Reunert (JSE: RLO)

55.28 and red. Load-shedding headwinds showing up?

55.28 now, that's a tough day.

R57.01 now, down 2% today. Ouch.

57.01 now, eish. Hoping for a bounce tomorrow.

R57.94, good day to top up.

Good Morning Everyone! 57.94, down 2.24% today.

R57.94, bit of a slide today hey.

58.60 now. RLO running.

58.60, that's more like it. RLO moving.

RLO taking a knock today at R55.75 but the dividend yield is still looking respectable. Anyone else holding through this weakness or thinking the industrials slowdown has more legs?

RLO up 2.38% today, trading around 60 quid. The outfit's been under pressure on earnings, but if they can stabilize revenue in the next quarter that valuation gap versus peers tightens quickly.

RLO up 2.38% today but the chart's been range-bound for months. Anyone here tracking their order book or seeing actual momentum from the infrastructure push, or is this just noise around earnings season?

RLO needs Springbok forward pack energy, not backline finesse.

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.

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.

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.

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.

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.