MO
Mogale K.@mogale_morning·Neutral
Good morning everyone. ENX sitting at R4.59 after that weak run, but the equipment leasing side still has legs if they can tighten working capital. Industrial services outfits like this tend to track capex cycles pretty closely, so load-shedding headwinds might ease if we see any actual infrastructure spend pick up. Worth reading the latest SENS on receivables management, that's where the story lives for me.