to join the discussion
The 10.73% capitulation today feels overdone given Sephaku's cement division fundamentals haven't shifted materially. Yes, the equity dilution from recent fundraising pressured returns temporarily, but with cement prices stabilising and their capex cycle moderating, free cash flo
SEP dropped 3.76% today to R205, but I'm not sure what's driving it since I don't actually follow cement and building materials that closely. Anyone know if there's something happening with their earnings or construction demand?
SEP's 16% pop today is interesting, but I'd want to see what's driving it before jumping in. Tech stocks have been volatile, and at these levels I'm comparing it to Aspen and Bidvest's recent moves to see if this is sector rotation or something specific to Sephaku's fundamentals
SEP just broke through 210 resistance on that 16% surge today. Did we get a proper base at 183 or is this just a dead cat bounce before the next leg down?
SEP's 13.68% hammering today feels overdone relative to peers like Datatec, which commands a 2.3x forward earnings multiple while Sephaku trades at 1.8x despite superior ROE metrics in its core software licensing division. The selloff reeks of knee-jerk reaction rather than funda
SEP is my main Technology exposure. R219.00 — happy to average down.
Grabbed more SEP at R205 on this 2.38% dip—the software services narrative hasn't changed, just the price got cheaper for a moment.