Jump to content
Sign in to follow this  
YoungInvestor

Adapt IT

Recommended Posts

Anyone else invested in Adapt IT. Listened to a podcast by Simon Brown, and after doing some research decided to buy in today @ 790c.

 

How does everyone else feel about them?

Share this post


Link to post
Share on other sites

I had them, sold it for an ETFs beginning of the year.

 

I think MrDividend have some him or Groovy or Ranger, lost track which one.

Share this post


Link to post
Share on other sites

I've been wanting to buy them, but I'm not sure, can't remember if they are linked to EOH cause there was some funny business and then I lost interest.

 

Edit: Sorry sorry, I've looked at EOH and decided not too. Have not looked at Adapt IT yet.

Share this post


Link to post
Share on other sites

I've been wanting to buy them, but I'm not sure, can't remember if they are linked to EOH cause there was some funny business and then I lost interest.

 

Edit: Sorry sorry, I've looked at EOH and decided not too. Have not looked at Adapt IT yet.

 

Thanks Ranger. EoH not linked to Adapt. Adapt compete in similar space though, coming out of a business turn around period so things should be looking up for them apparently.

Share this post


Link to post
Share on other sites

i don't own any AdaptIT anymore, i still like the company, might nibble a bit again at current levels. I also believe they are currently trading under cautionary because they have entered into negotiations of a possible acquisition.

Share this post


Link to post
Share on other sites

Have EOH and ADI - actually prefer EOH out the two - looking at long term growth. Just seems to be an unloved sector at the moment, not sure why. But both at a good price. The question is, have they found a bottom, or should you wait for a bit of a recovery?

Share this post


Link to post
Share on other sites

BTW - did take a quick look at past records to see which one I would invest in now. Although ADI has slightly better past long term growth, EOH's is a lot "smoother". EOH is also a bit cheaper on a PE basis. ADI is smaller - good in that an acquisition or two could boost HEPS - but EOH being bigger, would be included in institutional investors and ETFs.

 

For me, I would more likely add to my EOH holdings.

Share this post


Link to post
Share on other sites

Thanks MrDividend, I have also seen alot of talk basically saying that ADI will be alot riskier over the ST, alot of bumps, but could pay off big in the LT whereas, like you stated, EOH would be a smoother ride, with less aggressive growth than thet have had in the past due to their size.

Share this post


Link to post
Share on other sites

I think I am going to buy some - I need to get myself a sort of Tech sector, but besides Naspers, SA isn't really a tech enabled country so not sure if the local companies are worth it VS buying a dbxWD ETF and getting exposure to Google, Amazon and Apple

Share this post


Link to post
Share on other sites

I own both Adapt IT and EOH, so far I'm happy. I do agree with ranger to a degree, or rather, I have that same question: Why would you buy into SA tech companies vs buying a global ETF consisting primarily off US, UK, Japanese and Chinese tech companies.

Share this post


Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Restore formatting

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Sign in to follow this  

×
×
  • Create New...