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ISO's been flat for ages now, trapped in a narrow range that suggests the market's still pricing in execution risk on their isotope expansion plans. Revenue growth has been anaemic relative to sector peers, and until we see some concrete milestones on capacity or new customer win
ISO down 2% on what feels like knee-jerk selling, but the fundamentals in isotope supply aren't deteriorating this fast. Market's being too pessimistic on the medical demand side given global shortage narratives.
Been reading up on ISO's isotope supply chain stuff, ngl bit concerning with the rand where it is
iso's been getting hammered but the isotope supply story is still solid long term, especially with medical demand steady. rand weakness actually helps export margins on those contracts. long-term view hasn't changed, just waiting out the macro noise and load-shedding headaches hitting production.
iso holding up at r91.78 but medical isotope demand is real, problem is margins getting squeezed by import competition. if they can lock in longer contracts with the state hospitals that could be a game changer, otherwise stuck in a slow bleed. glta
Do you think the isotope supply side is actually growing though, or are we just riding on old contracts. That R91.78 close feels high if revenue's not moving.
ISO up nearly 3% today while the broader industrials index has been tepid. Tracking better than peers in the nuclear/isotope space, though the low trading volumes still make me cautious on any serious accumulation.
iso sitting at r98.46, just shy of that r100 handle. medical isotope demand keeps ticking but rand weakness is a real headwind on their export margins, eish. catalysts moving forward are licensing approvals and the new production line, patience looks like a real good idea here.
Not sure about the fundamentals here ngl, medical isotopes is a real sector but do they actually have revenue coming in or just pilot stuff. R98 is holding but if theres nothing on the books next quarter could get ugly quick.
iso sitting just under that r100 level, which is interesting given how tight the margins are in isotopes. medical demand is real but the rand weakness cuts both ways, helps exports but kills input costs. if they can hold volume through load-shedding season this could be a decent longer hold, not a quick flip.
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.
Current R 67,61 — 50% of range
Fundamentals sourced from JSE disclosures. Updated quarterly.