raises an interesting question on valuation: at what point does the nuclear medicine moat and recurring revenue visibility justify the premium multiple, or are we pricing in perfection on the therapy pipeline expansion? The competitive advantage in isotope
ISO's 5.89% decline triggers my reversal signal after testing the R10,200 resistance threshold, but the drop lacks capitulation volume which suggests we're consolidating rather than breaking structural support.
ISO's 2.83% pullback to R9902 triggers my mean reversion scan, but the question is whether this sits on genuine support or just noise. Are we seeing capitulation from retail or has the ROIC deterioration narrative finally caught up with the valuation?