Motus Holdings (JSE: MTH)

107.57 and climbing! Let's gooo!

107.57 now, nice bounce back.

107.57 now, that's lekker.

104.98, down a bit but holding.

104.98 now, down a bit today.

104.98 now, down a bit. Eish.

104.95 now, down a bit today.

104.95 now, down a bit today.

R104.95 now, down a bit today.

107.61 now, down but I just hold.

107.61 now, down hard. Eish.

MTH up 1.83% to R112.09, which is decent but the stock's still trading below its 52-week average. Need to see if automotive aftermarket demand holds up through Q4 earnings, otherwise this could just be short covering.

mth holding up well at r107.10 tbh. automotive retail is brutal but motus has got the dealership network and parts distribution locked down, thats not easy to replicate. if the rand stays somewhat stable and credit demand picks up again, could be a decent long term play here. lot of value at these levels imo.

MTH sitting at R107.10 and honestly the dealership model is solid if they can hold margin through this load-shedding mess. Real question is whether they land a fleet contract with one of the big logistics outfits, that's where the volume comes from. Until then it's just grinding through the retail side. Let's get a contract, once the deals start, then it will run.

MTH holding above R107 is decent given the auto retail grind lately. Dealerships are getting squeezed on margins but their parts and service side keeps the lights on. Guys holding long term not sweating the noise, fund managers know the dividend yield is solid when the rand cooperates.

MTH's been grinding through a rough patch with load-shedding killing dealership footfall and new car sales weak across the board, but the used car and service side is actually holding up okay ngl. At R107.10 you're getting decent value if the economy stops collapsing and people start replacing cars again, could easily see R150 this week minimum once sentiment shifts.

MTH down nearly 2% today but the dividend yield is still sitting pretty at around 7.5% on this pullback. Anyone else thinking this is a decent entry point or are we waiting for more selling pressure?

MTH creeping up 0.84% today but the automotive retail headwinds haven't disappeared, margins are still under pressure despite the bounce. Market's pricing in a recovery that feels premature given the used vehicle glut and weak consumer demand still weighing on the dealer network.

MTH is my main Consumer Goods exposure. R10163.00, happy to average down.

MTH down 0.71% today but sitting well above the 200-day average, which tells me the institutional money hasn't lost faith. At these valuations the dividend yield is starting to look attractive again for patient holders.