RTN closed at R12.73 and honestly the valuation is starting to look interesting if you compare it to what R…by @sextant_za on $RTN

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.