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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 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.
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.
Grabbed more KRO at R775 on this dip, reckons the pullback is overdone given the revenue trajectory they've been pushing.
KRO pushing through R75k with that 4.70% pop is encouraging, though I'd want to see if this holds above the technical level or if it's just noise before committing more capital.
KRO's 4.10% pop today feels like catch-up volatility rather than justified repricing of fundamentals. The fleet telematics space is competitive and margins are under pressure from larger incumbents, yet the market's buying this without meaningful narrative shift on customer acqui
KRO's 4% pop today seems largely disconnected from any material operational catalyst, which makes me question whether we're witnessing genuine confidence in their unit economics or simply momentum chasing ahead of results. Given the SARB's terminal rate hold and persistent pressu
KRO's 3.98% move to R84,898 brings it closer to fair value territory if we're tracking SaaS multiples against peers like Altron or Dassault-backed plays, though the real test is whether management can sustain operating leverage on their recurring revenue base without diluting ROE
KRO's 2.05% move above yesterday's close hasn't triggered my systematic entry signals yet; the overnight volume data and relative strength positioning against the JSE Tech index will determine if this is genuine accumulation or mean reversion noise that fails at resistance.
KRO's surge to R84k reflects growing appetite for tech plays with genuine revenue traction, but long-term returns hinge on whether management can navigate the regulatory minefield ahead. If the NHI implementation drags on healthcare IT spending and data sovereignty concerns tight
KRO taking a 3.34% hit today, but I'm more interested in what the valuation looks like at these levels rather than the daily noise. The real question for a tech play like this is whether the revenue growth justifies the premium pricing, especially given how punchy the JSE can get
KRO down 3.34% to R79,260 today, but the selloff looks reactive rather than fundamental. Compare this to Altron's recent travails where circular vendor financing masked deteriorating cash conversion cycles. Karooooo's last SENS showed strong SaaS contract value acceleration in th
Trimmed my KRO position on today's 2.05% pop to R83677, not because the software licensing model is broken but because the valuation's gotten stretched enough that the risk-reward no longer justifies holding the full parcel.
KRO jumped 2.76% today to R82k, is that because of something good happening with their tech or just market noise? Still learning how to spot the real movers from the hype