SE
Sextant SA@sextant_za·Bullish
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.