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Added to YB: 2024-12-17

Pitch date: 2024-12-16

LSAK [bullish]

Lesaka Technologies, Inc.

+0.4%

current return

Author Info

Thomas Niel is a value investor seeking opportunities in micro-cap and nano-cap stocks.

Company Info

Lesaka Technologies, Inc. operates as a Fintech company, provides financial services solutions and software in Southern Africa.

Market Cap

$389.0M

Pitch Price

$5.03

Price Target

N/A

Dividend

N/A

Sector

Financial Services

Category

growth

Show full summary:
Lesaka Technologies: Recent News Bolsters The Bull Case

LSAK: Fintech focused on SA digital payments. Q1 rev $145.5M (+6.9% YoY), adj EBITDA $9.4M (+17.5%). Acquiring Recharger for $28.4M at 6x EBITDA. MobiKwik IPO could yield $36.5M-$51M after-tax. Pro forma FY25 EV/EBITDA 8-8.8x vs peer 11.8x. $7-$8 PT (+37-56%). Risks: acquisition execution, SA politics.

Read full article (8 min)