13 replies to this topic

[andi222]

Starting to monitor this one. Will do an analysis once I get some time. Its 90% down from all time high and it looks like it starting to form some kind of bottom. 

[andi222]

Wow Adapt IT share price is looking bad. Short term debt is a huge problem. Wonder hoe they will solve this? Rights issue on the way?

[JK001]

Had a pretty red dashboard on 90%+ off my holdings today, except ADI.  up 2.55% again. 

[JK001]

&

For what it's worth...
I work in the same industry as this company.
From my operational and personal experience I would not invest here.
This is purely based on personal and business experience, and not on objective investment research.

&

I am also in IT. I do not believe this is operational or personal evaluation, but factual. ADI seems to have quite a few niche products specializing in sugarcane processing, universities etc. (trucks of potential customers still around the world), from an experience perspective this is something that is hard to copy and even harder to build a reputation as the 'goto' tech solution. What I don't like is their spread mainly SA, what I do like is their venturing overseas to gain currency fluctuation mitigation. By no means will they ever become a MSFT or APPLE tech company. ADI P/E is cheap, believe it is undervalued and has awesome returns/financials (unlike some of the other underdogs that I put money into - won't mention SNH). This seems like a solid growth for the future company.

Edited by JK001, 26 September 2018 - 07:13 PM.

[Matrix]

For what it's worth...

I work in the same industry as this company.

From my operational and personal experience I would not invest here.

This is purely based on personal and business experience, and not on objective investment research.

Edited by jtsuch, 25 September 2018 - 09:02 PM.

[JK001]

Swallow my pain and sell?

Or is this baby gonna rock n roll again

 

I have shares in both NPN and ADI, comparatively 10:1, I got more dividends from ADI than Naspers :-0

[Queen B]

Swallow my pain and sell?

Or is this baby gonna rock n roll again

[hexadecimal]

Growth is stalling. Fair value =R6.80

Hi Bullhunter.

Looks like a long term buy price coming up? 

This buy would be for my portfolio account. What do you think of the price and the company?  

[hexadecimal]

I'd hope for a 700c price and a 600 stop but not sure if it's going that low. Getting in today might be worth it. Even if it's just a nibble. 

As a tech trade only

Sept had a 954 hi, it's getting close to that. I'm out. thanks for the ride.

[hexadecimal]

Growth is stalling. Fair value =R6.80

I agree... But just a technical trade.

Made my skin.

[Bullhunter]

Growth is stalling. Fair value =R6.80

[hexadecimal]

Lower lows ...but coming to a 3 year resistance (??)  

Has anyone put this on their watch list, could be a trade setting up...

 

Any thoughts ..

I'd hope for a 700c price and a 600 stop but not sure if it's going that low. Getting in today might be worth it. Even if it's just a nibble. 

[hexadecimal]

Lower lows ...but coming to a 3 year resistance (??)  

Has anyone put this on their watch list, could be a trade setting up...

 

Any thoughts ..