to join the discussion
LBR down 3.89% today to R470 feels like noise given the consumer goods sector is copping some pressure broadly, but I'm comparing this to Bidvest's more defensive positioning and frankly Libstar's exposure to discretionary categories worries me when consumer confidence is shaky l
LBR down 3.65% today but honestly this is just noise for me, the monthly debit order goes in regardless. My R1000 buys more shares when they cheaper so I'm not stressed about a day like this.
LBR trading flat at R493 today, but the real question is whether consumer staples can outpace inflation when energy costs keep climbing across the supply chain. Unlike Spar or Pick n Pay which have broader retail exposure, Libstar's manufacturing focus means load-shedding hits ma
Anyone else noticed that Libstar's gross margin compression in the beverage segment (down 240bps in H1 2024 per the segmental breakdown) is being masked by the higher-margin foodservice outperformance, yet management keeps guiding as if input cost inflation has peaked. Are we wal
LBR's modest pullback to R466 doesn't concern me given the company's consistent dividend track record, though I'd need to verify the latest cover ratio sits comfortably above 2x before considering fresh accumulation.
LBR's slight pullback to R466 doesn't concern me much given the company's resilient distribution networks and consistent earnings, though I'd need to see prescription volumes in their pharma division hold firm before getting excited about accumulating further.
Libstar Holdings reporting a -0.9% move. Watching sector rotation.
LBR and the Consumer Goods sector both under pressure. R461.00, -0.9%. Sector call or stock-specific?
LBR at R468 climbing today but the PE still looks stretched relative to earnings growth. Question is whether distribution deals justify this valuation or if we're pricing in perfection.