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All my junk is red and vis is basically sitting at penny stock levels now at r0.02. Company's been quiet on sens which is never a good sign when you're fighting for relevance in digital signage. Gonna be shocked if they can turn this around without some serious capex or a deal announcement, feels like the market's already moved on.
At R0.02 you're pricing in basically nothing. The question is whether they can actually land contracts with the big retailers or corporates, because without revenue traction this just sits here. Digital signage should have a decent runway in South Africa once load-shedding settles and businesses start spending again, but they need to prove it on the books first.
at R0.02 you're pricing in basically zero revenue growth and probably expecting another round of dilution. the cash position matters here, need to check the latest sens on whether they've burned through anything since last filing. if they've actually landed those digital signage contracts they mentioned in md&a, this gets repriced quick, but that's the bet you're taking.
vis at r0.02 is brutal ngl, but display tech isn't going anywhere. problem is they've been quiet on sens and the rand's been rough on their imports. if they can stabilize cash flow and pick up some retail contracts again, long game could pay off, but right now feels like bleeding money waiting for a turnaround.
Wow, VIS jumped 33% today to R4.00, that's mental! I'm wondering though if this is just a one-day spike or if there's actually something changing in the tech space that makes it worth holding long-term instead of just grabbing an ETF that tracks the whole sector.