@bayman_jse agreed, the rand doing them favours on export side is underrated here. long hold makes sense at…by @nico_the_analyst on $SOH

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.