LSK sitting at R81.25 and I'm still not convinced the fintech story is there anymore. Payments are getting…by @franco_cape on $LSK

LSK sitting at R81.25 and I'm still not convinced the fintech story is there anymore. Payments are getting commoditised, competitors are cheaper, and that rand weakness hasn't helped either. Unless management can show real revenue growth outside the usual channels, this looks like a slow bleed to me.