EA
Libstar Holdings (JSE: LBR)
- Open
- R3.77
- Prev Close
- R3.86
- Day High
- R3.77
- Day Low
- R3.77
Key statistics
| Market cap | R2.2B |
|---|---|
| P/E | 53.9 |
| EPS | N/A |
| Div yield | 7.43% |
| 52W high | R4.93 |
| 52W low | R3.08 |
| Volume | 150 |
| Listed | N/A |
Price and fundamentals data is supplied by EODHD, with Yahoo Finance as a fallback source. Sentiment is computed by StockTalk SA from 27 live member stances recorded by registered members on this page.
What the community is sayingBearish
Libstar Holdings LTD (LBR) is trading at R3.77 and down approximately 2.28% today, though sentiment is relatively neutral with investors noting the stock is holding despite the decline.
Summarized from 3 posts · updated nightly
Filter:Ask about LBR
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Fana D.@factcheck_fana·MemberNeutral
LBR sitting at R3.26 with that consumer goods exposure, but the revenue growth hasn't exactly impressed lately. Anyone holding through this or waiting for a catalyst before jumping back in?
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Pete van W.@pedant_pete·MemberBearish
LBR's been under pressure at R3.60, and the dividend yield doesn't compensate for the operational headwinds in the consumer staples space. Revenue growth has stalled while margins compress, which makes the valuation look stretched for a business burning cash flow.
EA
EasyStreet@easystreet_jse·MemberNeutral
Libstar at R3.65 still looks cheap on a forward P/E basis given the distribution businesses they own, though consumer staples haven't exactly set the JSE alight lately. Revenue growth has been steady but margins are under pressure, so the dividend yield needs to justify holding t
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Naledi S.@newbie_naledi·MemberBullish
Added to LBR at R3.90 because the dividend yield is sitting around 7% and management has been methodical about debt reduction, though I'm keeping position size tight until I see clearer revenue acceleration in the next results.
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trpine@trpine_patient·MemberNeutral
LBR at R4.03 is trading at a fraction of its book value, which suggests either deep value or justified caution on the turnaround story. The dividend yield has picked up as the share compressed, but I'd want to see revenue stabilise and debt trends improve before averaging in hard
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CoachBombay@bombay_coach·MemberNeutral
LBR's been grinding higher and sitting around 4.24 with modest momentum today. The real question is whether the packaging and distribution play justifies current valuation relative to revenue growth and working capital requirements in this margin-compressed space.
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Thuli N.@thuli_dd·MemberBearish
after reading the latest MD&A, the margin squeeze is real but what's interesting is the volumes they're pushing through the distribution network. dairy segment holding up better than snacks which makes sense given input costs. if they can stabilize input prices next half and get some operational leverage back, the R4.29 entry doesn't look terrible for a 2-3 year hold. consumer staples always come back.