Mantengu Limited

Just topped up my MTU position at R35 after today's 9.38% pop because industrials are finally catching the tailwind from infrastructure spending, and this outfit's earnings growth trajectory suggests there's more upside before we see meaningful profit-taking.

Grabbed some MTU at R35 today after that 9.38% pop, reckoning the industrials cycle still has legs and the valuation's not stretched enough to scare me off.