OMN has an insintric value of R132.37, at R105 it's still 26% under valued with a income growth rate of 21% / EY 10.61% / PE 9.39% . a Constant performer and a great buy i think ...and who doesn't love a divident aswel. Any comments?
I like the sector, but my personal preference is for Rolfes. I have to admit that I don't know much about Omnia. My Rolfes investment is up 54%, and I am going to add to it after this pullback. The sector in general has pulled back quite significantly, but I think it is good for upside. PE's of ten are not exactly bargain basement, but I think there is value in the sector for sure