Karooooo (JSE: KRO) share price, discussion & sentiment

KRO sitting at R1031 after that run. Anyone tracking the SaaS metrics on their latest results, or is this just momentum chasing at this point?

Grabbed some KRO at R1031 because the logistics software play is sitting on a P/E that doesn't reflect the revenue growth they're posting, and if they keep executing on that SaaS margin expansion it could run hard.

KRO holding strong at R900.00, fleet management space is getting real traction with all the logistics companies needing better visibility on their trucks. If they can keep growing that SaaS revenue stream and actually turn a corner on profitability, this could be a proper compounder. Long term thesis is solid, transport isn't going anywhere in SA. GLTA

KRO sitting at R900.00 feels reasonable given the telematics space is actually growing. Fleet ops in SA are getting squeezed on costs, so tracking and driver behaviour data becomes less nice-to-have and more essential. Long-term view hasn't changed, these guys have real revenue and the market for connected vehicles isn't going away.

KRO's telematics platform is actually printing money in a market where fleet ops are desperate to cut costs. SENS showed revenue up solid last half, margins expanding. Ngl this thing should be trading way higher than R900.00 given what Saicom and Altron charge for way less useful kit.

kro at r900 is a steal ngl. fleet management is only getting bigger as logistics companies wake up to how much theyre bleeding on fuel and driver inefficiency. look what happened to similar saas plays when they finally proved recurring revenue. best is yet to come!!!

KRO still needs to prove the pipeline translates to actual revenue. Last results showed the software side growing but margins are thin. Once they land a proper enterprise customer, mid-cap fleet operator or logistics company, then the multiple will justify itself. Until then it's a build story.

KRO at R798.00 still looks cheap for what they're doing in fleet management, especially when you look at what they're pulling in from their SaaS subscriptions. The churn on their customer base has been solid and they keep adding new verticals outside just logistics. Good dip buying opportunity if it slides back to R750 or lower, reckon there's proper upside over next 18 months.

KRO closing at R798.00 is solid ground for a fleet tech play. These guys are doing real work in logistics and transport, markets that aren't going anywhere. If they can keep growing that SaaS revenue stream and expand into other African markets, could be a proper long term hold. GLTA

kro needs that springbok never-say-die attitude hey

KRO getting hammered 1.95% today but the software outfit still trades at reasonable multiples given its SaaS revenue growth trajectory. Eish, would be more interested if we crack below R720 though, that's where the value setup gets interesting.

KRO sitting at R770.00 and folks are nervous but fleet management software doesn't get cheaper overnight. Earnings still solid, cash position decent, and logistics spend isn't going anywhere. Risk reward is very compelling at these levels if you've got patience for a quarter or two.

KRO sitting at R770.00 but the real question is revenue growth. Fleet management is a crowded space and they need to show they're taking market share from the bigger players, not just treading water. Let's get a contract with a big customer, once the deals start then it will run, simple as that.

KRO's been getting hammered but the fleet telemetry space is still lekker for growth, especially with load-shedding forcing companies to optimize routes harder. Revenue's tracking okay but margins under pressure, ngl. Good day to top up if you believe in the long term, I put an order at R750 last week.

Spent some time on the AFS last night, balance sheet holding up ok

KRO sitting pretty at R837 close. Fleet management space is heating up and these guys have solid positioning with the logistics boom we're seeing. Their telematics platform is what logistics companies actually need right now with fuel costs and driver safety being massive concerns. Long term this could be a real play if they can scale the subscription revenue model properly.

KRO sitting at R837 feels like it's finally pricing in what the fleet management space is actually worth. Their telematics margin story is solid if they can keep customer acquisition costs down, but the real question is whether they're growing into the valuation or just riding the logistics boom. Reckon the next set of numbers will tell you if this thing catches the express train or stalls.

KRO sitting at R837 is still reasonable value for a fleet tech play. Logistics companies are gonna need this stuff more as fuel gets bliksem expensive and driver costs keep rising. Long term the recurring revenue model is lekker, just need them to actually execute on the African expansion they keep talking about.

kro looking solid at r837, fleet management space is growing and their saas margins are getting better. logistics costs eating companies alive right now so demand for their tracking and driver analytics should stay strong. good day to top up if you believe in the thesis.

Grabbed more KRO at R775 on this dip, reckons the pullback is overdone given the revenue trajectory they've been pushing.