KRO sitting at R837 feels like it's finally pricing in what the fleet management space is actually worth. T…by @swordfish_sa on $KRO

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.