Nutun (JSE: NTU) share price, discussion & sentiment

Picked up more NTU at 96c today despite the dip, reckoning the industrials beat will eventually catch this one but I'm not chasing if it drops further.

NTU getting hammered 20% down to 94c today, could be panic selling but need to understand what triggered this before I even consider catching the knife.

ntu at r0.94 is a steal for patient money honestly

ngl ntu's sweet spot is those corporate clients wanting to cut costs without cutting corners, and at r0.94 you're getting a company that actually does something tangible in a market where outsourcing just keeps growing. margins could be lekker once they scale properly and load-shedding doesn't derail everything lol. long game here imo

ntu's margins look tight but recurring revenue model is solid imo

been digging into ntu's latest sens releases and the margin profile is actually tightening which is what you want to see from a process outsourcer when volumes aren't moving much. if they can hold clients through the next two years of load-shedding chaos they're positioned better than most of the competition, most of whom are just bleeding capex trying to stay relevant.

Do you think NTU can actually turn this around without new client wins. Business process outsourcing is crowded and margins matter, hard to see where the edge is at R0.93.

NTU's been quietly getting squeezed on margin for a while now, hard to see where the upside is when admin services are a race to the bottom. At R0.93 you're paying for a business that's basically treading water, not growing into anything. Unless they land a major contract or actually cut costs properly, this feels like a value trap dressed up as a bargain.

Been holding ntu for a while, interesting numbers on the last results. Revenue holding steady but margins getting squeezed, which is tough in a bpo space where you're competing on cost anyway. imo the real question is whether management can actually grow headcount and client base without bleeding more cash. Could be wrong but i reckon if they don't show traction on new contracts in the next two quarters, this stays rangebound around here.

Eish, NTU bleeding rand value hey

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

All my junk is red, NTU bleeding hard

NTU's margins getting squeezed hey, clients cutting spend.

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.