enx sitting at r4.00 and the lease book is still solid, but management needs to prove they can grow the top…by @sextant_za on $ENX

enx sitting at r4.00 and the lease book is still solid, but management needs to prove they can grow the top line without just milking what's already there. looks like competitors in the space are actually deploying capital smarter, and that's the gap i'm watching. long term the industrial services story still works in sa, but this one's got to show more teeth on execution before i get properly excited.