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EOH

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#1 skeez

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Posted 26 April 2021 - 04:38 PM

Are there any other hidden issues with eoh. Cell c fraud exposed. Has eoh reviewed its business transaction for last 10 years. Or are more skeletons going to be exposed. What was the level of the investigations if we learning of new issues....really hope all of these issues are sorted and ENS does a proper evaluation....and relook all prior tenders contracts and make an upfront disclosure on total contracts historically inflated in order to once and for all clear eoh... perhaps a further investigation is warranted and then this can be a buy stock in 2022....not sure how many companies other than cell c will now evaluate theor historical tenders....

I think all has been declared. All the corruption happened at EOH Mthombo. Doubt Cell C will find anything as I don't think their account was handled by that division. EOH just needs to focus and sell that IP business at a good price - 1 Billion and above. The revenue will keep getting better as evidenced by almost a 1 Billion rands worth of new contracts in the last six months.
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#2 Investment novice

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Posted 26 April 2021 - 05:11 AM

Are there any other hidden issues with eoh. Cell c fraud exposed. Has eoh reviewed its business transaction for last 10 years. Or are more skeletons going to be exposed. What was the level of the investigations if we learning of new issues....really hope all of these issues are sorted and ENS does a proper evaluation....and relook all prior tenders contracts and make an upfront disclosure on total contracts historically inflated in order to once and for all clear eoh... perhaps a further investigation is warranted and then this can be a buy stock in 2022....not sure how many companies other than cell c will now evaluate theor historical tenders....
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#3 Investment novice

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Posted 14 April 2021 - 12:23 PM

Think the market exoected by nownfor this comoany to already have turned positive and paying dividends..not all issues behind them...this may mean another year without dividends...
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#4 skeez

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Posted 25 March 2021 - 09:28 PM

This is not a bad trading statement. Mr Market goes bonkers! Sigh!
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#5 Investment novice

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Posted 17 December 2020 - 11:36 AM

Love this share....and love the management style and media engagement.....hold cash and lets hope we can pickup at r7 with some of the last pieces of bad news coming through.
Certainly a share to hold for 5 years........
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#6 Investment novice

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Posted 15 December 2020 - 01:34 PM

Lively share to go 100% in, analysts have as a buy, lots done by management.
Watch the 2 or 3 pieces of info expected , and some profit taking and when tou het a buy at r7 or r8, watch the dip... jump on board....and hold for 5 years.

..a really great lookaway share once the smaller issues resolved....
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#7 David-89

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Posted 02 December 2020 - 04:18 PM

Skimmed through the AFS and it seems positive for the most part with debt down 20% and loss per share down by 72%.

Biggest concern for me was the audit opinion saying there is still material uncertainty as to whether they are a going concern given the high levels of debt and whether they can meet their debt plan. The CEO seems to be pleased with the turnaround of EOH though and I have faith in his ability to turn EOH around based on the immense improvement in the last year alone.

It seems the share price run up was a bit optimistic and it will retrace for a bit, hopefully more positive news regarding debt or a trading update will see the share price run up significantly again.

Like Ascendis this is a higher risk share and will require some patience on the investors side to reap the rewards of taking on the additional risk.
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#8 Investment novice

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Posted 02 December 2020 - 01:57 PM

Good results , hope this is the kast of impairments and losses....be keen to see how low the share goes to bottom off...rr5.80? Or lower...be good to buy this share for the long haul...time the bottom if possible
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#9 David-89

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Posted 25 November 2020 - 04:37 PM

Results delayed to be released on the 2nd of December, Trading Update SENS information still remains. As per SENS released today.
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#10 Investment novice

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Posted 16 November 2020 - 10:02 PM

Holding for long haul...a bit jittery short term but have the look away strategy
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#11 David-89

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Posted 16 November 2020 - 12:44 PM

Is it time to take profits.....


I hope you didn’t cash out a month ago IN :D
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#12 David-89

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Posted 10 November 2020 - 04:04 PM

Good gains on share price made today and in general over the last few months. Perhaps positive financials expected on the 26th.

 


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#13 Investment novice

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Posted 27 October 2020 - 03:59 PM

Get more shares or first wait for the scare...and get some after the financials..
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#14 Investment novice

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Posted 26 October 2020 - 10:28 PM

Something is a miss...
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#15 Investment novice

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Posted 25 October 2020 - 02:23 PM

Good value. And long term play certainly.
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#16 David-89

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Posted 23 October 2020 - 02:16 PM

I’m holding this one for the long term. Hopefully management can turn EOH back into the tech powerhouse it once was.
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#17 Investment novice

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Posted 23 October 2020 - 10:47 AM

Is it time to take profits.....
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#18 skeez

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Posted 05 October 2020 - 01:08 AM

My view is simple. They have a road map. They stick to it mr market will respond positively. Two dates 30 Nov and 31 Jan and debt must be down by 1.5 billion. Business units must be profitable. CFO mentioned they are trying to get Microsoft back on board. What has convinced me further is management taking a salary cut this year to ensure their targets are reached. You dont get that kind of leadership nowadays.
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#19 Investment novice

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Posted 03 October 2020 - 09:33 PM

Skeez, in general like this company and turnaround.

Ajd I think we should be cautious with short term issues that may cause the ahare price to experience some pressure.....

I like this share....but having learnt from others in the market....either buy and look away......or wait and time the buy in this share.

There are still government contracts and forensics that need to be disclosed and written off.
Then there are issues with 2019 finanxials, issues with previous auditors....etc.


Nice share..short term worry ....
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#20 skeez

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Posted 03 October 2020 - 02:18 AM

Why did PIC reduce their holdings significantly, something is off, all may not be as it seems. Caution for next two months.....expect this share to reach r6 if all is good or find some new lows if deadline for financials not met.....

Whatever position the PIC take - always do the opposite! Momentum is building next year March April you will be talking about a different business. Biggest risk was getting black listed by government does not look like that will happen.
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