Mahube Infrastructure (JSE: MHB) share price, discussion & sentiment

MHB down 3.45% today but the selloff looks overdone given infrastructure spending isn't slowing down anytime soon. Revenue growth fundamentals haven't changed, reckon this is panic from weak hands.

MHB sitting at R5.60 and people still crying about pre-revenue. Look what happened to Equinix and Digital Realty when they were building their first assets, now they're absolute units. Infrastructure takes time but the rand weakness actually helps us when deals are priced in dollars. This is a 5 year hold minimum, not a quick flip.

MHB sitting at R5.60, infrastructure plays have been hammered but long-term the thesis around SA needing actual assets hasn't changed. Seems to mirror some of the Rinfra weakness we saw last year when load-shedding fears spiked, but those eventually recovered. Don't even check the SP, come back in 6 months.

MHB sitting at R5.60 but infrastructure plays in SA are getting hammered by eskom chaos. where's the cash generation if half the country is dark. need to see actual earnings before jumping in.

MHB sitting at R5.60 and honestly the infrastructure play is solid if load shedding forces corporates to actually invest in backup power. Problem is execution risk on these deals always bites. Worth watching the next SENS for actual project wins rather than just announcements.

Trimmed my MHB position on today's 8.11% spike to R600 after the recent infrastructure tender wins, but I'm retaining core holdings because the earnings visibility into FY25 remains compelling and the valuation hasn't yet reflected the full potential of their renewable energy con

MHB up 4.52% today at R555 is looking lekker compared to some of the other industrial stocks I've been watching. Does anyone know how it stacks up against companies like Aveng or Raubex in this space?