| Market cap | N/A |
|---|---|
| P/E | N/A |
| EPS | N/A |
| Div yield | N/A |
| 52W high | R95.00 |
| 52W low | R42.98 |
| Volume | 123 |
| Listed | N/A |
Price and fundamentals data is supplied by EODHD, with Yahoo Finance as a fallback source. Sentiment is computed by StockTalk SA from 16 live member stances recorded by registered members on this page.
PWR at R70.33 trades at a reasonable multiple for a tech play with recurring revenue, but the growth trajectory needs to justify the valuation if rates stay elevated. I'd want to see clearer margin expansion before adding more here.
PWR at R70.33 offers decent value if the IoT tracking narrative holds up, but I'm sitting tight until we see revenue acceleration and not just margin games.
PWR at 70c is trading at a decent discount to peers like Altron and Optimal if you look at revenue multiples, though the IoT fleet management space is crowded. The dividend yield sits around 2.8% which beats some of the bigger tech names, but you need growth to back that up.
PWR at R56.15 is trading on a decent revenue multiple if you believe in the IoT/telematics growth story, but it's got way more execution risk than something like Datatec which at least throws off actual cash. Pre-revenue plays need to land their roadmap or the multiple compresses
PWR at R56.15 trades on a modest P/E multiple for a tech play with consistent recurring revenue from fleet management contracts, though growth trajectory needs to accelerate to justify staying above this level. The dividend yield offsets some downside risk but suggests market see
PWR at R56.15 is trading at a reasonable valuation for a tech play with solid revenue momentum, but you need to watch the cash flow conversion closely because IoT logistics names can burn through capital if they overextend. The dividend yield is modest and earnings growth will be
PWR up 6.26% today on what looks like solid tech momentum, but the stock's been volatile. Anyone tracking the revenue growth here or is this just short covering?
Fleet tracking is a boring business but it works. PWR needs to crack into the big logistics outfits here in SA, that's where the margin is. Once they land a contract with one of the top courier or transport groups, share price follows. At R56 you're not paying crazy money for it either.
PWR tracking hardware getting cheap at R56.15 but where's the revenue growth. Fleet management space is crowded, Solutech, Bytes pushing hard. Need to see margin expansion or this stays range bound for years.
interesting numbers on the recurring revenue side, fwiw the SaaS margins are starting to show real traction if you look past the rand headwinds. PWR's tracking their customer retention pretty tightly and the fleet management space is only getting bigger as logistics companies get more desperate on costs. my reading of this is the stock ran hard but the actual business underneath isn't priced in yet, could be wrong but worth holding through the noise
PWR closed at R56.15 and fleet management plays globally are hot right now. tracking software recurring revenue model beats one-off hardware sales any day. if they can keep converting SME clients in SA and push into SADC you've got a compounding machine. worth watching the next earnings for gross margin expansion.
PWR up 6.26% to R56.15, outpacing most of the tech sector today. The IoT/fleet management play is trading at a more reasonable valuation than peers like Digi International, which makes this pop worth watching if revenue growth accelerates next quarter.
Fleet tracking isn't sexy but it's sticky, and PWR's recurring revenue model puts them in the same neighbourhood as Datatrak or Altron's logistics plays. The real question is whether they can grow subscribers faster than the rand weakens their dollar earnings. R62 feels reasonable if management can prove the US expansion isn't just burning cash.
Not sure about this one. Fleet tracking is solid but where's the revenue growth. R62 is a decent entry if they can actually convert their pipeline, otherwise we're just holding a software story with margin pressure like everyone else in the space.
After reading the second document, what anyone should read is the recurring revenue base they built out of Sensormatic. Fleet management isn't sexy but ngl it's the sticky stuff, customers don't rip and replace that easily. Problem is growth's slowed and at R62.32 you're paying for the old story not the new one.
Did some homework on the fleet tracking side, hold strong here
Good Morning Everyone, PWR closed at R65.22 yesterday. Fleet management software is sticky revenue, recurring contracts, margins improve as you scale. Company's got real enterprise clients locked in, not a meme play. This is the kind of boring business that compounds over five years.
Been reading into their fleet ops lately, solid fundamentals
pwr sitting at r65.22 and the fleet tracking space is getting crowded but powerfleet's got the recurring revenue model that actually sticks, ngl the institutional buyers know this which is why we keep seeing accumulation on dips instead of panic dumps like other tech names
pwr sitting at r65.22 and fleet management plays are actually moving globally, real demand for asset tracking coming through. risk reward is very compelling here if they keep signing enterprise clients, more eyes on the prize once earnings confirm the growth trajectory.