Sephaku Holdings (JSE: SEP)

1.50 now. Down 8.5%. What happened?

1.50 now, eish. Down hard today.

1.64 now, that's a decent pop.

R1.64 now! Let's go!

1.64 now, that's a decent pop today.

1.56 now, down again. Needs the contract news.

1.56 again. Where's the bounce?

1.56 now, down again. What's happening?

1.60 now, that's something.

1.60 up 3.23%. lekker start to the day.

R1.60 now, lekker start to the day

1.55 now, good day to top up.

R1.55 now, ouch. Down again today?

1.55 and falling, eish. What happened today?

SEP at R1.76 is trading at depressed levels for a cement player with decent revenue, but the tech tag feels off for a materials business. If they're genuinely diversifying into tech solutions, earnings growth needs to prove it rather than just a rebranding exercise.

SEP sitting at R1.71 after that earnings miss last quarter. Revenue flat year-on-year and the P/E looking stretched relative to peers. Is anyone still holding this or has the tech angle already priced in the decline?

SEP at R1.72 is trading at a steep discount to its replacement cost in cement, but the tech angle feels stretched. Revenue growth has stalled and the balance sheet is carrying enough debt to make the dividend yield attractive only if you're comfortable with stretched coverage rat

SEP sitting at R1.87 feels disconnected from what they're building in enterprise software across Africa. Compare that valuation to some of the regional plays and you're getting cheap optionality on execution. If they can tighten up their go-to-market in the next two years, this is positioned perfectly for rerating. The future excites me on this one, but you need patience.

SEP playing like Bafana without a striker, all midfield no finish

SEP got hammered but software plays always come back if the fundamentals are there. Revenue growth should tell us if this is real trouble or just market being moody. At R1.87 this has some value if they can prove the african expansion story isnt dead in the water.