Reunert LTD

RLO up 2.12% today, nice little bump. Wonder if this is a real move or just noise - probably easier to just own the whole JSE top 40 and call it a day hey.

RLO's 2.12% pop to R6978 caught my eye given the logistics headwinds we're seeing across industrial supply chains. Has anyone picked up signals on their inventory turnover for the quarter, particularly in the cabling and power distribution segments where working capital typically

RLO breaking through resistance at 6900 on solid volume today, and what's catching my eye is the valuation relative to its embedded cash generation in the electrical infrastructure division. The group's trading at something like 11x earnings but carries a decent ROCE that most of

RLO catching a bit of selling pressure at R6769 today, but I'm more interested in whether that 4.2% dividend yield is actually sustainable given the recent revenue headwinds in their industrial automation division. Should we be viewing this dip as an opportunity for income, or is

RLO creeping up 0.75% but that dividend yield is looking anaemic at these levels. Anyone still holding for the turnaround in their comms division or is this a sell-the-bounce situation?

RLO at R6790.00 — on my radar. Want one more red day before I pull the trigger.

RLO at R6823 up 1.35% feels like dead money to me - that bump today doesn't account for the margin compression in their distribution segment. Rather wait for a proper pullback below 6500.

Picked up more RLO at R6717 despite the slight dip — that industrial exposure to infrastructure projects looks undervalued right now.

RLO at R6740 is down 1.89% today but the real story is whether this industrial play can keep proving it's not just a rand hedge—their infrastructure and connectivity plays need to translate into proper earnings growth over the next 18-24 months or this thing stays rangebound.

RLO at R6475 is still expensive relative to what's happening with load shedding headwinds and weak industrial demand, but if they pivot hard toward renewable energy solutions and data centre infrastructure over the next 18-24 months, there's real value unlocking. The down 1.19% t

RLO sliding 0.75% to R6504 - industrial weakness or just profit-taking after that recent run?

RLO down 1.79% to R6436 today. Their industrial exposure is getting hit but I reckon the sell-off is overdone given their diversified portfolio. Worth accumulating on weakness if earnings hold.

RLO dropping 1.79% to R6436 feels like profit-taking after that recent run, but the industrials sector's been choppy so hard to read if this is real weakness or just noise.