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RBX at R46.24 sits in a tough spot: the construction and civils exposure gives it upside leverage if infrastructure spending finally gains traction, but the cycle is unpredictable and margins remain under pressure from input costs and competition. Long-term holders need to see co
RBX at R46.65 isn't moving much today, but the real question is whether the group can sustain margin expansion as input costs stabilize. Infrastructure exposure gives it a structural tailwind over the next few years, though execution on projects and debt management will determine
RBX sitting at R49.32 and can't seem to push through R50, frustrating as hell though. Retail's been brutal everywhere but their distribution network is actually decent, just need them to sort the margins out. Gonna be shocked if this doesn't find some support soon, fundamentals aren't that broken.
R49.32 and the R50 level is basically a coin flip at this point, retail apparel is getting hammered everywhere so raubex aint special. would need to see actual margin improvement or a surprise turnaround in foot traffic but that aint happening with load-shedding killing the malls. catch the express train when it moves or stay on the sidelines, this one feels like dead money till something changes.
RBX sitting at R49.32 and just can't seem to crack through R50. Retail's been bliksem lately, especially with load-shedding killing foot traffic, but if they can sort out their working capital and get some decent earnings growth next year then long term there's something here. Debt levels worry me a bit though.
rbx looking tired at r49.32, that r50 level is proper resistance. retail sector getting hammered across the board, consumer spending is weak. need to see some decent earnings to justify the valuation here, otherwise this drifts lower imo.
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?
Current R 43,70 — 50% of range
Fundamentals sourced from JSE disclosures. Updated quarterly.