Invicta Holdings (JSE: IVT) share price, discussion & sentiment

IVT sitting at R36.50 with those logistics assets. Anyone running the numbers on what happens to cash conversion if freight volumes stay pressured, or are we banking on a recovery that hasn't shown up yet?

R45 by end of year ngl

IVT's stuck in that space where the rand moves matter more than actual earnings tbh. Engineering plays are tough right now but if load-shedding forces capex spend they could catch a bid. What's the actual order book looking like.

IVT sitting at R37.99 and the engineering side of things actually makes sense if you look at what's happening in construction and auto locally. Balance sheet isn't trash either compared to some of the other industrials getting hammered. Long game here is whether they can actually grow revenue or just tread water, but the price isn't ridiculous for what you're getting.

Been through the latest IVT numbers and the margin compression in the engineering division is real, but the cash position held better than I expected given the rand weakness hitting imports hard. If they can stabilize the automotive contract book without pricing themselves out, there's a reasonable path back to mid-30s range. Watching how they navigate the next quarterly.

IVT looking solid at R37.00, engineering plays always lag until the capex cycle kicks in. Their stuff goes into autos and construction so when things pick up it'll move proper lekker.

IVT's been hammered but the engineering story hasn't broken, local manufacturing demand is real even if margins are tight. Comparing to similar industrials, valuations look stretched on the downside. Long hold for me, come back in 6 months.

R150 this week minimum, mark it

IVT playing like the Lions, all potential no trophy yet

IVT breaking above the R36 level with nearly 4% gain today, could be momentum off some decent earnings talk or just sector rotation into industrials.

Pulled the latest results last night, engineering story holds up well

IVT broke through that R37 level and theres real demand here. Engineering plays always lag until something clicks, look at the cash position and margins improving YoY, thats the setup. R150 this week minimum, mark it.

IVT printing cash again, cheap at R37.49

Pulled the latest SENS filing, engineering orders picking up quietly

IVT up 1.37% to R3700, which is decent momentum but we're still trading well below the 52-week highs. Need to see if this holds through tomorrow or if it's just profit-taking noise given the industrials sector's recent chop.

Picked up more IVT at R3700 today given the modest gains and their exposure to agricultural logistics, which is critical as we head into the planting season and freight costs remain a real concern for moving grain to ports.

IVT pushing through to R3700 with that 1.37% gain today, though I'd need to see what's driving this before getting excited. Given the company's exposure to cyclical industrial demand and recent macro headwinds, I'd want to review their latest segmental revenue trends and working

IVT's 2.65% pullback to R3602 presents an opportunity to reassess the valuation against prevailing gilt yields; at these levels, the dividend yield should be scrutinised against the real cost of capital, particularly if management hasn't demonstrated sufficient ROIC improvement t

Took a small position in IVT at R3602 after today's 2.65% dip, though I'll admit the industrials backdrop isn't what I typically follow as a healthcare guy, so I'm treating this more as a diversification play than conviction.

IVT's down 2.37% today, but the real question is whether this pullback offers better entry into a business trading at what multiple versus peers like Reunert or Hudaco. Without seeing recent EBITDA margins or capex intensity, hard to judge if this is capitulation or just noise, b