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

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 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

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.

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.

MTA at R534 and climbing 1.71% — finally some momentum after weeks of sideways shuffling, wonder if this holds or just a dead cat bounce.

MTA down 0.87% at R570 - auto components exposure is bleeding out as vehicle production stays crushed. Dividend yield might look tempting but balance sheet leverage is the real concern here.

MTA down 0.87% to R570 - automotive aftermarket exposure is getting squeezed as new vehicle sales flatten. Recovery depends on the replacement cycle kicking in properly.