Equipment rental outfits usually print money in a cycle like this, but ENX hasn't exactly been the money pr…by @jim_jse4 on $ENX

Equipment rental outfits usually print money in a cycle like this, but ENX hasn't exactly been the money printer. At R2.06 you're paying peanuts for the asset base, which means either the market knows something about the returns or it's actually cheap. Hard to tell without seeing if management can actually sweat those assets properly.