Lesaka Technologies（LSK）株式概要レサカ・テクノロジーズはフィンテック企業として、南部アフリカに金融サービスソリューションとソフトウェアを提供している。 詳細LSK ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績0/6財務の健全性3/6配当金0/6報酬収益は年間194.15%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析過去3か月間に大規模なインサイダー売却が発生 ZA市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るLSK Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueRCurrent PriceR81.7354.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-240m808m2016201920222025202620282031Revenue US$808.3mEarnings US$159.2mAdvancedSet Fair ValueView all narrativesLesaka Technologies, Inc. 競合他社AraxiSymbol: JSE:AXXMarket cap: R2.2bSabvest CapitalSymbol: JSE:SBPMarket cap: R5.8bSygniaSymbol: JSE:SYGMarket cap: R5.2bAlexander Forbes Group HoldingsSymbol: JSE:AFHMarket cap: R9.8b価格と性能株価の高値、安値、推移の概要Lesaka Technologies過去の株価現在の株価US$81.7352週高値US$95.2052週安値US$65.00ベータ0.321ヶ月の変化1.15%3ヶ月変化3.46%1年変化8.67%3年間の変化14.31%5年間の変化16.87%IPOからの変化-51.06%最新ニュースNew Risk • Jun 04New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R143k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Significant insider selling over the past 3 months (R143k sold).New Risk • May 13New major risk - Revenue and earnings growthEarnings have declined by 9.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.7% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).お知らせ • Apr 01Lesaka Technologies, Inc. to Report Q3, 2026 Results on May 06, 2026Lesaka Technologies, Inc. announced that they will report Q3, 2026 results on May 06, 2026Recent Insider Transactions • Mar 08Executive Chairman recently bought R2.5m worth of stockOn the 4th of March, Ali Zaynalabidin-Haeri Mazanderani bought around 32k shares on-market at roughly R76.65 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R6.3m. Ali Zaynalabidin-Haeri has been a buyer over the last 12 months, purchasing a net total of R22m worth in shares.Recent Insider Transactions • Feb 12Executive Chairman recently bought R6.3m worth of stockOn the 9th of February, Ali Zaynalabidin-Haeri Mazanderani bought around 91k shares on-market at roughly R69.37 per share. This transaction amounted to 3.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Ali Zaynalabidin-Haeri has been a buyer over the last 12 months, purchasing a net total of R20m worth in shares.Reported Earnings • Feb 07Second quarter 2026 earnings released: EPS: US$0.045 (vs US$0.41 loss in 2Q 2025)Second quarter 2026 results: EPS: US$0.045 (up from US$0.41 loss in 2Q 2025). Revenue: US$178.7m (up 1.4% from 2Q 2025). Net income: US$3.52m (up US$34.9m from 2Q 2025). Profit margin: 2.0% (up from net loss in 2Q 2025). Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Diversified Financial industry in Africa. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.最新情報をもっと見るRecent updatesNew Risk • Jun 04New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R143k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Significant insider selling over the past 3 months (R143k sold).New Risk • May 13New major risk - Revenue and earnings growthEarnings have declined by 9.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.7% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).お知らせ • Apr 01Lesaka Technologies, Inc. to Report Q3, 2026 Results on May 06, 2026Lesaka Technologies, Inc. announced that they will report Q3, 2026 results on May 06, 2026Recent Insider Transactions • Mar 08Executive Chairman recently bought R2.5m worth of stockOn the 4th of March, Ali Zaynalabidin-Haeri Mazanderani bought around 32k shares on-market at roughly R76.65 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R6.3m. Ali Zaynalabidin-Haeri has been a buyer over the last 12 months, purchasing a net total of R22m worth in shares.Recent Insider Transactions • Feb 12Executive Chairman recently bought R6.3m worth of stockOn the 9th of February, Ali Zaynalabidin-Haeri Mazanderani bought around 91k shares on-market at roughly R69.37 per share. This transaction amounted to 3.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Ali Zaynalabidin-Haeri has been a buyer over the last 12 months, purchasing a net total of R20m worth in shares.Reported Earnings • Feb 07Second quarter 2026 earnings released: EPS: US$0.045 (vs US$0.41 loss in 2Q 2025)Second quarter 2026 results: EPS: US$0.045 (up from US$0.41 loss in 2Q 2025). Revenue: US$178.7m (up 1.4% from 2Q 2025). Net income: US$3.52m (up US$34.9m from 2Q 2025). Profit margin: 2.0% (up from net loss in 2Q 2025). Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Diversified Financial industry in Africa. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Feb 06Lesaka Technologies, Inc. Provides Financial Guidance for the Third Quarter Ending March 31, 2026 and Reaffirms Financial Guidance for the Year Ending June 30, 2026Lesaka Technologies, Inc. provided financial guidance for the third quarter ending March 31, 2026 and reaffirms financial guidance for the year ending June 30, 2026. For the third quarter, the company expects Net Revenue between ZAR 1.65 billion and ZAR 1.80 billion. For the year, the company expects Net Revenue between ZAR 6.4 billion and ZAR 6.9 billion; Net Income Attributable to Lesaka to be positive.New Risk • Jan 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Recent Insider Transactions • Dec 16Group CFO & Director recently bought R1.3m worth of stockOn the 10th of December, Daniel Smith bought around 17k shares on-market at roughly R73.68 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Daniel has been a buyer over the last 12 months, purchasing a net total of R1.7m worth in shares.お知らせ • Dec 12Lesaka Technologies, Inc. to Report Q2, 2026 Results on Feb 04, 2026Lesaka Technologies, Inc. announced that they will report Q2, 2026 results After-Market on Feb 04, 2026お知らせ • Nov 07Lesaka Technologies, Inc. Provides Earnings Guidance for the Second Quarter Ending December 31, 2025 and Reaffirms Earnings Guidance for the Year Ending June 30, 2026Lesaka Technologies, Inc. provided earnings guidance for the second quarter ending December 31, 2025 and reaffirmed earnings guidance for the year ending June 30, 2026. For the quarter ending December 31, 2025, the company expected net revenue between ZAR 1.575 billion and ZAR 1.725 billion. For the year ending June 30, 2026, the company reaffirmed net revenue between ZAR 6.4 billion and ZAR 6.9 billion. Net Income Attributable to Lesaka to be positive.お知らせ • Oct 30Lesaka Technologies, Inc., Annual General Meeting, Dec 08, 2025Lesaka Technologies, Inc., Annual General Meeting, Dec 08, 2025. Location: president place, 6th floor, cnr. jan smuts avenue and bolton road, rosebank, johannesburg South Africaお知らせ • Oct 07Lesaka Technologies, Inc. to Report Q1, 2026 Results on Nov 05, 2025Lesaka Technologies, Inc. announced that they will report Q1, 2026 results After-Market on Nov 05, 2025お知らせ • Sep 17Lesaka Technologies, Inc. announced delayed annual 10-K filingOn 09/16/2025, Lesaka Technologies, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.New Risk • Sep 12New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Shareholders have been diluted in the past year (28% increase in shares outstanding).お知らせ • Sep 12Lesaka Technologies, Inc. Provides Earnings Guidance for the First Quarter Ending September 30, 2025 and Year Ending June 30, 2026Lesaka Technologies, Inc. provided earnings guidance for the first quarter ending September 30, 2025 and year ending June 30, 2026. For the quarter ending September 30, 2025, the company expects Net Revenue between ZAR 1.50 billion and ZAR 1.65 billion. For the year ending June 30, 2026, the company expects Net Revenue between ZAR 6.4 billion and ZAR 6.9 billion and Net Income Attributable to Lesaka to be positive.お知らせ • Jul 10Lesaka Technologies, Inc. to Report Q4, 2025 Results on Sep 03, 2025Lesaka Technologies, Inc. announced that they will report Q4, 2025 results After-Market on Sep 03, 2025New Risk • Jul 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$8.5m net loss next year). Share price has been volatile over the past 3 months (7.8% average weekly change). Shareholders have been diluted in the past year (30% increase in shares outstanding).Reported Earnings • May 09Third quarter 2025 earnings released: US$0.27 loss per share (vs US$0.063 loss in 3Q 2024)Third quarter 2025 results: US$0.27 loss per share (further deteriorated from US$0.063 loss in 3Q 2024). Revenue: US$135.7m (down 1.8% from 3Q 2024). Net loss: US$22.1m (loss widened 470% from 3Q 2024). Revenue is forecast to stay flat during the next 2 years compared to a 12% growth forecast for the Diversified Financial industry in Africa. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.お知らせ • May 08Lesaka Technologies, Inc. Reaffirms Earnings Guidance for the Year Ending June 30, 2025 and Provides Earnings Guidance for the Year Ending June 30, 2026Lesaka Technologies, Inc. reaffirmed earnings guidance for the year ending June 30, 2025 and provided earnings guidance for the year ending June 30, 2026. For the year 2025, the company expects Revenue between ZAR 10.0 billion and ZAR 11.0 billion. Net Revenue between ZAR 5.2 billion and ZAR 5.6 billion. For the year 2026, the company expects Revenue between ZAR 11.4 billion and ZAR 12.2 billion. Net Revenue between ZAR 6.4 billion and ZAR 6.9 billion.お知らせ • Apr 09Lesaka Technologies, Inc. to Report Q3, 2025 Results on May 07, 2025Lesaka Technologies, Inc. announced that they will report Q3, 2025 results After-Market on May 07, 2025Recent Insider Transactions • Mar 26Executive Chairman recently bought R1.9m worth of stockOn the 24th of March, Ali Mazanderani bought around 22k shares on-market at roughly R86.37 per share. This transaction amounted to 6.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Ali's only on-market trade for the last 12 months.Reported Earnings • Feb 07Second quarter 2025 earnings released: US$0.40 loss per share (vs US$0.042 loss in 2Q 2024)Second quarter 2025 results: US$0.40 loss per share (further deteriorated from US$0.042 loss in 2Q 2024). Revenue: US$146.8m (up 2.0% from 2Q 2024). Net loss: US$32.1m (loss widened US$29.5m from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 06Lesaka Technologies, Inc. Provides Earnings Guidance for the Third Quarter Ending March 31, 2025 and Reaffirms Earnings Guidance for the Year Ending June 30, 2025Lesaka Technologies, Inc. provided earnings guidance for the third quarter ending March 31, 2025 and reaffirmed earnings guidance for the year ending June 30, 2025. For the quarter, the company expected Revenue between ZAR 2.4 billion and ZAR 2.6 billion and Net Revenue between ZAR 1.3 billion and ZAR 1.5 billion. For the year, the company expected Revenue between ZAR 10.0 billion and ZAR 11.0 billion and Net Revenue between ZAR 5.2 billion and ZAR 5.6 billion.New Risk • Feb 06New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 30% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.お知らせ • Dec 17Lesaka Technologies, Inc. to Report Q2, 2025 Results on Feb 05, 2025Lesaka Technologies, Inc. announced that they will report Q2, 2025 results on Feb 05, 2025お知らせ • Nov 15Lesaka Technologies, Inc. Appoints S. Venessa Naidoo as DirectorLesaka Technologies, Inc. announced election of S. Venessa Naidoo as Director, at the AGM held on November 14, 2024.Reported Earnings • Nov 09First quarter 2025 earnings released: US$0.07 loss per share (vs US$0.089 loss in 1Q 2024)First quarter 2025 results: US$0.07 loss per share (improved from US$0.089 loss in 1Q 2024). Revenue: US$145.5m (up 6.9% from 1Q 2024). Net loss: US$4.54m (loss narrowed 16% from 1Q 2024). Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Diversified Financial industry in Africa. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 07Lesaka Technologies, Inc. Provides Earnings Guidance for the Second Quarter Ending December 31, 2024 and Fiscal Year Ending June 30, 2025Lesaka Technologies, Inc. provided earnings guidance for the second quarter ending December 31, 2024 and fiscal year ending June 30, 2025. For the quarter, the company expected revenue to be between ZAR 2.4 billion and ZAR 2.6 billion. For the year, the company expected revenue to be between ZAR 10.0 billion and ZAR 11.0 billion.New Risk • Oct 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$7.8m net loss next year). Share price has been volatile over the past 3 months (8.3% average weekly change). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).お知らせ • Oct 08Lesaka Technologies, Inc. to Report Q1, 2025 Results on Nov 06, 2024Lesaka Technologies, Inc. announced that they will report Q1, 2025 results After-Market on Nov 06, 2024お知らせ • Oct 05Lesaka Technologies, Inc. Announces Resignation of DirectorsLesaka Technologies, Inc. announced that Messrs. Hamid, Meyer and Nkosi are not standing for re-election at the Annual Meeting. Mr. Hamid resigned effective September 30, 2024, and Messrs. Meyer and Nkosi resigned effective October 1, 2024.お知らせ • Oct 03Lesaka Technologies, Inc., Annual General Meeting, Nov 14, 2024Lesaka Technologies, Inc., Annual General Meeting, Nov 14, 2024. Location: president place, 6th floor, cnr. jan smuts avenue and bolton road, rosebank,2196, johannesburg South Africaお知らせ • Sep 12Lesaka Technologies, Inc. Provides Earnings Guidance for the First Quarter Ending September 30, 2024 and Fiscal Year Ending June 30, 2025Lesaka Technologies, Inc. provided earnings guidance for the first quarter ending September 30, 2024 and fiscal year ending June 30, 2025. For the quarter, the company expected revenue to be between ZAR 2.5 billion and ZAR 2.7 billion. For the year, the company expected revenue to be between ZAR 10.0 billion and ZAR 11.0 billion.お知らせ • Sep 06+ 1 more updateLesaka Technologies, Inc. Announces Group Chief Financial Officer ChangesLesaka Technologies, Inc. announced Naeem Kola, currently Group Chief Financial Officer, will be appointed as Group Chief Operating Officer. Naeem is exceptionally well placed to drive strategic and operational synergies for the group with his extensive financial and operational experience in international fintech, and his understanding of Lesakas transformation through his role as Group Chief Financial Officer of Lesaka since March 2022. Dan Smith will be appointed as Group Chief Financial Officer. Dan is a Chartered Accountant (South Africa), having qualified with PricewaterhouseCoopers South Africa, before moving into various roles in the financial services sectors in South Africa and the United Kingdom. He is currently an Investment Director at Value Capital Partners (Pty) Ltd, Lesakas largest shareholder, and has played an active role in the development of Lesaka since 2021. Dan has over 25 years of corporate finance experience, including heading the Mergers &Acquisitions investment banking team at Standard Bank South Africa. Naeem Kola and Dan Smith will both report directly to Lesakas Executive Chairman, Ali Mazanderani, taking up their new roles from October 1, 2024.New Risk • Aug 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$8.5m net loss next year). Shareholders have been diluted in the past year (3.5% increase in shares outstanding). Significant insider selling over the past 3 months (R9.0m sold).お知らせ • Jul 18Lesaka Technologies, Inc. to Report Q4, 2024 Results on Sep 04, 2024Lesaka Technologies, Inc. announced that they will report Q4, 2024 results After-Market on Sep 04, 2024New Risk • Jul 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$8.5m net loss next year). Shareholders have been diluted in the past year (3.5% increase in shares outstanding). Significant insider selling over the past 3 months (R9.0m sold).New Risk • Jun 26New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R6.9m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$8.5m net loss next year). Share price has been volatile over the past 3 months (8.9% average weekly change). Shareholders have been diluted in the past year (3.5% increase in shares outstanding). Significant insider selling over the past 3 months (R6.9m sold).お知らせ • May 10Lesaka Technologies, Inc. Reaffirms Earnings Guidance for the Year 2024Lesaka Technologies, Inc. reaffirmed earnings guidance for the year 2024. The company re-affirms revenue between ZAR 10.7 billion and ZAR 11.7 billion.Reported Earnings • May 09Third quarter 2024 earnings released: US$0.06 loss per share (vs US$0.091 loss in 3Q 2023)Third quarter 2024 results: US$0.06 loss per share (improved from US$0.091 loss in 3Q 2023). Revenue: US$138.2m (up 3.2% from 3Q 2023). Net loss: US$4.05m (loss narrowed 28% from 3Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Diversified Financial industry in Africa. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • May 08Lesaka Technologies, Inc. (NasdaqGS:LSAK) agreed to acquire Adumo (RF) Pty Ltd from Apis Partners LLP, Apis Growth Fund I, L.P., International Finance Corporation, IFC Financial Institutions Growth Fund, LP, Adumo management and Crossfin Technology Holdings for ZAR 1.6 billion.Lesaka Technologies, Inc. (NasdaqGS:LSAK) signed a definitive agreement to acquire Adumo (RF) Pty Ltd from Apis Growth Fund I, a private equity fund managed by Apis Partners LLP, International Finance Corporation, IFC Financial Institutions Growth Fund, LP, Adumo management and Crossfin Technology Holdings for ZAR 1.6 billion on May 7, 2024. The consideration consists of ZAR 1.358 billion in common equity and ZAR 232 million in cash, funded by internal cash resources and external financing. The closing of the transaction is subject to customary closing conditions, including approval from the competition authorities of South Africa and Namibia, exchange control approval from the financial surveillance department of the South African Reserve Bank, Lesaka obtaining confirmation from FirstRand Bank Limited, Lesaka obtaining all necessary regulatory and shareholder approval,obtaining certain third-party consents. and approval of Adumo shareholders. The transaction is expected to close in the third calendar quarter of 2024. Rand Merchant Bank acted as financial advisor and Werksmans Attorneys Incorporating Jan S. de Villiers acted as legal advisor to Lesaka Technologies, Inc. (NasdaqGS:LSAK) and Webber Wentzel acted as legal advisor to Adumo (RF) Pty Ltd.お知らせ • Mar 28Lesaka Technologies, Inc. to Report Q3, 2024 Results on May 08, 2024Lesaka Technologies, Inc. announced that they will report Q3, 2024 results After-Market on May 08, 2024New Risk • Feb 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$9.4m net loss next year). Shareholders have been diluted in the past year (3.3% increase in shares outstanding).Reported Earnings • Feb 07Second quarter 2024 earnings released: US$0.04 loss per share (vs US$0.11 loss in 2Q 2023)Second quarter 2024 results: US$0.04 loss per share (improved from US$0.11 loss in 2Q 2023). Revenue: US$143.9m (up 5.8% from 2Q 2023). Net loss: US$2.71m (loss narrowed 58% from 2Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Diversified Financial industry in Africa. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 07Lesaka Technologies, Inc. Provides Earnings Guidance for the Third Quarter Ending March 31, 2024 and Re-Affirms Earnings Guidance for the Year Ending June 30, 2024Lesaka Technologies, Inc. provided earnings guidance for the third quarter ending March 31, 2024 and re-affirmed earnings guidance for the year ending June 30, 2024. For the third quarter, the company expects revenue between ZAR 2.7 billion and ZAR 2.8 billion.For the full fiscal year, the company expects revenue between ZAR 10.7 billion and ZAR 11.7 billion.お知らせ • Feb 02Lesaka Technologies, Inc. Announces Appointment of Gaelebale Gaele Manaka as Company SecretaryLesaka announce that Gaelebale 'Gaele' Manaka has joined the team as company secretary. Manaka brings with her a wealth of experience in the listed company secretarial environment from her previous positions at Growthpoint, Altron and Tsogo Sun over the past decade. Her proven track record of excellence in corporate governance reflects a steadfast commitment to fostering good governance practices and ensuring regulatory compliance. Her deep knowledge of King IV and The Companies Act, combined with her leadership skills, will ensure Lesaka develops and maintains best practice in corporate governance. Originally from Johannesburg, Manaka completed her studies at the University of South Africa, where she earned a Bachelor of Accounting Science degree. She also completed the CIS programme at The Chartered Governance Institute of Southern Africa and has recently completed her MBA.お知らせ • Jan 09Lesaka Technologies, Inc. to Report Q2, 2024 Results on Feb 06, 2024Lesaka Technologies, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 06, 2024Recent Insider Transactions • Dec 14Independent Non-Executive Director recently bought R20m worth of stockOn the 12th of December, Ali Mazanderani bought around 322k shares on-market at roughly R62.80 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R19m more in shares than they have sold in the last 12 months.お知らせ • Dec 05+ 1 more updateLesaka Technologies, Inc. Announces Chris Meyer to Conclude Tenure as Group CEO on February 29, 2024Lesaka Technologies, Inc. announced that Chris Meyer will conclude his tenure as Lesaka Group CEO on February 29, 2024. During his nearly three years as Group CEO, Chris has led the successful turnaround and building of the Lesaka fintech platform. Chris will remain a director of Lesaka.Reported Earnings • Nov 08First quarter 2024 earnings released: US$0.09 loss per share (vs US$0.17 loss in 1Q 2023)First quarter 2024 results: US$0.09 loss per share (improved from US$0.17 loss in 1Q 2023). Revenue: US$136.1m (up 9.1% from 1Q 2023). Net loss: US$5.65m (loss narrowed 45% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 08Lesaka Technologies, Inc. Provides Earnings Guidance for the Second Quarter Ending December 31, 2023 and Re-Affirms Earnings Guidance for the Year Ending June 30, 2024Lesaka Technologies, Inc. provided earnings guidance for the second quarter ending December 31, 2023 and re-affirmed earnings guidance for the year ending June 30, 2024. For the quarter, the company expects revenue to be between ZAR 2.65 billion to ZAR 2.75 billion.For the full year, the company expects revenue to be between ZAR 10.7 billion to ZAR 11.7 billion.New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$17m net loss next year). Share price has been volatile over the past 3 months (7.3% average weekly change). Shareholders have been diluted in the past year (3.8% increase in shares outstanding).お知らせ • Oct 12Lesaka Technologies, Inc. to Report Q1, 2024 Results on Nov 07, 2023Lesaka Technologies, Inc. announced that they will report Q1, 2024 results After-Market on Nov 07, 2023お知らせ • Oct 02Lesaka Technologies, Inc., Annual General Meeting, Nov 15, 2023Lesaka Technologies, Inc., Annual General Meeting, Nov 15, 2023, at 09:00 US Eastern Standard Time. Location: principal executive offices located at President Place, 6th Floor, Cnr. Jan Smuts Avenue and Bolton Road, Rosebank Johannesberg South Africa Agenda: To elect twelve directors to serve until the next Annual Meeting of Shareholders and until their successors are duly elected and qualified; to ratify the selection of KPMG, Inc. as independent registered public accounting firm for the fiscal year ending June 30, 2024; to hold an advisory vote to approve executive compensation; to hold an advisory vote regarding whether an advisory vote on executive compensation will occur every one, two or three years; and to transact such other business and act upon any such other matters which may properly come before the annual meeting or any adjournment or postponement of the meeting.New Risk • Oct 01New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$17m net loss next year). Shareholders have been diluted in the past year (3.8% increase in shares outstanding).New Risk • Sep 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$17m net loss next year). Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (4.1% increase in shares outstanding).お知らせ • Sep 13Lesaka Technologies, Inc. Provides Earnings Guidance for the First Quarter Ending September 30, 2023 and Full Year Ending June 30, 2024Lesaka Technologies, Inc. provided earnings guidance for the first quarter ending September 30, 2023 and full year ending June 30, 2024. For the first quarter, the company expects revenue between ZAR 2.50 billion and ZAR 2.55 billion.For the full year, the company expects revenue between ZAR 10.7 billion and ZAR 11.7 billion.Reported Earnings • Sep 13Full year 2023 earnings released: US$0.56 loss per share (vs US$0.75 loss in FY 2022)Full year 2023 results: US$0.56 loss per share (improved from US$0.75 loss in FY 2022). Revenue: US$528.0m (up 137% from FY 2022). Net loss: US$35.1m (loss narrowed 18% from FY 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 11Lesaka Technologies, Inc. to Report Q4, 2023 Results on Sep 12, 2023Lesaka Technologies, Inc. announced that they will report Q4, 2023 results After-Market on Sep 12, 2023お知らせ • Jul 07Lesaka Technologies, Inc. Appoints Venessa Naidoo as an Independent Non-Employee DirectorLesaka Technologies, Inc. announced that it has appointed Ms. Venessa Naidoo as an independent non-employee director to its board as of July 1, 2023. Ms. Naidoo has been appointed as a member of the company’s audit committee. Ms. Naidoo brings a wealth of experience in finance, launching new technologies, managing rapid international growth, restructures, operating in emerging market economies and currencies, and delivering success in highly competitive environments. She is an experienced non-executive director and currently serves on the boards of both OUTsurance, a leading South African insurance company, and RFG Holdings Limited in South Africa. Ms. Naidoo is a Chartered Accountant (SA) and has completed the Harvard Business School and University of the Witwatersrand Senior Executive Programme.Recent Insider Transactions • May 18Group CEO & Director recently bought R103k worth of stockOn the 15th of May, Christopher Meyer bought around 2k shares on-market at roughly R68.82 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Christopher's only on-market trade for the last 12 months.Reported Earnings • May 10Third quarter 2023 earnings released: US$0.09 loss per share (vs US$0.058 loss in 3Q 2022)Third quarter 2023 results: US$0.09 loss per share (further deteriorated from US$0.058 loss in 3Q 2022). Revenue: US$134.0m (up 281% from 3Q 2022). Net loss: US$5.82m (loss widened 78% from 3Q 2022). Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Diversified Financial industry in Africa. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • May 10Lesaka Technologies, Inc. Provides Revenue Guidance for the Year 2023Lesaka Technologies, Inc. provided revenue guidance for the year 2023. For the year, the company expects Revenue between ZAR 8.7 billion and ZAR 9.3 billion.Recent Insider Transactions • Mar 01Director & CEO of Net1 Southern Africa recently sold R1.3m worth of stockOn the 24th of February, Lincoln Mali sold around 16k shares on-market at roughly R82.70 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of R6.9m more than they bought in the last 12 months.Reported Earnings • Feb 09Second quarter 2023 earnings released: US$0.11 loss per share (vs US$0.22 loss in 2Q 2022)Second quarter 2023 results: US$0.11 loss per share (improved from US$0.22 loss in 2Q 2022). Revenue: US$136.1m (up 337% from 2Q 2022). Net loss: US$6.38m (loss narrowed 48% from 2Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 24% growth forecast for the IT industry in Africa. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 08Lesaka Technologies, Inc. Provides Revenue Guidance for Third Quarter 2023 and for the Full Fiscal Year Ended June 2023Lesaka Technologies, Inc. provided revenue guidance for Third Quarter 2023 and for the full fiscal year ended June 2023. ForQ3 2023, the company expects revenue between ZAR 2.5 billion and ZAR 2.8 billion.For full fiscal year ended June 2023, the company expects revenue between ZAR 8.7 billion and ZAR 9.3 billion.お知らせ • Jan 18Lesaka Technologies, Inc. Announces Departure of Alex Smith as Chief Accounting OfficerLesaka Technologies, Inc. announced that Mr. Alex M.R. Smith is leaving the Company to pursue other opportunities. Mr. Smith’s last day of employment will be March 01, 2023. During this notice period, Mr. Smith will assist the Company in consolidating the roles and responsibilities of Chief Accounting Officer (“CAO”) into the ambit of Lesaka’s highly experienced Finance team.お知らせ • Jan 10Lesaka Technologies, Inc. to Report First Half, 2023 Results on Feb 07, 2023Lesaka Technologies, Inc. announced that they will report first half, 2023 results on Feb 07, 2023Board Change • Nov 16High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. Independent Non-Employee Director Ekta Singh-Bushell is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 10First quarter 2023 earnings released: US$0.17 loss per share (vs US$0.23 loss in 1Q 2022)First quarter 2023 results: US$0.17 loss per share (improved from US$0.23 loss in 1Q 2022). Revenue: US$124.8m (up 262% from 1Q 2022). Net loss: US$10.7m (loss narrowed 17% from 1Q 2022). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 24% growth forecast for the IT industry in Africa. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 11Full year 2022 earnings released: US$0.75 loss per share (vs US$0.67 loss in FY 2021)Full year 2022 results: US$0.75 loss per share (further deteriorated from US$0.67 loss in FY 2021). Revenue: US$222.6m (up 70% from FY 2021). Net loss: US$43.0m (loss widened 14% from FY 2021). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 11Third quarter 2022 earnings released: US$0.06 loss per share (vs US$0.11 loss in 3Q 2021)Third quarter 2022 results: US$0.06 loss per share (up from US$0.11 loss in 3Q 2021). Revenue: US$35.2m (up 22% from 3Q 2021). Net loss: US$3.33m (loss narrowed 46% from 3Q 2021). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. Independent Non-Employee Director Ekta Singh-Bushell is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Recent Insider Transactions • Mar 19Independent Non-Executive Director recently bought R911k worth of stockOn the 16th of March, Monde Nkosi bought around 12k shares on-market at roughly R74.24 per share. In the last 3 months, there was an even bigger purchase from another insider worth R5.3m. Insiders have collectively bought R15m more in shares than they have sold in the last 12 months.Reported Earnings • Feb 10Second quarter 2022 earnings: EPS in line with expectations, revenues disappointSecond quarter 2022 results: US$0.22 loss per share (down from US$0.08 loss in 2Q 2021). Revenue: US$31.1m (down 3.7% from 2Q 2021). Net loss: US$12.4m (loss widened 175% from 2Q 2021). Revenue missed analyst estimates by 11%. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Dec 22Group CEO & Director recently bought R5.3m worth of stockOn the 20th of December, Christopher Meyer bought around 67k shares on-market at roughly R80.34 per share. In the last 3 months, they made an even bigger purchase worth R9.1m. Christopher has been a buyer over the last 12 months, purchasing a net total of R16m worth in shares.Recent Insider Transactions • Dec 17Independent Non-Executive Director recently bought R11m worth of stockOn the 15th of December, Monde Nkosi bought around 149k shares on-market at roughly R72.16 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R20m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Nov 19Group CEO & Director recently bought R635k worth of stockOn the 12th of November, Christopher Meyer bought around 8k shares on-market at roughly R84.53 per share. This was the largest purchase by an insider in the last 3 months. Christopher has been a buyer over the last 12 months, purchasing a net total of R1.1m worth in shares.Reported Earnings • Nov 10First quarter 2022 earnings released: US$0.23 loss per share (vs US$0.51 loss in 1Q 2021)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2022 results: Revenue: US$34.5m (down 1.8% from 1Q 2021). Net loss: US$13.0m (loss narrowed 55% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 15Full year 2021 earnings released: US$0.67 loss per share (vs US$1.71 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: US$130.8m (down 13% from FY 2020). Net loss: US$38.1m (loss narrowed 60% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 11% per year.Executive Departure • Jun 19Independent Non-Employee Chairman Jabulane Mabuza has left the companyOn the 16th of June, Jabulane Mabuza's tenure as Independent Non-Employee Chairman ended after 1.1 years in the role. As of March 2021, Jabulane still personally held 79.30k shares (R6.5m worth at the time). A total of 6 executives have left over the last 12 months. The current median tenure of the management team is 1.25 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jun 01Consultant has left the companyOn the 31st of May, Herman Kotze's tenure as Consultant ended after less than a year in the role. As of March 2021, Herman personally held 189.80k shares (R11m worth at the time). A total of 5 executives have left over the last 12 months.Reported Earnings • May 08Third quarter 2021 earnings released: US$0.11 loss per share (vs US$0.77 loss in 3Q 2020)The company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2021 results: Revenue: US$28.8m (down 21% from 3Q 2020). Net loss: US$6.20m (loss narrowed 86% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Executive Departure • May 01Managing Director of Southern Africa has left the companyOn the 30th of April, Nunthakumarin Pillay's tenure in the role of Managing Director of Southern Africa ended. As of December 2020, Nunthakumarin personally held 55.62k shares (R3.8m worth at the time). A total of 4 executives have left over the last 12 months.Recent Insider Transactions • Apr 02Managing Director of Southern Africa recently sold R1.5m worth of stockOn the 29th of March, Nunthakumarin Pillay sold around 18k shares on-market at roughly R82.94 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of R513k more than they bought in the last 12 months.Recent Insider Transactions • Mar 27Independent Non-Executive Director recently bought R13m worth of stockOn the 25th of March, Monde Nkosi bought around 161k shares on-market at roughly R82.44 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R14m more in shares than they have sold in the last 12 months.Is New 90 Day High Low • Feb 22New 90-day high: R89.40The company is up 69% from its price of R53.00 on 24 November 2020. The South African market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 26% over the same period.Recent Insider Transactions • Feb 13Independent Non-Employee Chairman recently bought R708k worth of stockOn the 10th of February, Jabulane Mabuza bought around 10k shares on-market at roughly R71.77 per share. This was the largest purchase by an insider in the last 3 months. This was Jabulane's only on-market trade for the last 12 months.Reported Earnings • Feb 07Second quarter 2021 earnings released: US$0.08 loss per share (vs US$0.052 loss in 2Q 2020)The company reported a poor second quarter result with increased losses, weaker revenues and weaker control over costs. Second quarter 2021 results: Revenue: US$32.3m (down 17% from 2Q 2020). Net loss: US$4.51m (loss widened 54% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 63% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 07Revenue misses expectationsRevenue missed analyst estimates by 8.5%. Over the next year, revenue is forecast to grow 14%, compared to a 25% growth forecast for the IT industry in South Africa.Is New 90 Day High Low • Jan 28New 90-day high: R76.03The company is up 61% from its price of R47.27 on 30 October 2020. The South African market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 18% over the same period.お知らせ • Jan 15Net 1 UEPS Technologies, Inc. to Report Q2, 2021 Results on Feb 04, 2021Net 1 UEPS Technologies, Inc. announced that they will report Q2, 2021 results After-Market on Feb 04, 2021Is New 90 Day High Low • Dec 21New 90-day high: R59.47The company is up 18% from its price of R50.56 on 22 September 2020. The South African market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 20% over the same period.Recent Insider Transactions • Dec 17Independent Non-Executive Director recently bought R5.6m worth of stockOn the 15th of December, Monde Nkosi bought around 108k shares on-market at roughly R51.81 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R5.8m more in shares than they have sold in the last 12 months.お知らせ • Dec 02Net 1 UEPS Technologies, Inc. Appoints Two New Directors to its BoardNet 1 UEPS Technologies, Inc. announced that it has appointed Messrs. Javed Hamid and Monde Nkosi as independent non-executive directors to its board effective December 1, 2020. Mr. Hamid is currently a senior advisor to the International Executive Service Corps and held various positions with the International Finance Corporation (“IFC”), a member of the World Bank Group, and a major shareholder in Net1, from 1979 through to 2006. Mr. Nkosi is an executive director of Value Capital Partners (“VCP”), which is a leading South African investment company and major shareholder in Net1. He was previously on the investment team of FFL Partners, a San Francisco-based private equity firm managing more than $2 billion. Prior to that, Mr. Nkosi was a management consultant at Bain & Company, focused on financial services and telecommunications clients across Sub-Saharan Africa.Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 23%.株主還元LSKZA Diversified FinancialZA 市場7D-2.1%0.3%-2.1%1Y8.7%21.4%10.7%株主還元を見る業界別リターン: LSK過去 1 年間で21.4 % の収益を上げたZA Diversified Financial業界を下回りました。リターン対市場: LSKは、過去 1 年間で10.7 % のリターンを上げたZA市場を下回りました。価格変動Is LSK's price volatile compared to industry and market?LSK volatilityLSK Average Weekly Movement8.3%Diversified Financial Industry Average Movement4.7%Market Average Movement4.9%10% most volatile stocks in ZA Market11.1%10% least volatile stocks in ZA Market3.1%安定した株価: LSKの株価は、 ZA市場と比較して過去 3 か月間で変動しています。時間の経過による変動: LSKの weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてZAの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19893,728Basie Kokwww.lesakatech.comレサカ・テクノロジーズはフィンテック企業として、南部アフリカで金融サービスソリューションとソフトウェアを提供している。同社はB2Cコンシューマー部門とB2Bマーチャント部門の2部門を通じて事業を展開している。同社は、取引口座、融資、保険、キャッシュ・マネージメント、カード受入、サプライヤー決済、ソフトウェア・サービス、請求書支払いなど、さまざまなソリューションや決済ソリューション、付加価値サービスを提供するフルサービスのプラットフォームを運営している。また、POS機器、SIMカード、その他消耗品の販売や、同社が開発した特定の技術の使用権のライセンスも行っている。同社は、正規および非正規の消費者、零細商人、商人、企業顧客にサービスを提供している。同社は以前はNet 1 UEPS Technologies, Inc.として知られていたが、2022年5月にLesaka Technologies, Inc.に社名を変更した。レサカ・テクノロジーズは1997年に法人化され、南アフリカのヨハネスブルグに本社を置いている。もっと見るLesaka Technologies, Inc. 基礎のまとめLesaka Technologies の収益と売上を時価総額と比較するとどうか。LSK 基礎統計学時価総額R6.54b収益（TTM）-R455.53m売上高(TTM)R11.63b0.6xP/Sレシオ-14.4xPER（株価収益率LSK は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計LSK 損益計算書（TTM）収益US$701.70m売上原価US$484.68m売上総利益US$217.02mその他の費用US$244.52m収益-US$27.50m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-0.33グロス・マージン30.93%純利益率-3.92%有利子負債／自己資本比率127.2%LSK の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/11 07:51終値2026/06/10 00:00収益2026/03/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Lesaka Technologies, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関David KoningBairdThomas McCrohanBrean Capital Historical (Janney Montgomery)Theodore O'NeillLitchfield Hills Research, LLC1 その他のアナリストを表示
New Risk • Jun 04New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R143k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Significant insider selling over the past 3 months (R143k sold).
New Risk • May 13New major risk - Revenue and earnings growthEarnings have declined by 9.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.7% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).
お知らせ • Apr 01Lesaka Technologies, Inc. to Report Q3, 2026 Results on May 06, 2026Lesaka Technologies, Inc. announced that they will report Q3, 2026 results on May 06, 2026
Recent Insider Transactions • Mar 08Executive Chairman recently bought R2.5m worth of stockOn the 4th of March, Ali Zaynalabidin-Haeri Mazanderani bought around 32k shares on-market at roughly R76.65 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R6.3m. Ali Zaynalabidin-Haeri has been a buyer over the last 12 months, purchasing a net total of R22m worth in shares.
Recent Insider Transactions • Feb 12Executive Chairman recently bought R6.3m worth of stockOn the 9th of February, Ali Zaynalabidin-Haeri Mazanderani bought around 91k shares on-market at roughly R69.37 per share. This transaction amounted to 3.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Ali Zaynalabidin-Haeri has been a buyer over the last 12 months, purchasing a net total of R20m worth in shares.
Reported Earnings • Feb 07Second quarter 2026 earnings released: EPS: US$0.045 (vs US$0.41 loss in 2Q 2025)Second quarter 2026 results: EPS: US$0.045 (up from US$0.41 loss in 2Q 2025). Revenue: US$178.7m (up 1.4% from 2Q 2025). Net income: US$3.52m (up US$34.9m from 2Q 2025). Profit margin: 2.0% (up from net loss in 2Q 2025). Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Diversified Financial industry in Africa. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
New Risk • Jun 04New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R143k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Significant insider selling over the past 3 months (R143k sold).
New Risk • May 13New major risk - Revenue and earnings growthEarnings have declined by 9.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.7% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).
お知らせ • Apr 01Lesaka Technologies, Inc. to Report Q3, 2026 Results on May 06, 2026Lesaka Technologies, Inc. announced that they will report Q3, 2026 results on May 06, 2026
Recent Insider Transactions • Mar 08Executive Chairman recently bought R2.5m worth of stockOn the 4th of March, Ali Zaynalabidin-Haeri Mazanderani bought around 32k shares on-market at roughly R76.65 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R6.3m. Ali Zaynalabidin-Haeri has been a buyer over the last 12 months, purchasing a net total of R22m worth in shares.
Recent Insider Transactions • Feb 12Executive Chairman recently bought R6.3m worth of stockOn the 9th of February, Ali Zaynalabidin-Haeri Mazanderani bought around 91k shares on-market at roughly R69.37 per share. This transaction amounted to 3.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Ali Zaynalabidin-Haeri has been a buyer over the last 12 months, purchasing a net total of R20m worth in shares.
Reported Earnings • Feb 07Second quarter 2026 earnings released: EPS: US$0.045 (vs US$0.41 loss in 2Q 2025)Second quarter 2026 results: EPS: US$0.045 (up from US$0.41 loss in 2Q 2025). Revenue: US$178.7m (up 1.4% from 2Q 2025). Net income: US$3.52m (up US$34.9m from 2Q 2025). Profit margin: 2.0% (up from net loss in 2Q 2025). Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Diversified Financial industry in Africa. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 06Lesaka Technologies, Inc. Provides Financial Guidance for the Third Quarter Ending March 31, 2026 and Reaffirms Financial Guidance for the Year Ending June 30, 2026Lesaka Technologies, Inc. provided financial guidance for the third quarter ending March 31, 2026 and reaffirms financial guidance for the year ending June 30, 2026. For the third quarter, the company expects Net Revenue between ZAR 1.65 billion and ZAR 1.80 billion. For the year, the company expects Net Revenue between ZAR 6.4 billion and ZAR 6.9 billion; Net Income Attributable to Lesaka to be positive.
New Risk • Jan 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Recent Insider Transactions • Dec 16Group CFO & Director recently bought R1.3m worth of stockOn the 10th of December, Daniel Smith bought around 17k shares on-market at roughly R73.68 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Daniel has been a buyer over the last 12 months, purchasing a net total of R1.7m worth in shares.
お知らせ • Dec 12Lesaka Technologies, Inc. to Report Q2, 2026 Results on Feb 04, 2026Lesaka Technologies, Inc. announced that they will report Q2, 2026 results After-Market on Feb 04, 2026
お知らせ • Nov 07Lesaka Technologies, Inc. Provides Earnings Guidance for the Second Quarter Ending December 31, 2025 and Reaffirms Earnings Guidance for the Year Ending June 30, 2026Lesaka Technologies, Inc. provided earnings guidance for the second quarter ending December 31, 2025 and reaffirmed earnings guidance for the year ending June 30, 2026. For the quarter ending December 31, 2025, the company expected net revenue between ZAR 1.575 billion and ZAR 1.725 billion. For the year ending June 30, 2026, the company reaffirmed net revenue between ZAR 6.4 billion and ZAR 6.9 billion. Net Income Attributable to Lesaka to be positive.
お知らせ • Oct 30Lesaka Technologies, Inc., Annual General Meeting, Dec 08, 2025Lesaka Technologies, Inc., Annual General Meeting, Dec 08, 2025. Location: president place, 6th floor, cnr. jan smuts avenue and bolton road, rosebank, johannesburg South Africa
お知らせ • Oct 07Lesaka Technologies, Inc. to Report Q1, 2026 Results on Nov 05, 2025Lesaka Technologies, Inc. announced that they will report Q1, 2026 results After-Market on Nov 05, 2025
お知らせ • Sep 17Lesaka Technologies, Inc. announced delayed annual 10-K filingOn 09/16/2025, Lesaka Technologies, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.
New Risk • Sep 12New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Shareholders have been diluted in the past year (28% increase in shares outstanding).
お知らせ • Sep 12Lesaka Technologies, Inc. Provides Earnings Guidance for the First Quarter Ending September 30, 2025 and Year Ending June 30, 2026Lesaka Technologies, Inc. provided earnings guidance for the first quarter ending September 30, 2025 and year ending June 30, 2026. For the quarter ending September 30, 2025, the company expects Net Revenue between ZAR 1.50 billion and ZAR 1.65 billion. For the year ending June 30, 2026, the company expects Net Revenue between ZAR 6.4 billion and ZAR 6.9 billion and Net Income Attributable to Lesaka to be positive.
お知らせ • Jul 10Lesaka Technologies, Inc. to Report Q4, 2025 Results on Sep 03, 2025Lesaka Technologies, Inc. announced that they will report Q4, 2025 results After-Market on Sep 03, 2025
New Risk • Jul 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$8.5m net loss next year). Share price has been volatile over the past 3 months (7.8% average weekly change). Shareholders have been diluted in the past year (30% increase in shares outstanding).
Reported Earnings • May 09Third quarter 2025 earnings released: US$0.27 loss per share (vs US$0.063 loss in 3Q 2024)Third quarter 2025 results: US$0.27 loss per share (further deteriorated from US$0.063 loss in 3Q 2024). Revenue: US$135.7m (down 1.8% from 3Q 2024). Net loss: US$22.1m (loss widened 470% from 3Q 2024). Revenue is forecast to stay flat during the next 2 years compared to a 12% growth forecast for the Diversified Financial industry in Africa. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.
お知らせ • May 08Lesaka Technologies, Inc. Reaffirms Earnings Guidance for the Year Ending June 30, 2025 and Provides Earnings Guidance for the Year Ending June 30, 2026Lesaka Technologies, Inc. reaffirmed earnings guidance for the year ending June 30, 2025 and provided earnings guidance for the year ending June 30, 2026. For the year 2025, the company expects Revenue between ZAR 10.0 billion and ZAR 11.0 billion. Net Revenue between ZAR 5.2 billion and ZAR 5.6 billion. For the year 2026, the company expects Revenue between ZAR 11.4 billion and ZAR 12.2 billion. Net Revenue between ZAR 6.4 billion and ZAR 6.9 billion.
お知らせ • Apr 09Lesaka Technologies, Inc. to Report Q3, 2025 Results on May 07, 2025Lesaka Technologies, Inc. announced that they will report Q3, 2025 results After-Market on May 07, 2025
Recent Insider Transactions • Mar 26Executive Chairman recently bought R1.9m worth of stockOn the 24th of March, Ali Mazanderani bought around 22k shares on-market at roughly R86.37 per share. This transaction amounted to 6.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Ali's only on-market trade for the last 12 months.
Reported Earnings • Feb 07Second quarter 2025 earnings released: US$0.40 loss per share (vs US$0.042 loss in 2Q 2024)Second quarter 2025 results: US$0.40 loss per share (further deteriorated from US$0.042 loss in 2Q 2024). Revenue: US$146.8m (up 2.0% from 2Q 2024). Net loss: US$32.1m (loss widened US$29.5m from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 06Lesaka Technologies, Inc. Provides Earnings Guidance for the Third Quarter Ending March 31, 2025 and Reaffirms Earnings Guidance for the Year Ending June 30, 2025Lesaka Technologies, Inc. provided earnings guidance for the third quarter ending March 31, 2025 and reaffirmed earnings guidance for the year ending June 30, 2025. For the quarter, the company expected Revenue between ZAR 2.4 billion and ZAR 2.6 billion and Net Revenue between ZAR 1.3 billion and ZAR 1.5 billion. For the year, the company expected Revenue between ZAR 10.0 billion and ZAR 11.0 billion and Net Revenue between ZAR 5.2 billion and ZAR 5.6 billion.
New Risk • Feb 06New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 30% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
お知らせ • Dec 17Lesaka Technologies, Inc. to Report Q2, 2025 Results on Feb 05, 2025Lesaka Technologies, Inc. announced that they will report Q2, 2025 results on Feb 05, 2025
お知らせ • Nov 15Lesaka Technologies, Inc. Appoints S. Venessa Naidoo as DirectorLesaka Technologies, Inc. announced election of S. Venessa Naidoo as Director, at the AGM held on November 14, 2024.
Reported Earnings • Nov 09First quarter 2025 earnings released: US$0.07 loss per share (vs US$0.089 loss in 1Q 2024)First quarter 2025 results: US$0.07 loss per share (improved from US$0.089 loss in 1Q 2024). Revenue: US$145.5m (up 6.9% from 1Q 2024). Net loss: US$4.54m (loss narrowed 16% from 1Q 2024). Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Diversified Financial industry in Africa. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 07Lesaka Technologies, Inc. Provides Earnings Guidance for the Second Quarter Ending December 31, 2024 and Fiscal Year Ending June 30, 2025Lesaka Technologies, Inc. provided earnings guidance for the second quarter ending December 31, 2024 and fiscal year ending June 30, 2025. For the quarter, the company expected revenue to be between ZAR 2.4 billion and ZAR 2.6 billion. For the year, the company expected revenue to be between ZAR 10.0 billion and ZAR 11.0 billion.
New Risk • Oct 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$7.8m net loss next year). Share price has been volatile over the past 3 months (8.3% average weekly change). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).
お知らせ • Oct 08Lesaka Technologies, Inc. to Report Q1, 2025 Results on Nov 06, 2024Lesaka Technologies, Inc. announced that they will report Q1, 2025 results After-Market on Nov 06, 2024
お知らせ • Oct 05Lesaka Technologies, Inc. Announces Resignation of DirectorsLesaka Technologies, Inc. announced that Messrs. Hamid, Meyer and Nkosi are not standing for re-election at the Annual Meeting. Mr. Hamid resigned effective September 30, 2024, and Messrs. Meyer and Nkosi resigned effective October 1, 2024.
お知らせ • Oct 03Lesaka Technologies, Inc., Annual General Meeting, Nov 14, 2024Lesaka Technologies, Inc., Annual General Meeting, Nov 14, 2024. Location: president place, 6th floor, cnr. jan smuts avenue and bolton road, rosebank,2196, johannesburg South Africa
お知らせ • Sep 12Lesaka Technologies, Inc. Provides Earnings Guidance for the First Quarter Ending September 30, 2024 and Fiscal Year Ending June 30, 2025Lesaka Technologies, Inc. provided earnings guidance for the first quarter ending September 30, 2024 and fiscal year ending June 30, 2025. For the quarter, the company expected revenue to be between ZAR 2.5 billion and ZAR 2.7 billion. For the year, the company expected revenue to be between ZAR 10.0 billion and ZAR 11.0 billion.
お知らせ • Sep 06+ 1 more updateLesaka Technologies, Inc. Announces Group Chief Financial Officer ChangesLesaka Technologies, Inc. announced Naeem Kola, currently Group Chief Financial Officer, will be appointed as Group Chief Operating Officer. Naeem is exceptionally well placed to drive strategic and operational synergies for the group with his extensive financial and operational experience in international fintech, and his understanding of Lesakas transformation through his role as Group Chief Financial Officer of Lesaka since March 2022. Dan Smith will be appointed as Group Chief Financial Officer. Dan is a Chartered Accountant (South Africa), having qualified with PricewaterhouseCoopers South Africa, before moving into various roles in the financial services sectors in South Africa and the United Kingdom. He is currently an Investment Director at Value Capital Partners (Pty) Ltd, Lesakas largest shareholder, and has played an active role in the development of Lesaka since 2021. Dan has over 25 years of corporate finance experience, including heading the Mergers &Acquisitions investment banking team at Standard Bank South Africa. Naeem Kola and Dan Smith will both report directly to Lesakas Executive Chairman, Ali Mazanderani, taking up their new roles from October 1, 2024.
New Risk • Aug 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$8.5m net loss next year). Shareholders have been diluted in the past year (3.5% increase in shares outstanding). Significant insider selling over the past 3 months (R9.0m sold).
お知らせ • Jul 18Lesaka Technologies, Inc. to Report Q4, 2024 Results on Sep 04, 2024Lesaka Technologies, Inc. announced that they will report Q4, 2024 results After-Market on Sep 04, 2024
New Risk • Jul 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$8.5m net loss next year). Shareholders have been diluted in the past year (3.5% increase in shares outstanding). Significant insider selling over the past 3 months (R9.0m sold).
New Risk • Jun 26New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R6.9m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$8.5m net loss next year). Share price has been volatile over the past 3 months (8.9% average weekly change). Shareholders have been diluted in the past year (3.5% increase in shares outstanding). Significant insider selling over the past 3 months (R6.9m sold).
お知らせ • May 10Lesaka Technologies, Inc. Reaffirms Earnings Guidance for the Year 2024Lesaka Technologies, Inc. reaffirmed earnings guidance for the year 2024. The company re-affirms revenue between ZAR 10.7 billion and ZAR 11.7 billion.
Reported Earnings • May 09Third quarter 2024 earnings released: US$0.06 loss per share (vs US$0.091 loss in 3Q 2023)Third quarter 2024 results: US$0.06 loss per share (improved from US$0.091 loss in 3Q 2023). Revenue: US$138.2m (up 3.2% from 3Q 2023). Net loss: US$4.05m (loss narrowed 28% from 3Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Diversified Financial industry in Africa. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • May 08Lesaka Technologies, Inc. (NasdaqGS:LSAK) agreed to acquire Adumo (RF) Pty Ltd from Apis Partners LLP, Apis Growth Fund I, L.P., International Finance Corporation, IFC Financial Institutions Growth Fund, LP, Adumo management and Crossfin Technology Holdings for ZAR 1.6 billion.Lesaka Technologies, Inc. (NasdaqGS:LSAK) signed a definitive agreement to acquire Adumo (RF) Pty Ltd from Apis Growth Fund I, a private equity fund managed by Apis Partners LLP, International Finance Corporation, IFC Financial Institutions Growth Fund, LP, Adumo management and Crossfin Technology Holdings for ZAR 1.6 billion on May 7, 2024. The consideration consists of ZAR 1.358 billion in common equity and ZAR 232 million in cash, funded by internal cash resources and external financing. The closing of the transaction is subject to customary closing conditions, including approval from the competition authorities of South Africa and Namibia, exchange control approval from the financial surveillance department of the South African Reserve Bank, Lesaka obtaining confirmation from FirstRand Bank Limited, Lesaka obtaining all necessary regulatory and shareholder approval,obtaining certain third-party consents. and approval of Adumo shareholders. The transaction is expected to close in the third calendar quarter of 2024. Rand Merchant Bank acted as financial advisor and Werksmans Attorneys Incorporating Jan S. de Villiers acted as legal advisor to Lesaka Technologies, Inc. (NasdaqGS:LSAK) and Webber Wentzel acted as legal advisor to Adumo (RF) Pty Ltd.
お知らせ • Mar 28Lesaka Technologies, Inc. to Report Q3, 2024 Results on May 08, 2024Lesaka Technologies, Inc. announced that they will report Q3, 2024 results After-Market on May 08, 2024
New Risk • Feb 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$9.4m net loss next year). Shareholders have been diluted in the past year (3.3% increase in shares outstanding).
Reported Earnings • Feb 07Second quarter 2024 earnings released: US$0.04 loss per share (vs US$0.11 loss in 2Q 2023)Second quarter 2024 results: US$0.04 loss per share (improved from US$0.11 loss in 2Q 2023). Revenue: US$143.9m (up 5.8% from 2Q 2023). Net loss: US$2.71m (loss narrowed 58% from 2Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Diversified Financial industry in Africa. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 07Lesaka Technologies, Inc. Provides Earnings Guidance for the Third Quarter Ending March 31, 2024 and Re-Affirms Earnings Guidance for the Year Ending June 30, 2024Lesaka Technologies, Inc. provided earnings guidance for the third quarter ending March 31, 2024 and re-affirmed earnings guidance for the year ending June 30, 2024. For the third quarter, the company expects revenue between ZAR 2.7 billion and ZAR 2.8 billion.For the full fiscal year, the company expects revenue between ZAR 10.7 billion and ZAR 11.7 billion.
お知らせ • Feb 02Lesaka Technologies, Inc. Announces Appointment of Gaelebale Gaele Manaka as Company SecretaryLesaka announce that Gaelebale 'Gaele' Manaka has joined the team as company secretary. Manaka brings with her a wealth of experience in the listed company secretarial environment from her previous positions at Growthpoint, Altron and Tsogo Sun over the past decade. Her proven track record of excellence in corporate governance reflects a steadfast commitment to fostering good governance practices and ensuring regulatory compliance. Her deep knowledge of King IV and The Companies Act, combined with her leadership skills, will ensure Lesaka develops and maintains best practice in corporate governance. Originally from Johannesburg, Manaka completed her studies at the University of South Africa, where she earned a Bachelor of Accounting Science degree. She also completed the CIS programme at The Chartered Governance Institute of Southern Africa and has recently completed her MBA.
お知らせ • Jan 09Lesaka Technologies, Inc. to Report Q2, 2024 Results on Feb 06, 2024Lesaka Technologies, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 06, 2024
Recent Insider Transactions • Dec 14Independent Non-Executive Director recently bought R20m worth of stockOn the 12th of December, Ali Mazanderani bought around 322k shares on-market at roughly R62.80 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R19m more in shares than they have sold in the last 12 months.
お知らせ • Dec 05+ 1 more updateLesaka Technologies, Inc. Announces Chris Meyer to Conclude Tenure as Group CEO on February 29, 2024Lesaka Technologies, Inc. announced that Chris Meyer will conclude his tenure as Lesaka Group CEO on February 29, 2024. During his nearly three years as Group CEO, Chris has led the successful turnaround and building of the Lesaka fintech platform. Chris will remain a director of Lesaka.
Reported Earnings • Nov 08First quarter 2024 earnings released: US$0.09 loss per share (vs US$0.17 loss in 1Q 2023)First quarter 2024 results: US$0.09 loss per share (improved from US$0.17 loss in 1Q 2023). Revenue: US$136.1m (up 9.1% from 1Q 2023). Net loss: US$5.65m (loss narrowed 45% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 08Lesaka Technologies, Inc. Provides Earnings Guidance for the Second Quarter Ending December 31, 2023 and Re-Affirms Earnings Guidance for the Year Ending June 30, 2024Lesaka Technologies, Inc. provided earnings guidance for the second quarter ending December 31, 2023 and re-affirmed earnings guidance for the year ending June 30, 2024. For the quarter, the company expects revenue to be between ZAR 2.65 billion to ZAR 2.75 billion.For the full year, the company expects revenue to be between ZAR 10.7 billion to ZAR 11.7 billion.
New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$17m net loss next year). Share price has been volatile over the past 3 months (7.3% average weekly change). Shareholders have been diluted in the past year (3.8% increase in shares outstanding).
お知らせ • Oct 12Lesaka Technologies, Inc. to Report Q1, 2024 Results on Nov 07, 2023Lesaka Technologies, Inc. announced that they will report Q1, 2024 results After-Market on Nov 07, 2023
お知らせ • Oct 02Lesaka Technologies, Inc., Annual General Meeting, Nov 15, 2023Lesaka Technologies, Inc., Annual General Meeting, Nov 15, 2023, at 09:00 US Eastern Standard Time. Location: principal executive offices located at President Place, 6th Floor, Cnr. Jan Smuts Avenue and Bolton Road, Rosebank Johannesberg South Africa Agenda: To elect twelve directors to serve until the next Annual Meeting of Shareholders and until their successors are duly elected and qualified; to ratify the selection of KPMG, Inc. as independent registered public accounting firm for the fiscal year ending June 30, 2024; to hold an advisory vote to approve executive compensation; to hold an advisory vote regarding whether an advisory vote on executive compensation will occur every one, two or three years; and to transact such other business and act upon any such other matters which may properly come before the annual meeting or any adjournment or postponement of the meeting.
New Risk • Oct 01New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$17m net loss next year). Shareholders have been diluted in the past year (3.8% increase in shares outstanding).
New Risk • Sep 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$17m net loss next year). Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (4.1% increase in shares outstanding).
お知らせ • Sep 13Lesaka Technologies, Inc. Provides Earnings Guidance for the First Quarter Ending September 30, 2023 and Full Year Ending June 30, 2024Lesaka Technologies, Inc. provided earnings guidance for the first quarter ending September 30, 2023 and full year ending June 30, 2024. For the first quarter, the company expects revenue between ZAR 2.50 billion and ZAR 2.55 billion.For the full year, the company expects revenue between ZAR 10.7 billion and ZAR 11.7 billion.
Reported Earnings • Sep 13Full year 2023 earnings released: US$0.56 loss per share (vs US$0.75 loss in FY 2022)Full year 2023 results: US$0.56 loss per share (improved from US$0.75 loss in FY 2022). Revenue: US$528.0m (up 137% from FY 2022). Net loss: US$35.1m (loss narrowed 18% from FY 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 11Lesaka Technologies, Inc. to Report Q4, 2023 Results on Sep 12, 2023Lesaka Technologies, Inc. announced that they will report Q4, 2023 results After-Market on Sep 12, 2023
お知らせ • Jul 07Lesaka Technologies, Inc. Appoints Venessa Naidoo as an Independent Non-Employee DirectorLesaka Technologies, Inc. announced that it has appointed Ms. Venessa Naidoo as an independent non-employee director to its board as of July 1, 2023. Ms. Naidoo has been appointed as a member of the company’s audit committee. Ms. Naidoo brings a wealth of experience in finance, launching new technologies, managing rapid international growth, restructures, operating in emerging market economies and currencies, and delivering success in highly competitive environments. She is an experienced non-executive director and currently serves on the boards of both OUTsurance, a leading South African insurance company, and RFG Holdings Limited in South Africa. Ms. Naidoo is a Chartered Accountant (SA) and has completed the Harvard Business School and University of the Witwatersrand Senior Executive Programme.
Recent Insider Transactions • May 18Group CEO & Director recently bought R103k worth of stockOn the 15th of May, Christopher Meyer bought around 2k shares on-market at roughly R68.82 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Christopher's only on-market trade for the last 12 months.
Reported Earnings • May 10Third quarter 2023 earnings released: US$0.09 loss per share (vs US$0.058 loss in 3Q 2022)Third quarter 2023 results: US$0.09 loss per share (further deteriorated from US$0.058 loss in 3Q 2022). Revenue: US$134.0m (up 281% from 3Q 2022). Net loss: US$5.82m (loss widened 78% from 3Q 2022). Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Diversified Financial industry in Africa. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • May 10Lesaka Technologies, Inc. Provides Revenue Guidance for the Year 2023Lesaka Technologies, Inc. provided revenue guidance for the year 2023. For the year, the company expects Revenue between ZAR 8.7 billion and ZAR 9.3 billion.
Recent Insider Transactions • Mar 01Director & CEO of Net1 Southern Africa recently sold R1.3m worth of stockOn the 24th of February, Lincoln Mali sold around 16k shares on-market at roughly R82.70 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of R6.9m more than they bought in the last 12 months.
Reported Earnings • Feb 09Second quarter 2023 earnings released: US$0.11 loss per share (vs US$0.22 loss in 2Q 2022)Second quarter 2023 results: US$0.11 loss per share (improved from US$0.22 loss in 2Q 2022). Revenue: US$136.1m (up 337% from 2Q 2022). Net loss: US$6.38m (loss narrowed 48% from 2Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 24% growth forecast for the IT industry in Africa. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 08Lesaka Technologies, Inc. Provides Revenue Guidance for Third Quarter 2023 and for the Full Fiscal Year Ended June 2023Lesaka Technologies, Inc. provided revenue guidance for Third Quarter 2023 and for the full fiscal year ended June 2023. ForQ3 2023, the company expects revenue between ZAR 2.5 billion and ZAR 2.8 billion.For full fiscal year ended June 2023, the company expects revenue between ZAR 8.7 billion and ZAR 9.3 billion.
お知らせ • Jan 18Lesaka Technologies, Inc. Announces Departure of Alex Smith as Chief Accounting OfficerLesaka Technologies, Inc. announced that Mr. Alex M.R. Smith is leaving the Company to pursue other opportunities. Mr. Smith’s last day of employment will be March 01, 2023. During this notice period, Mr. Smith will assist the Company in consolidating the roles and responsibilities of Chief Accounting Officer (“CAO”) into the ambit of Lesaka’s highly experienced Finance team.
お知らせ • Jan 10Lesaka Technologies, Inc. to Report First Half, 2023 Results on Feb 07, 2023Lesaka Technologies, Inc. announced that they will report first half, 2023 results on Feb 07, 2023
Board Change • Nov 16High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. Independent Non-Employee Director Ekta Singh-Bushell is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 10First quarter 2023 earnings released: US$0.17 loss per share (vs US$0.23 loss in 1Q 2022)First quarter 2023 results: US$0.17 loss per share (improved from US$0.23 loss in 1Q 2022). Revenue: US$124.8m (up 262% from 1Q 2022). Net loss: US$10.7m (loss narrowed 17% from 1Q 2022). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 24% growth forecast for the IT industry in Africa. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 11Full year 2022 earnings released: US$0.75 loss per share (vs US$0.67 loss in FY 2021)Full year 2022 results: US$0.75 loss per share (further deteriorated from US$0.67 loss in FY 2021). Revenue: US$222.6m (up 70% from FY 2021). Net loss: US$43.0m (loss widened 14% from FY 2021). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 11Third quarter 2022 earnings released: US$0.06 loss per share (vs US$0.11 loss in 3Q 2021)Third quarter 2022 results: US$0.06 loss per share (up from US$0.11 loss in 3Q 2021). Revenue: US$35.2m (up 22% from 3Q 2021). Net loss: US$3.33m (loss narrowed 46% from 3Q 2021). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. Independent Non-Employee Director Ekta Singh-Bushell is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Recent Insider Transactions • Mar 19Independent Non-Executive Director recently bought R911k worth of stockOn the 16th of March, Monde Nkosi bought around 12k shares on-market at roughly R74.24 per share. In the last 3 months, there was an even bigger purchase from another insider worth R5.3m. Insiders have collectively bought R15m more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 10Second quarter 2022 earnings: EPS in line with expectations, revenues disappointSecond quarter 2022 results: US$0.22 loss per share (down from US$0.08 loss in 2Q 2021). Revenue: US$31.1m (down 3.7% from 2Q 2021). Net loss: US$12.4m (loss widened 175% from 2Q 2021). Revenue missed analyst estimates by 11%. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Dec 22Group CEO & Director recently bought R5.3m worth of stockOn the 20th of December, Christopher Meyer bought around 67k shares on-market at roughly R80.34 per share. In the last 3 months, they made an even bigger purchase worth R9.1m. Christopher has been a buyer over the last 12 months, purchasing a net total of R16m worth in shares.
Recent Insider Transactions • Dec 17Independent Non-Executive Director recently bought R11m worth of stockOn the 15th of December, Monde Nkosi bought around 149k shares on-market at roughly R72.16 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R20m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Nov 19Group CEO & Director recently bought R635k worth of stockOn the 12th of November, Christopher Meyer bought around 8k shares on-market at roughly R84.53 per share. This was the largest purchase by an insider in the last 3 months. Christopher has been a buyer over the last 12 months, purchasing a net total of R1.1m worth in shares.
Reported Earnings • Nov 10First quarter 2022 earnings released: US$0.23 loss per share (vs US$0.51 loss in 1Q 2021)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2022 results: Revenue: US$34.5m (down 1.8% from 1Q 2021). Net loss: US$13.0m (loss narrowed 55% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 15Full year 2021 earnings released: US$0.67 loss per share (vs US$1.71 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: US$130.8m (down 13% from FY 2020). Net loss: US$38.1m (loss narrowed 60% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 11% per year.
Executive Departure • Jun 19Independent Non-Employee Chairman Jabulane Mabuza has left the companyOn the 16th of June, Jabulane Mabuza's tenure as Independent Non-Employee Chairman ended after 1.1 years in the role. As of March 2021, Jabulane still personally held 79.30k shares (R6.5m worth at the time). A total of 6 executives have left over the last 12 months. The current median tenure of the management team is 1.25 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jun 01Consultant has left the companyOn the 31st of May, Herman Kotze's tenure as Consultant ended after less than a year in the role. As of March 2021, Herman personally held 189.80k shares (R11m worth at the time). A total of 5 executives have left over the last 12 months.
Reported Earnings • May 08Third quarter 2021 earnings released: US$0.11 loss per share (vs US$0.77 loss in 3Q 2020)The company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2021 results: Revenue: US$28.8m (down 21% from 3Q 2020). Net loss: US$6.20m (loss narrowed 86% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Executive Departure • May 01Managing Director of Southern Africa has left the companyOn the 30th of April, Nunthakumarin Pillay's tenure in the role of Managing Director of Southern Africa ended. As of December 2020, Nunthakumarin personally held 55.62k shares (R3.8m worth at the time). A total of 4 executives have left over the last 12 months.
Recent Insider Transactions • Apr 02Managing Director of Southern Africa recently sold R1.5m worth of stockOn the 29th of March, Nunthakumarin Pillay sold around 18k shares on-market at roughly R82.94 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of R513k more than they bought in the last 12 months.
Recent Insider Transactions • Mar 27Independent Non-Executive Director recently bought R13m worth of stockOn the 25th of March, Monde Nkosi bought around 161k shares on-market at roughly R82.44 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R14m more in shares than they have sold in the last 12 months.
Is New 90 Day High Low • Feb 22New 90-day high: R89.40The company is up 69% from its price of R53.00 on 24 November 2020. The South African market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 26% over the same period.
Recent Insider Transactions • Feb 13Independent Non-Employee Chairman recently bought R708k worth of stockOn the 10th of February, Jabulane Mabuza bought around 10k shares on-market at roughly R71.77 per share. This was the largest purchase by an insider in the last 3 months. This was Jabulane's only on-market trade for the last 12 months.
Reported Earnings • Feb 07Second quarter 2021 earnings released: US$0.08 loss per share (vs US$0.052 loss in 2Q 2020)The company reported a poor second quarter result with increased losses, weaker revenues and weaker control over costs. Second quarter 2021 results: Revenue: US$32.3m (down 17% from 2Q 2020). Net loss: US$4.51m (loss widened 54% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 63% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 07Revenue misses expectationsRevenue missed analyst estimates by 8.5%. Over the next year, revenue is forecast to grow 14%, compared to a 25% growth forecast for the IT industry in South Africa.
Is New 90 Day High Low • Jan 28New 90-day high: R76.03The company is up 61% from its price of R47.27 on 30 October 2020. The South African market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 18% over the same period.
お知らせ • Jan 15Net 1 UEPS Technologies, Inc. to Report Q2, 2021 Results on Feb 04, 2021Net 1 UEPS Technologies, Inc. announced that they will report Q2, 2021 results After-Market on Feb 04, 2021
Is New 90 Day High Low • Dec 21New 90-day high: R59.47The company is up 18% from its price of R50.56 on 22 September 2020. The South African market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 20% over the same period.
Recent Insider Transactions • Dec 17Independent Non-Executive Director recently bought R5.6m worth of stockOn the 15th of December, Monde Nkosi bought around 108k shares on-market at roughly R51.81 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R5.8m more in shares than they have sold in the last 12 months.
お知らせ • Dec 02Net 1 UEPS Technologies, Inc. Appoints Two New Directors to its BoardNet 1 UEPS Technologies, Inc. announced that it has appointed Messrs. Javed Hamid and Monde Nkosi as independent non-executive directors to its board effective December 1, 2020. Mr. Hamid is currently a senior advisor to the International Executive Service Corps and held various positions with the International Finance Corporation (“IFC”), a member of the World Bank Group, and a major shareholder in Net1, from 1979 through to 2006. Mr. Nkosi is an executive director of Value Capital Partners (“VCP”), which is a leading South African investment company and major shareholder in Net1. He was previously on the investment team of FFL Partners, a San Francisco-based private equity firm managing more than $2 billion. Prior to that, Mr. Nkosi was a management consultant at Bain & Company, focused on financial services and telecommunications clients across Sub-Saharan Africa.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 23%.
