to join the discussion
ART down 3% today but the selloff looks overdone given the industrial recovery narrative still playing out. Balance sheet is tidy and if engineering demand ticks up in H2, this could surprise on the upside from current levels.
ART getting hammered 3% today but the sell-off feels overdone given their industrial exposure to infrastructure spending. Dividend yield is still reasonable at current levels if the fundamentals haven't shifted.
ART's been taking it on the chin with the rest of manufacturing but earnings are still solid relative to peers, margins held up better than expected given load-shedding headwinds. Long-term view hasn't changed, this is cyclical and the rand weakness actually helps export exposure. Markets are shaky but at R36.20 you're not paying a premium for recovery, I'll keep holding as long as it takes.
Been reading through ART's latest results, balance sheet holding up ok
ART's margins have been getting squeezed hard, that MD&A from last results showed the cost pressures aren't letting up. Load-shedding's hitting manufacturing across the board but ART's got exposure to some decent long-term contracts, thing is execution on cost control is everything right now and they haven't proven it yet at R36.20.
ART taking a knock today at R37.51, but the industrials are getting hammered across the board. Anyone still holding this one or have you moved your capital elsewhere given the margin pressure on these guys?
ART sitting flat at R38 but the industrials cycle is picking up steam. If they can maintain margins while riding this capex wave, we could see proper upside over the next 18 months, especially if they nail their order book execution.
ART catching up nicely today at R3800, finally showing some life after lagging peers like Watts Water and Roper Technologies who've been grinding higher on steady cashflow. The 1% move is modest but the stock's been rangebound too long relative to its ROE metrics, so any momentum
Just grabbed a bit more ART at R3701 even though it dipped 1.31% today, reckon the dip is a chance to add slowly to my position.
Argent down 1.31% today, but this pullback mirrors the '08 pattern we saw across industrial services before they staged their recovery. The company's exposure to mining capex and infrastructure maintenance puts it in a similar structural position to Uiterwyk and Invicta, though A
ART down 1.33% today but the dividend yield is still looking respectable at current levels. Anyone else holding this for the income stream, or are you more concerned about the industrial cycle headwinds we're seeing across the sector?
ART up 1.28% today, nothing crazy but at least it's moving in the right direction. With industrials these days you just want to see consistent earnings, not some moon shot that disappears tomorrow like my crypto days.
ART pushing past R3695 on decent volume today suggests some appetite returning to the industrials space, though we need to see if this breaks the R3700 resistance convincingly or if it's just profit-taking noise. The real story will be in the next SENS update on order books and m
ART's 1.21% pullback today reflects broader weakness in the industrials complex, though the stock's valuation multiple remains more compelling than peers like Reunert given superior ROIC metrics and lower earnings volatility. The real question is whether this dip represents entry
Topped up my Argent position at R3647 this morning, appreciating the 2.91% move as institutional money seems to be recognizing the operational leverage embedded in their logistics and manufacturing exposure during this upturn in industrial activity.
ART's modest uptick to R3544 reflects the broader industrial sector's struggle to find conviction in an environment where input costs remain sticky and local demand continues grinding lower. The company's exposure to construction and manufacturing puts it squarely in the path of
Argent Industrial at R3544 is positioning itself well as African manufacturing infrastructure becomes critical for the continent's industrialisation push, with their logistics and warehousing exposure offering long-term tailwinds from rising intra-African trade and supply chain l
ART up 3.88% to R3532 while Reunert's been limping along. Industrial plays are rotating but ART's got better momentum today—curious if this holds.
Grabbed more ART at R3249 today, that 3.19% pop is giving me confidence the market's finally waking up to their logistics division turnaround