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WVR at R6500 jumping 3.17% today shows the fintech game is still got legs, like a striker who keeps finding the back of the net. Long term, if they keep innovating and grabbing market share in this digital money space, could be a real difference maker for the portfolio.
The 3.23% pop feels like retail chasing momentum on fintech flows rather than fundamental repricing. WVR's valuation at these levels doesn't justify the implied volatility compression we're seeing in the warrants, suggesting the market is pricing in growth that hasn't materialise
WVR at R6400 is riding the fintech wave, but here's what concerns me: when the rand weakens and inflation keeps climbing, tech valuations get squeezed unless earnings growth outpaces currency depreciation. The real play isn't the 0.79% daily noise, it's whether their revenue grow
WVR's modest 0.79% appreciation to R6400 reflects continued indifference from the market, which suggests either complacency regarding the underlying fintech thesis or insufficient visibility into cash flow accretion from their digital banking platform.
WVR broke above the R6200 resistance level decisively over the past few sessions, and today's close near R6400 suggests momentum is building into what looks like a potential ascending triangle formation. If the stock can hold above R6200 as new support and maintain volume through
WVR trading at R6400 after today's modest uptick, but the real opportunity lies in dissecting their fintech stack positioning relative to the broader JSE fintech consolidation thesis. With minimal analyst coverage on this counter, there's significant upside if management executes
Grabbed more WVR at 6400 after that 1.91% pop — fintech plays are finally getting some respect on the JSE, this one's got legs.