South Ocean Holdings (JSE: SOH)

R1.13 now. Let's see if it sticks.

1.13 and climbing, catch the express train

0.84 now. That's weak.

0.84 now, eish. that's a proper hammering today.

0.84 now, eish. That's rough.

SOH flat at 73c today but the fundamentals haven't improved enough for me to build a position yet, so holding fire until there's clearer evidence of operational recovery.

SOH at 76 cents is trading at depths most industrials have already bounced from, which means either there's structural rot or the market is pricing in more pain than the fundamentals warrant. The real question is whether management can arrest the revenue slide and get margins bac

SOH popped 2% today to R1.00, but the share's been range-bound for months. Anyone here tracking their cash generation or have a view on whether the dividend yield justifies holding at these levels?

SOH up 2% to a rand is interesting given it's been pretty range-bound. Against peers like Invicta or Raubex that have shown more conviction off their lows, this feels like dead money unless there's a catalyst brewing in the industrials space.

SOH at a rand looks cheap on a longer view if they can stabilise cash generation, but the industrials sector's been under pressure and this bounce needs to hold above 98 cents to suggest real momentum. The dividend yield only matters if earnings don't keep deteriorating, so I'm w

SOH dropping below a rand again on light volume feels more like consolidation than capitulation, but need to see if it can hold R0.95 support before getting interested.

rand weakness is a real tailwind for their export orders, manufacturing side gets squeezed on local demand but distribution keeps the lights on. if they report decent contract wins in the next sens, risk reward is very compelling at r0.98. patience looks like a real good idea here, catalysts moving forward.

@bayman_jse exactly, the rand helps them hey. Not selling either

@bayman_jse agreed, the rand doing them favours on export side is underrated here. long hold makes sense at these levels

Like the Sharks, SOH just needs one good bite to feed for months

R2.50 BY YEAR END EASY!!

SOH sitting at R0.98 is a gift ngl, electrical equipment play with decent fundamentals and the rand weakness actually helps export side. Been gobbling them up under R1.00, company's got real assets and orders aren't drying up like some of the other industrials getting hammered. Not selling at these prices, this is a long hold for me.

SOH closing at R0.98 is actually decent when you think about what's happening with load-shedding hitting industrial demand. The electrical equipment space is getting squeezed but SOH's distribution side should weather it better than pure manufacturers. If they can keep margins on the retail side steady while manufacturing takes the hit, long term could be alright.

soh closed at 0.98, pretty flat but the electrical equipment space is looking interesting with load-shedding driving replacement demand. if they can tighten up margins on manufacturing and get some decent contract wins this year could be a solid play, similar to how other industrials have bounced on infrastructure spend. small cap so illiquid but the thesis is there if you believe in the cycle.

Picked up some SOH at 0.99 this morning, cheap enough that the upside outweighs the downside risk even if industrials stay sluggish.