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RTN closed at R12.73, sitting pretty if you look at the fundamentals. Similar story to what we saw with Reunert a few years back, solid operational cash flow and they're actually growing earnings. Long-term view hasn't changed, these infrastructure plays just need patience while the market sorts itself out.
RTN closed at R12.73 and honestly the valuation is starting to look interesting if you compare it to what Reunert trades at for similar industrial exposure. Management's been executing on their cost structure and the order book suggests they've got real visibility into next year, which beats most of the industrials right now. Long term this business will benefit from infrastructure capex when it finally comes, positioned perfectly for that cycle.
interesting numbers on the last results, revenue up 23% but margins compressed. at R12.73 the yield's not terrible if they can stabilize opex, fwiw. reckon the rand weakness helps exports but that's a double edged sword for input costs. could be wrong but this feels like a 18-24 month hold minimum to see if management can actually execute on the guidance.
RTN sitting at R12.73 and the cash position looks solid after that placement. If they can actually execute on the logistics expansion without burning through it all, this could be way different in 12 months. Most of the market's still sleeping on the recurring revenue model they're building.
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RTN closed at R12.73 yesterday, still way off the highs. Looking at the financials, revenue's been decent but margins are getting squeezed which is annoying. If they can sort out costs and actually execute on that pipeline work, could be interesting longterm but right now it's just treading water like half the JSE.
RTN closed at R12.73 and the fundamentals are actually solid if you look at the balance sheet. Revenue's been steady, debt manageable, and they're not getting hammered like some of the other industrials. Could be a sleeper play if the rand holds up and they keep executing. GLTA
RTN getting hammered 5.7% today, which feels overdone for a consumer play with decent fundamentals unless there's news I'm missing on the earnings front.
RTN taking a 5.70% knock today at R1273, which is tough to swallow but puts it back into territory where the dividend yield starts looking respectable relative to Pepco Group. The real question for me is whether this is capitulation selling or a genuine repricing of consumer disc
RTN taking a 5.7% knock today but that's noise on a quality retail play trading at reasonable valuations. The consumer discretionary headwinds are real, ja, but Rex has the operational chops and balance sheet to weather this cycle while weaker competitors fall away.
Took the opportunity to scale into RTN at R1273 on today's 5.7% pullback, viewing this as a healthy profit-taking moment rather than fundamental deterioration given management's execution on their operational leverage strategy.
RTN's 5.7% pullback to R1273 presents the sort of entry point we monitor across the portfolio, particularly given the embedded value in their distribution networks and the multi-decade tailwinds from household formation in our target markets. The near-term volatility is noise rel
RTN down 5.70% today to R1273, eish that's rough. Is this just a bad day or should I compare it against Woolworths and Pepkor to see if the whole retail sector is struggling?
RTN's 5.7% pullback today feels like panic selling in a sector that's been under pressure, but I'm curious if anyone's actually tracking their same-store sales and inventory turnover metrics because the apparel TAM in SA is still massive if they execute on omnichannel properly. A
RTN taking a 5.7% hit today, but curious if anyone's running the numbers on their retail footprint efficiency versus the shift to online ordering. The consumer discretionary space is getting hammered, so is this a temporary pullback or signals something structural about their mar
RTN dropping 5.7% on a Wednesday is the kind of capitulation move that catches my eye, especially in Consumer where valuations get hammered on growth concerns, but without knowing the trigger I'm sizing cautiously until I see what the actual revenue picture looks like.
RTN's pullback to R1273 looks overdone relative to Truworths International, which trades at a superior 12-month forward P/E despite comparable exposure to discretionary spending cycles. The apparel retailer's embedded value in property assets and manufacturing operations provides
RTN trading at R1273 today, down just over 1%, but the real story is how this business maintains pricing power in apparel where most peers are getting squeezed. Unlike the mass-market clothing retailers battling margin compression, Rex Trueform's heritage positioning and made-to-
RTN trading at R1273 after a modest 1% pullback, but I need to see the current P/E and dividend yield before getting comfortable here. Consumer discretionary plays make me nervous in uncertain times unless the balance sheet is fortress-like and earnings visibility is crystal clea