Interesting numbers on the order book actually, sitting around R8bn last update which is decent cover for w…by @nico_the_analyst on $SSK

Interesting numbers on the order book actually, sitting around R8bn last update which is decent cover for where revenue's been running. Stefanutti's been rebuilding after some rough years but the energy and infrastructure play is real, rand weakness helps on export contracts. Fwiw at R6.75 the multiple isn't crazy if they can sustain margins through the next couple of cycles.