Metair Investments (JSE: MTA) share price, discussion & sentiment

MTA at R4.95 looks cheap on a P/E basis given the automotive aftermarket exposure, but the dividend's been under pressure. Is anyone still holding this one or have you moved on to better value elsewhere?

MTA down less than 1% on what looks like normal chop, but the weakness feels overdone given their automotive supply exposure should benefit from the production cycle turning. Valuation's reasonable if you believe the logistics margin recovery thesis holds this year.

MTA creeping up 0.59% today, but the stock's been range-bound for months now. Is anyone actually bullish on the automotive supplier story here, or are we just playing the dividend yield at these levels?

MTA up 0.59% to R5.08, which is respectable considering the automotive supply sector's been under pressure. Against Optimal Systems and the broader industrials, Metair's holding its own on revenue resilience though the margins are tighter than peers with stronger local currency t

MTA up 1.60% to R5.07 today, which is decent momentum given the auto parts sector's been under pressure. Stock's trading at reasonable multiples if they can stabilize revenue, but execution on cost management will make or break the next earnings.

Metair still bleeding rand weakness and parts demand stayed flat last quarter. At R4.90 you're not getting paid for the turnaround, just hoping automotive picks up. Seat belts and door mirrors aren't sexy but the margin story was better five years ago.

MTA's been hammered but automotive supply chains aren't fixed overnight, eish. Compare to Optimal and Hulamin, both took years to recover after the rand tanked. Long-term view hasn't changed, just need to see if they can keep the lights on during loadshedding and actually turn margin back positive.

Do you think MTA can actually turn the automotive supply thing around with load-shedding hitting production. Seems like the whole sector is under pressure and they're not exactly pulling in massive revenue numbers to absorb that hit.

Worth reading the latest sens on cash position. Metair's been bleeding working capital with the rand doing what it does, and automotive supply is just tough right now. The aftermarket side keeps them afloat but oem orders are choppy. At R4.90 you're betting on either a rand recovery or them cutting costs hard, neither guaranteed.

MTA down 1.94% today but the automotive supply story hasn't changed. Am I missing something on the valuation here or is this just noise ahead of results?

MTA popping 3% today while the broader consumer goods space treads water. Automotive suppliers have been limping along this year but Metair's still trading at a decent discount to peers like Optimal Food Group on a forward basis, which could be worth exploiting if they can delive

Good morning everyone, MTA holders

MTA closed at R5.15 but the cash burn on distribution is brutal if you look at the cash flow statement. They've got maybe 18 months left at this rate unless revenue picks up materially. Revenue growth is there but margins are getting squeezed, could read as working capital management issues more than anything else.

MTA sitting at R5.15 is decent value if you look at the fundamentals. Been loading up below R5, the dividend yield on these prices is solid and the asset base is there. Could see this drift lower with the rand volatility but long term the logistics play is still intact. Not selling at these levels.

R6.50 by Christmas, easy money

Metair's automotive supply exposure has always felt like a proxy play on vehicle manufacturing resilience rather than consumer brand strength, which is where my investing heart really sits, but the company's diversification into aftermarket and lighter-weight components does offe

MTA creeping higher at R529 today, and it's interesting how the automotive suppliers are getting more respect lately as the OEMs report better production numbers. The stock's still trading at a reasonable multiple compared to some of the broader consumer plays, especially if mana

Metair Investments LTD at R530.00. Price-to-book is starting to look interesting for a MTA entry.

MTA's exposure to automotive aftermarket and battery distribution puts it at an interesting inflection point as EV adoption accelerates across Southern Africa, though the margin compression risk from Chinese competitors and shifting consumer preference toward OEM channels warrant

MTA up 3.53% to R528 today. Component suppliers getting a lift as the automotive recovery narrative picks up - curious if this holds or just relief trading.