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Sitting on a decent chunk from R47.80, retail space is brutal but raubex has got decent store density and their own brand stuff gives them margin room. Closed at R49.85 so not far from my entry, long term play if they sort out their logistics costs because footfall will come back.
pulled the latest results last night, balance sheet holding up ngl
Topped up RBX at R50 odd because the infrastructure thesis is intact and that dividend yield is starting to look appetizing again after the recent pullback.
RBX taking a minor knock today at R4970 but the construction and engineering play has been grinding higher over the past few weeks. Need to see if this dip holds support or if we get another leg up on the back of any infrastructure tender wins.
RBX taking a minor knock today but the construction and civils exposure still looks decent given infrastructure spend. Revenue growth trajectory matters more than this tick down, need to see if margins hold up through the cycle.
RBX up 1% to R5050 today, which is sommer the kind of grind I appreciate. Construction stocks need real earnings growth to justify valuations, not just sentiment, so I'm waiting to see if this momentum sticks to the quarterly numbers.
RBX at R5187 reflects infrastructure spending cycles that tend to compound over decades rather than quarters, and with construction activity picking up across Southern Africa, the revenue visibility into the next few years looks reasonable if government spending actually flows th
Saw RBX dropped 1.15% today to R5179, eish. Is this a buying chance or should I wait to see what happens next?
RBX up almost 2% today, that's nice but is it actually worth R5250 though? Like what's the actual earnings looking like, anyone know if they're making proper money or just riding on hype?
RBX ticking up 0.20% today but the real story is whether management can maintain their infrastructure thesis while navigating input cost volatility. The construction and logistics TAM in SA remains massive, though execution risk on margin expansion keeps me from going full convic
Everyone's sleeping on RBX at R5138, that tiny 0.20% gain shows people don't see the real value in what they're building. I reckon the market's being too cautious here, this thing should be running harder given what I hear about construction demand picking up again.
Just bought some RBX at R5185 because it went up a bit today and I heard construction stocks might do well, but I'm still not 100% sure if this was the right call?
RBX grinding higher at R5184 on a quiet 0.88% pop - nothing explosive but the stock's refusing to sell off which counts for something in this market.
RBX down 1% to R5100 while Pepkor's been holding ground better. Clothing retail's getting squeezed but Rex seems to be feeling it harder lately.
RBX down 1% to R5100 today. Retail apparel stocks bleeding out while online compression continues—Rex's brick-and-mortar model just can't compete with the shift.
RBX up 6% today but the bounce feels hollow without seeing actual margin improvement in the results. That +6 rand move needs earnings momentum to stick, otherwise we're just chasing yesterday's news.
RBX down 2.68% to R4893 today. Retail softness hitting harder than expected, but at these levels the dividend yield is getting spicy for patient money.
RBX down 1.91% to R4932 on what looks like profit-taking, but the dividend yield still makes this worth holding if you believe in the turnaround story.