STADIO Holdings is enjoying excellent support in the market for its strategy, evidenced by a strong share price performance in a year when the shine has come off many SA Inc. stocks.

This begs the question: how are they getting it right?

CEO Chris Vorster and CFO Ishak Kula joined me on this podcast to talk about not just the recent performance, but also the major growth drivers that underpin the medium-term targets. The discussion includes insights into:

• STADIO's core DNA and the principles that guide the business.


• The importance of communication with the market, including on financial targets.


• Key focus areas of institutional investors based on discussions at recent roadshows and conferences.


• Developments in the underlying business in areas like the Durbanville Campus and AFDA.


• The broader strategy around the road to being recognised as a university.


• The value of AI in the business and other shared services.


• The medium-term goals for student growth, margins and return on equity.

My thanks to STADIO for valuing the Ghost Mail audience and recognising the importance of sharing this level of insight with the retail investor base.

Please note that this podcast is brought to you by STADIO Holdings. The goal is to give you further insights into the strategy and business model based on recent company announcements. I crafted the questions myself, without any influence from the business. Please note that as always, nothing new here is financial advice and you should not interpret this podcast as an endorsement of the company. Instead use it as part of your broader research process in your portfolio and be sure to refer to STADIO’s announcements and reports for more information.