Stadio Holdings (JSE: SDO) share price, discussion & sentiment

Grabbed some SDO at R13 on the belief their online education push can drive margin expansion, though the debt load keeps me from going heavy until we see actual subscriber growth in the next results.

Stadio's been grinding through the load-shedding hit like everyone else but enrolment's holding. Thing is, distance ed margins should stack up once they get past the operational noise. Not seeing the panic in the chart that you'd expect if the model was actually broken. Worth watching the next earnings for whether student numbers stabilise.

Pulled the latest AFS, enrolment trends interesting

R150 minimum, book it happening soon

SDO's spread into African markets is where the real upside sits, not just domestic student numbers. STADIO and Pearson have completely different unit economics, but our guys are proving distance learning at scale works in emerging markets where contact campuses are capital intensive. At R12.00 the market's still pricing in a lot of caution around student acquisition costs. The future excites me because earnings inflection happens when you hit critical mass on those African cohorts.

SDO playing like Bafana away from home, eish

Been reading the latest student intake numbers. Interesting.

stadio's sitting at r11.60 and people freaking out about distance ed enrollments like tertiary demand in sa just vanished overnight. the model works, costs are locked in, margins expand as you scale. look at what online education plays did globally once they hit critical mass. we're pre-revenue in terms of margin expansion, can't fix stupid.

r150 minimum, book it

SDO popping 1.27% today, still undervalued relative to its education franchise earnings if you ask me.

SDO's uptick today is noise given the structural headwinds in consumer discretionary when the rand weakens. The real question is whether the education operator can pass through cost inflation to its student base without demand destruction, particularly if USD/ZAR stays elevated a

SDO up 0.93% today to R1192, but I'm wondering how it stacks up against the bigger retail players like Shoprite? Education stocks feel different from typical consumer goods to me.

SDO's trading at R1180 today is interesting when you stack it against the broader education services cohort, particularly versus Curro which trades on different multiples given their primary school focus versus Stadio's tertiary positioning. The margin profile in Stadio's latest

The 0.51% pop feels like dead cat bounce territory given SDO's structural headwinds. Private education demand in SA is under severe pressure from household affordability constraints and rand weakness hitting forex-dependent parents, yet the market isn't pricing in the earnings do

SDO sitting at R1185 while education stocks been having a rough time, but I reckon it's got more legs than some of the retail plays out there that keep getting smashed. The -0.50% today is just noise compared to what we seeing in the broader consumer space.

SDO's flat trading amid sector headwinds suggests the market hasn't fully priced in the operational leverage coming through their higher education divisions as student volumes normalise post-pandemic volatility.

Grabbed some SDO at R1185 today even though it dipped 0.50%, reckon the consumer goods space has legs and I'm thinking longer term anyway.

SDO jumped nearly 1% today to R1201, that's the kind of little gains that add up when you're putting in R500 a month.

Stadio's modest uptick to R1201 doesn't address the fundamental issue that haunts education stocks: dividend sustainability requires cover ratios well north of 2x, and SDO's earnings volatility makes that threshold elusive. Until management demonstrates consistent free cash gener

Everyone's selling SDO today but I reckon they're missing something. When I was at the bank, we saw how many students were desperate for affordable education options and Stadio's filling that gap nicely, so why's the market punishing them for just a 0.76% drop?