Zeda (JSE: ZZD)

R15.11 now, that's lekker movement.

R15.11 now. That's lekker.

15.00 now, down hard today.

15.00 now. Red days pass, I just hold.

15.00 now, down 4.46%. Ouch.

ZZD up 2.62% to R14.50 today, which is decent considering the consumer goods sector's been under pressure lately. Haven't dug into their latest numbers yet but the momentum is worth keeping an eye on.

ZZD down 1.34% today but nothing alarming given the consumer goods sector's been under pressure. Revenue growth has been decent enough to justify holding if you're in for the medium term, though margins are worth monitoring closely.

ZZD down under a percent today, but the stock's been range-bound for weeks so this doesn't feel like meaningful weakness unless we break below R13.80 support.

ZZD taking a minor knock today at R14.05 but nothing alarming on a 0.92% dip. Consumer goods have been under pressure this quarter, so I'm waiting to see if management addresses margin compression in the next results before adding to my position.

ZZD taking a knock today at R14.05 but the dividend yield is still looking decent for a consumer play. Anyone else reckoning this pullback could be a decent entry point or are you waiting to see if it breaks below support first?

ZZD up 4% today but the run looks overdone given the P/E is hovering near 18x with single-digit revenue growth, hardly justifying this pop. Reckon we pull back to R14.70 before any real legs emerge.

zeda's got decent rental fleet utilization even with load-shedding hitting tourism, and the balance sheet isn't bleeding cash like some consumer discretionary plays. at r14.70 the yield's starting to look interesting if they can keep capex sensible. long-term view hasn't changed, bunch of macro noise around em credit but car rental usually bounces back harder than people expect once rates finally stop.

went through the latest MD&A on zeda and the fleet utilisation numbers are actually decent given the load-shedding mess, margins under pressure but not collapsing like some were calling. comparing to europcar's struggles in emerging markets, zeda's got a tighter op model and less exposure to the really volatile segments. not saying this is a screamer but at R14.70 you're getting paid to wait for the rental market to normalise, leisure demand especially should tick up when the power situation stops being such a headache.

interesting numbers out of zeda last quarter, fleet utilisation crept up to 78% and that's the kind of grind you want to see in a rental business where fixed costs are brutal. my reading of this: management isn't throwing money at growth, they're sweating the asset base harder. fwiw the rental space in sa is still fragmented enough that if they can keep margins there while volumes recover post loadshedding chaos, could be real value at r14.70.

ZZD sitting at R14.70 is mental value if they can sort out the fleet utilization. Car rental always bounces hard when the economy picks up and we're nowhere near peak travel demand yet. Compare that to the big boys and this thing has room to run if management executes.

ZZD getting smashed on the rental weakness but the fleet assets are real, not like some of these ghost shells. If load-shedding stays bad tourism rental demand could get worse before it gets better though. Sitting at R14.68 but need to see if they can hold the fleet utilization numbers when next results drop.

zzd sitting at r14.68 and ppl sleeping on the rental upside when travel and corp bookings are coming back hard. fleet utilisation numbers have been climbing and tourism bounce is just getting started, ngl this could run like avis did in their recovery phase. best is yet to come!!

Fleet utilisation numbers would help here. Car rental margins are thin and load-shedding is killing demand, so where's the cash coming from if revenue's under pressure. Not sure about the bullish lean without seeing the booking pipeline.

Look, people sleep on pre-revenue plays but Hertz and Avis were nothing once. ZZD's got actual fleet assets and SA's rental market is gonna boom once load-shedding chaos settles and tourism picks up again, ja. At R14.68 the downside is locked in, upside is where the real money sits.

ZZD up 8.39% on interim results and the dividend announcement, sitting at R15.38 now. Compared to Nestlé SA which trades on a premium valuation, ZZD's yield is starting to look more attractive if they can sustain this payout while growing revenue in the back half. Let's see if th