Yeboyethu Rf (JSE: YYLBEE) share price, discussion & sentiment

YYLBEE up 0.87% to R58 but the real question is whether management can actually deliver on growth targets given the competitive tech landscape here. Long term holders need to see revenue acceleration and margin expansion, otherwise this trades on sentiment rather than fundamental

YYLBEE up 0.88% to R57.50, modest gains but the tech sector's been under pressure so any green is worth noting for now.

Vodacom's been under pressure with data headwinds and the rand weak, so YYLBEE follows. At R53.00 the yield's decent if you believe in the telecom dividend staying put, but EM money's been running for months now. Long-term view hasn't changed for me, it's a Vodacom play really, just wrapped in BEE structure. I'll keep holding as long as it takes.

Vodacom dividend machine still printing, just slower.

vodacom holding like a proteas tail-ender, just refusing to go away

Vodacom holding, waiting for the catalyst

Worth reading up on the vodacom holding structure lately

Put an order at R51.80, gobbling them up

R150 minimum, happening soon LFG

vodacom dividend keep this ticking over, seen worse pullbacks in bee stocks when sentiment turns. holding for the long run, these things compound quietly

YYLBEE sitting at R57.55 is pretty solid for a BEE vehicle holding Vodacom. The dividend yield has been decent over the years and you're basically getting exposure to Vodacom's cash flows without the full price tag, lol. If Vodacom keeps printing money from their subscriber base then this should keep rewarding patient holders. Not sexy but reliable for the long game.

vodacom div should keep this ticking over. at r57.55 you're getting decent yield from the underlying stake. question is whether yebo can add real value or just pass dividends through. been flat for years so waiting to see if mgmt does anything with the bee structure.

Good Morning Everyone, YYLBEE closed R57.55 yesterday. Vodacom holding still generating solid distributions, BEE structure means retail participation in telecom exposure without the volatility of VOD directly. Share count stable around 100m units, makes the math cleaner for tracking per share value against underlying asset.

YYLBEE sitting pretty at R57.55 with that Vodacom holding underneath. BEE structure means dividends flow to over 100k black shareholders, not just institutional money. Long term this tracks Vodacom's network strength and data growth. Worth watching how the rand affects rand-denominated returns.

YYLBEE is trading at R55.50 after a modest pop today, but the real question is whether this tech play can sustain earnings growth beyond the cyclical noise we're seeing in the local market. The stock needs to demonstrate revenue expansion that justifies its current valuation, oth

Grabbed more YYLBEE at R5500 on that modest 1.85% pop, though I'm honestly sceptical about tech plays when government's still dragging its feet on broadband infrastructure rollout that would actually underpin these valuations.

YYLBEE popped 2% today but at R5000 per share I'm struggling to see how a tech play offers the same inflation protection as physical gold. What's the dividend yield looking like and are we getting real earnings growth or just another paper asset that evaporates when the rand weak

YYLBEE jumping 4.26% today but the volume tells the story. Anyone else noticing how thinly traded this one is, or am I missing something about the fundamentals that's driving today's move?

Took a small position in YYLBEE at R4800 after that 2.13% bump, though I'll admit tech isn't my usual lane since I spend most of my time analyzing margin pressure in consumer staples rather than software valuations.

YYLBEE up 3.93% today at R4500, but eish, I'm struggling to see the agricultural angle here. Tech plays don't typically move the needle for food security like a solid agri logistics outfit would.