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Jared Houston

Research Analyst at All Weather

Jared Houston is an equity research analyst at All Weather with a focus on technology, software, and internet companies. He has covered prominent names such as Microsoft, Salesforce, ServiceNow, and Adobe, consistently generating above-market returns and maintaining a success rate in the top quartile of analysts on third-party platforms. Houston began his finance career after earning a degree in economics, previously working at firms including Goldman Sachs before joining All Weather in 2021. He holds FINRA Series 7 and Series 63 licenses, and has received recurrent recognition for his stock-picking accuracy and performance metrics.

Jared Houston's questions to LESAKA TECHNOLOGIES (LSAK) leadership

Question · Q1 2026

Jared Houston from All Weather, along with Prashendran, asked for clarification on Lesaka's stance regarding the potential Cell C IPO, specifically if the company is content with its listing and exit, and the rationale behind the current option structure. He also inquired about the recent ramp-up in fintech interest in South Africa.

Answer

Executive Chairman Ali Mazanderani stated Lesaka supports the IPO and wishes Cell C well, explaining the rationale to exit is to simplify operations and reallocate capital to core strategies. Group CFO Dan Smith added that Lesaka's 5% stake would be diluted due to restructuring but a minimum value of ZAR 50 million is secured, with upside potential if the effective holding is worth more post-listing. Ali Mazanderani also commented that increased fintech interest in South Africa is representative and endorsing of Lesaka's strategy, viewing it as the beginning of ecosystem evolution.

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