Italtile (JSE: ITE) share price, discussion & sentiment

Grabbed some ITE at 8.95 on the dip, reckoning the housing cycle still has legs and their retail footprint gives them an edge when consumer confidence returns.

ITE at R8.35 is a pass for me. Revenue's been flat, the dividend yield doesn't compensate for the risk, and retail remains under pressure.

ITE at R9.50 is trading on a depressed multiple, which makes sense given the retail headwinds, but the dividend yield keeps me interested if they can stabilize cash generation. Revenue pressure is real though, and I'd want to see evidence of market share holding before adding mor

ITE's been under pressure for a while now, and today's 2% drop to R9.50 doesn't change the underlying problem: housing demand remains sluggish and retail sentiment is still fragile. At these levels the dividend yield starts looking interesting if management can stabilize margins,

Grabbed a parcel of ITE at R9.75 after today's 3.47% drop, reckon the retail pain is priced in but dividend yield around 5.5% makes it worth the patience.

Close to R10 feels like a magnet for this thing. Problem is construction's been flat for years, sanitaryware's commoditised to death, and they've got debt to service. Nice to see some optimism but hard to see what's actually changed operationally.

Interesting numbers on ITE's last set. Gross margin held up better than expected given the retail environment, and cash generation was solid even with load-shedding eating into foot traffic. R9.93 is basically at support, fwiw. Housing market still fragile but this business has survived worse, worth watching the next quarter for any uptick in commercial project activity.

ITE sitting at R9.93 with R10 right there, building materials still weak but recovery's coming when construction picks up again. Risk reward is very compelling at these levels, patience looks like a real good idea.

Do you think ITE can actually grow revenue with load-shedding hammering the construction sector. Sanitaryware and tiles aren't exactly discretionary but the margin squeeze is real. Where's the earnings growth supposed to come from if volumes stay flat.

ITE's been getting hammered but tiles and bathrooms don't stop being needed just because the rand's weak. Problem is margins get squeezed when you're buying stock in dollars and selling in R9.13. If they can just survive the next couple years without diluting, the rebuild cycle will come round eventually.

tiles are boring but ite's balance sheet isn't trash like some peers, r9.13 is fair value if you believe they can stabilize store traffic. thing is, new builds still weak and existing home improves are skew to the wealthy. ngl don't see explosive growth from here.

ITE sitting at R9.13 and housing market still in the gutter. Thing is, load-shedding killed reno spending but once construction picks up again they're positioned to print. Needs volume off a decent contract win, that's the catalyst we're waiting for.

ITE's been hammered by load-shedding killing foot traffic and weak consumer spend, but R9.13 is starting to look reasonable for a tiles and sanitaryware play with decent store footprint. If construction picks up even a little next year the earnings could surprise on the upside, reckon it's worth holding for a rebound.

ITE's been getting smashed on the broader consumer slowdown, but building materials are actually sticky when rand weakens like this. Input costs hurt margins but volumes should pick up once rate cuts start flowing through, probably next year. Long-term view hasn't changed, lot of noise right now with load-shedding killing the construction sector short-term.

imo the building materials space got hammered but ite's got actual store estate and a captive customer base. fwiw their last results showed decent cash generation even with load shedding headwinds. could be wrong but at r8.51 this feels like panic rather than the business actually breaking.

Building materials retail is cyclical but the structural demand in SA isn't going anywhere, loadshedding or not people still renovate and build. ITE's been beaten down on sentiment but at R8.51 you're getting a player with actual store footprint and supplier relationships that took years to build, not some concept. Margins compressed sure but once the housing cycle turns this thing has serious upside, been through worse cycles and came out fine.

ITE getting hammered on weak demand signals, retail is just not moving in this environment. Sanitaryware volumes down, margins compressed. Compare that to Afrimat or Cashbuild, those guys have pricing power ITE doesnt seem to have. Struggling to see the catalyst here unless construction picks up properly.

Picked up some ITE at 8.65 this morning before the pop, reckon the housing market chatter is bringing some life back to these retail plays after they got hammered last year.

ite sitting at r8.49 and people sleeping on the building materials recovery story here. ceramics and sanitaryware demand gonna spike when construction picks up, look what happened to bids and construction stocks when sentiment shifts. been holding since the dip and this is a multi year play, best is yet to come!!

ITE has been getting hammered but look at the property cycle, load-shedding is killing new builds short term but once Eskom sorts itself the construction rebound will be massive. Store network is already there, just needs volume. Housing shortage isn't going away, sanitaryware and tiles aren't discretionary, people still gotta build and renovate.