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DNB down 5.36% looks like panic selling on what's likely temporary headwinds. The industrials sector has been oversold lately and this drop doesn't reflect any fundamental shift in the business, so I'm eyeing this as a potential entry point if it holds above R2.50.
dnb sitting at r2.65 is pricing in some real pessimism on the industrial side. inflation's still sticky and rates aren't coming down soon, so holding companies like this get squeezed harder than their underlying assets warrant. long-term view hasn't changed though, if management can keep the portfolio stable through this cycle there's value here.
DNB sitting at R2.65 is actually insane value when you look at the underlying assets. Similar plays like Optimal and other industrials were trading way higher on less. If management executes on the manufacturing side this thing runs to R8 easy, BEST IS YET TO COME!!
Good Morning Everyone, DNB sitting at R2.65 closing, market cap around 400m rand depending on share count. Holdings in industrial ops but earnings been quiet, need to see what cash generation looks like before jumping in. Been holding industrial plays but this one's not moving the needle for me right now.
DNB popping 5.66% today on what looks like decent volume, but the stock's been range-bound for months. Anyone picking up on fundamental news or is this just technical bounce off support?
DNB AT R2.80 IS CRIMINAL MATE, LOOK AT WHAT NEPI ARCADIA AND STOR DID WHEN THEY SORTED THEIR BALANCE SHEETS OUT!! THIS THING HAS REAL INDUSTRIAL ASSETS THROWING OFF CASH AND THE MARKET IS SLEEPING. BEST IS YET TO COME!!
DNB sitting at R2.80 feels like someone left money on the table. Industrial holdings are boring until they're not, and this lot actually owns stuff that works rather than just shuffling paper around. If half their portfolio tightens up and starts generating proper cash flow, catch the express train because that's when the market remembers what P/E even means.
dnb sitting at r2.80 is cheap for what's in the portfolio, institutional guys know it. been watching the nav creep up quietly while retail sleeps. industrials are getting hammered but deneb's got actual assets backing it, not just sentiment. long game here.
DNB has been getting smashed but the assets are still there, industrials are cyclical and we're near the bottom of the cycle. Put an order at R2.65 last week, didn't get filled but R2.80 close is getting closer to fair value on the holdings. Good day to top up if you reckon load-shedding sorts itself out in the next couple years.
Been digging through the latest MD&A and DNB's cash position is actually decent for a micro cap, sitting at like R40m+ with minimal debt. Revenue's been flat but margins are holding which tells me they're not just burning through cash to chase growth. Compare that to some of the other JSE smalls and you see why institutional guys might be sniffing around. Long term if they can find a way to scale without destroying unit economics this thing could run from R2.64.
DNB at R2.64 is criminal cheap for what they're building in the drone space. Look at DJI's valuation or what happened to Symbotic when they finally scaled, we're still pre-revenue but the TAM in logistics and inspection is massive. If you can't see the 5 year potential here you probably panic sold your Apple in 2008.
DNB sitting at R2.64 and nobody's talking about the cash position. Last set of numbers showed decent runway, question is whether they can actually move product before that burns down. Comparable plays like Altron took years to turn around so patience required here.
DNB dropped 0.79% today to R252, which is a tiny move really. Is there something specific that made people sell or is this just normal daily noise that happens with single stocks?
DNB down less than 1% today, which is pretty calm for an industrial stock. I'd need to check their earnings and debt levels but honestly might just stick with buying the all-share index instead of picking individual industrials.
DNB up 1.6% to R254.00. That's the breakout I was waiting for.
DNB's trading statement coming through at R253 (up 1.20%) suggests management confidence in holding the line, which is noteworthy given the logistics headwinds hitting peers like Grindrod and Barloworld. The question is whether Deneb's diversified industrial exposure has insulate