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ntu sitting at 93c is basically free money if they can get the bpo book scaling. outsourced admin work is boring but the margins once you hit scale are stupid good. competitor swatch doing way better revenue but ntu's got room to run if they execute. R150 this week minimum, mark it.
ntu sitting at r0.93 with bpo guys basically giving away margin. outsouring cycle turning and admin services play should benefit when corporates tighten belts again. catalysts moving forward, patience looks like a real good idea here
ntu sitting at r0.93 and the outsourcing game in sa is brutal right now, lots of corporates cutting costs means less work for the support shops. catch the express train if they land a big contract but the thesis is thin until volumes pick up ngl
ntu sitting at r0.93 is pretty thin for what they do in bpo. margins got squeezed last year but they're still pulling decent contracts. if they can lock in a few bigger clients and manage the rand weakness, could be decent value here. not glamorous but sometimes that's where the money is.
do you think the bps space in sa is just too crowded right now. ntu's margins look thin against the client concentration risk, where's the moat here
Pulled the latest SENS filing. Balance sheet's holding up better than the price suggests.
NTU taking a knock today at R107 after dropping 1.83%, but the industrials play here interests me given the water infrastructure angle. With potential drought pressures on municipal supply chains, companies positioned in that space could see demand uptick if maintenance budgets g
NTU dropping 3.60% today but I'm wondering if this might be a chance to grab some at R107 if the fundamentals are still sound. Ag, sometimes these dips in industrials are just noise, especially if the company's still making money.
NTU's down 0.88% today but that's noise in a stock trading near 113 rand. What matters is whether the industrials complex finds its footing after the capex cycle we've watched crumble since 2015. Back then we thought every dip was buying opportunity; took us a decade to realize s
Picked up another tranche of NTU at R120 this morning after yesterday's capitulation sellers finally capitulated, the +2.56% recovery suggests the panic cycle is bottoming and industrials are due for mean reversion when the risk-off sentiment cracks.
NTU up 3.77% today to R110, which is decent but honestly I'd need to check what the rest of the industrials are doing to see if it's outperforming or just following the wave. Probably still easier to just buy CAPPED and get the whole sector at once hey.
NTU up big but Industrials sector lagging. Divergence worth paying attention to at R107.00.
NTU down just under 1% today, which frankly feels like noise given the company's structural positioning in industrial automation and process control. The real story is whether management can sustain margin expansion in the face of input cost pressures, something the H1 results hi
Nutun's industrial packaging play sits in a structural growth pocket as e-commerce and food logistics demand keeps climbing, though I'm keeping tabs on whether their margin expansion can hold up if input costs for plastics spike again like we saw two years back. The dividend yiel
NTU's creeping up 0.98% today but the industrials complex is getting expensive relative to fundamentals, and I reckon this bounce is more technical than warranted by actual earnings momentum. The property plays offer better value for the capital right now, especially with distrib
Took a modest position in NTU at R107 today given the industrial cyclical recovery dynamics, though I'm monitoring capital intensity and return on invested capital metrics closely before scaling further into what remains a structurally challenged sector.
NTU up 0.94% today to R107, that's lekker! What's driving the move though, anyone know what happened with them?
NTU at R106 is trading near the middle of its range, and from a long-term lens the real question isn't the daily moves but whether this industrial play can compound earnings faster than rand depreciation eats into rand-denominated returns. The rand-hedge equation matters here: if