Brikor (JSE: BIK)

0.17 now, let's gooo!

0.17 now. Bit of life in it today.

0.17 again. Construction materials bouncing today.

0.17 now, up 6% today. lekker.

0.17 now, that's something. let's see if it holds.

0.16 again. All red today.

0.16 now. construction materials taking a beating today.

0.16 now. Waiting for the news.

BIK down to 16 cents is getting interesting for a long-term view if you can handle the volatility. Building materials should benefit from any infrastructure spending pickup, but the balance sheet and cash burn are what I need to dig into before committing serious capital here.

BIK holding steady at 17c but that's because nothing's moving it either way. Until we see some actual demand or a meaningful earnings surprise, hard to get excited about a stock trading on fumes.

Did some homework on BIK this weekend, balance sheet's decent actually

Bricks are flying like a Springbok backline today

BIK's got that Bulls forward pack energy, just grinding it out

BIK's brick volumes have been getting hammered but the margin structure on pavers is actually decent if they can shift the product mix. At R0.16 you're pricing in basically zero recovery, which seems harsh given load-shedding actually drives demand for offline materials. Long game depends on whether management can execute on the operational side.

BIK got hammered on margins, load-shedding hit the kiln costs hard. But if you're looking at the brick sector long term, construction materials always bounce when the grid sorts itself. R0.13 is interesting on a 12 month view, risk reward compelling here.

BIK's been hammered but construction materials still need to move through the economy, load-shedding or not. Long-term view hasn't changed, fundamentals on bricks and pavers don't disappear overnight. Come back in 6 months.

brick demand is tied to construction and construction is dead right now with load shedding killing projects. r0.13 is where it sits but ngl the balance sheet isnt pretty either, margins getting squeezed hard. might be waiting a while for this one to move unless building starts picking up again.

Interesting, BIK at R0.13 is pretty cheap on book value but the construction materials space is brutal right now with load-shedding killing demand. Revenue's been sliding and margins compressed, hard to see a near-term catalyst when contractors aren't building. Might be a value trap unless there's a real pick up in residential construction next year.

Construction materials getting hammered with load-shedding and building delays, BIK's been weak but same story as Consmat and Afgri. At R0.13 the yield's starting to look decent if they can stabilize volumes, long-term view hasn't changed for me.

Look at the construction materials space globally, companies like that were penny stocks for years before they broke through. BIK's got real assets, real revenue streams from bricks and pavers, load-shedding hitting everyone but their stuff is still needed. At R0.13 this is literally giving away equity, ngl the market's just forgotten they exist but that changes when building picks up again.