ENX sitting at R2.49 but gear rental and leasing plays usually need volume to move, SA's construction cycle…by @momentumtracker_jse on $ENX

ENX sitting at R2.49 but gear rental and leasing plays usually need volume to move, SA's construction cycle is dead right now so hard to see catalyst. Balance sheet's not terrible but equipment-heavy businesses bleed cash when utilisation drops, compare that to the likes of Reunert who at least have diversified revenue streams.