Reunert (JSE: RLO) share price, discussion & sentiment

RLO needs Springbok forward pack energy, not backline finesse.

spent some time on rlo's latest results, balance sheet looking solid ngl

RLO sitting pretty at R59.00 with that electrical and automation exposure looking solid given the infrastructure push. Dividends have been decent too, not flash but reliable. Distribution side should benefit once load-shedding eases off a bit, keeps the cash flowing. Long hold for me.

RLO's been grinding through a tough cycle but the distribution side keeps the lights on while they wait for capex to pick up again. At R59 you're not paying a premium for patience, ngl.

Been digging into the latest numbers on RLO and the cash generation is solid, but margins are getting squeezed across the distribution arms, probably load-shedding stuff filtering through. At R61.66 you're paying about 11x earnings which isn't cheap for a cyclical play, especially with capex demands in infrastructure. Long term the automation and controls exposure could be a winner if the grid stabilises, but near term I'm sitting on the sidelines waiting to see if costs come back down.

Reunert sitting at R61.66, decent entry if you believe in the electrical infrastructure play. Half year results showed decent margin hold despite loadshedding headwinds, distribution business still carrying the weight. Long game here is automation and services, not just moving boxes around. Worth a look if you're holding for the cycle.

RLO's been getting hammered but the distribution side is still putting up decent numbers even with load-shedding ruining everything. Picked up more at R59.80 last week, good day to top up if you believe the infrastructure spend story plays out. Not selling at these prices ngl.

rlo sitting at r61.66 and nobody seems to care much. the electrical distribution and automation play should be grinding through loadshedding chaos better than most, similar to how invicta held up when things got dark. balance sheet looks solid, dividend track record speaks for itself. long-term view hasn't changed.

RLO up 2% today on decent volume, currently trading around 63.86. Anyone else noticing the recovery off the lows, or is this just noise before earnings?

RLO breaking above that R61 resistance with some conviction, +1.87% suggests the chart's finally getting interesting after weeks of sideways trading.

RLO breaking through resistance at 6180 with solid volume behind it, this momentum could test the 6250 level if buyers stay committed through the session.

The 14% washout on Reunert today feels like panic-driven liquidation rather than fundamental deterioration, particularly given that diversified industrials with exposure to electrical distribution and climate control typically trade through cyclical weakness if balance sheets rem

RLO taking a 14% hammering today, but the longer-term dividend story remains what matters for me. The company's history of growing payouts through economic cycles suggests management prioritizes shareholder returns, and even after today's drop the valuation might offer entry poin

RLO dropped 13% today after that trading statement and ja nee, my debit order is sitting ready to buy more at these prices because I'm not trying to catch the bottom, just adding R1000 like always next week.

RLO's slide to R7040 on a modest -1.43% dip is worth examining against the group's resilience in cyclical downturns. The electrical infrastructure and cable exposure has proven defensive when rand weakness compounds input costs, but we're watching whether management can maintain

RLO sitting at R7135 after that gentle 0.83% bump, but I'm curious whether the market's actually pricing in the persistent rand weakness headwinds for their offshore revenue exposure, or if we're still in denial about currency drag on earnings conversion. Given the load-shedding

RLO grinding higher at R7150, that steady creep upward while the rand weakens is exactly what you want to see from an industrial play with offshore earnings exposure.

Reunert's structural exposure to infrastructure capex and renewable energy deployment across Africa positions it well for the next cycle, though I'm waiting for the interim results to confirm dividend cover isn't deteriorating as margin pressure persists in the contracting divisi

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