429 replies to this topic

[Investment novice]

HI Andi, bought about 30000, shares.. Looking to add more here. Company doing all the right stuff and are getting premium revenue Rand based and dollar based with back office support. Whilst simulateneous cutting salary but getting staff to deliver much much more. They really pulling together nicely. I am loving it.
Will get more shortly... End of month... Am tapped with asc. Reduced my snh as well painfully. Reallocate a few others as well. Reduced resources. Enjoyed boom



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[andi222]

Hi IN, you still invested here? Looks like its forming a bottom. Any news here?

[Investment novice]

Company is in good state... Great way to cut costs. Most staff are productive online..... All companies will use this as an opportunity to reduce debt.. Why not eoh... It services in demand, contracts locked in..... Those that are not looking for online solutions... Development.. And available packages....

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[Shi]

My biggest concern is what state must a company be in for them to ask staff to take a pay cut. Have they added an incentive for staff e.g. shares or getting monies back in future? I have not read anything in this regard.

[Lionelza1]

Hi Lionelza1, I had quick look at the results and if u look at the cash flow statement u can see they have again burned 305 Million Rands. This to me is the biggest concern. If they don't fix this they can do what ever they want and it won't save them.

For me I'm not entering EOH as I see better risk return ratios at other companies.

Again just my own opinion.

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Cool... Thanks

[andi222]

Financials 20% drop In Comparison to last year... 24%gp margin OK, strong cash hold and improving.... It seems OK, however, there's still politics within but I get the feel this management seems OK..

Andi ur thoughts on this?

Hi Lionelza1, I had quick look at the results and if u look at the cash flow statement u can see they have again burned 305 Million Rands. This to me is the biggest concern. If they don't fix this they can do what ever they want and it won't save them.

For me I'm not entering EOH as I see better risk return ratios at other companies.

Again just my own opinion.

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[Investment novice]

What's comforting is the client retention and revenue..... Most had this at complete negative..... The turnaround is enroute.... The teams have cut costs with project team and existing working twice as hard.....sweating this business...

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[Milo]

Financials 20% drop In Comparison to last year... 24%gp margin OK, strong cash hold and improving.... It seems OK, however, there's still politics within but I get the feel this management seems OK..

Andi ur thoughts on this?

The trading statements showed that company is turning around. They also have a good client base that is relying on them as per the financials. Technology, connectivity and doing business in the cloud etc...Is going to become more vital in South Africa and the world in the future. And EOH is part of that.

[Lionelza1]

Yes if it goes through R3.50 it is going up. Is the financials good? Must be.

Financials 20% drop In Comparison to last year... 24%gp margin OK, strong cash hold and improving.... It seems OK, however, there's still politics within but I get the feel this management seems OK..

Andi ur thoughts on this?

[Milo]

It's jumping

Yes if it goes through R3.50 it is going up. Is the financials good? Must be.

[Lionelza1]

Will there be a jump Tuesday with the financials ?

It's jumping

[Milo]

Will there be a jump Tuesday with the financials ? 

[Milo]

Getting closer to the results presentation by 7 April.  Next week a good move to the North side coming?

[Investment novice]

Get on the bus to
R12 min..


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[Investment novice]

Eoh busy as hell... Speak to project managers.. They already have online solutions work from home... Education etc... Cloud... Every potential.. Touch points..

Not sure why eoh not marketing... Perhaps don't want to sound exploitive...

...

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[Milo]

I think if the virus scare continues for a bit it will be good for IT companies like EOH if people and companies want to set up their systems to work more from home.

[Investment novice]

Rumors to drop price, consistent reply from ceo, lived the focus of where 60% of business sits... Expect April 7 results to be a bumper

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[Milo]

Hammer candle formed at the bottom of the 4 hour chart. Hopefully this means the reversal of downtrend.

[Lionelza1]

Why the midday dump 12-2pm....is this computer trading

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i dont think computer trading....i think traders creating false expectations?...pump and dump

 

or as Polly said....market will suck u in then spit u out

Edited by Lionelza1, 11 March 2020 - 04:47 PM.

[Investment novice]

Why the midday dump 12-2pm....is this computer trading

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