like a breath offresh air !

[barry_1]

Interesting to see construction that has been under water for the last year taking off,also banks,real estate and comsumerables as well

[SKALA]

Very happy to see my PPC and BSR holdings jumping.

[suki]

do u think Murray & Roberts will also bounce back?

[barry_1]

hope so,4% up today ,good start

[#5]

Funny the market seems to prefer the higher debt construction companies. I would have thought Aveng would be the winner, but so it goes. none of them are tradeable, IMO - way to range bound, but for the longer term, I think BSR is offering pretty decent value, with aveng maybe a safer option, but a bit more expensive

[#6]

From a pure value point of view, to me it seems that Esor Franki offers the best value - they are just shy of R1bn market cap - so maybe 40% smaller than BSR, but have a lower PE and higher dividend's. So they come off a lower base, are at a size that institutions will take note, have a pretty decent African footprint, and growing every year!

[barry_1]

When i did my research last year they already showed a strong balance sheet.Since then their price along with all other construction shares continued to sink,but now it seem a reversal is in progress and we can expect better things. It's on my small cap list,but if it continues to improve will make it onto the mid-cap list as well.

[#8]

they need to keep moving now, Im holding ESR MUR RBX BSR SAN (hoping to get out of SAN soon)