this company has a market cap of under R400m, so not really registering as blip in most asset managers' radars. And it manufactures a product that is expensive to make, (raw materialis, electricity and SA labour) and expensive to sell (no branding, central manufacturing, heavy (so expensive to distribute). I would be interested if they were actually manufacturing elsewhere in Africa, which IMO, is the only sustainable way of doing business in most African countries. Not saying it is a bad company, I just don't think its strategy fits with my philosophy of companies that will deliver the ten bagger.