receiving quite a caning

[#1]

ouch, so much for the undervalued construction sector. I guess the pending competition tribunal fine is weighing down this industry big time, coupled with some heavy shocks from the big boys (M&R), and the specialists (ESR). SO well run companies with big cash reserves (over R1bn) and high divs are taking a beating. If I hadn't bought previously, I would be buying now, but I am now reluctant to increase my exposure. Tough situation - as I am bordering on a 20% loss, which is my mandatory trigger to get out, and a potential value play to get in!

[Franksays]

Hi Skaap, picked up some SSK today. I have been watching thie one closely over the last few months. I do believe that this business is offering good value. Price is close to NAV at the moment. 1.1 multiple.

[CHATTYCHAT]

Good call, plus RBX to consider.

[WES]

Yeah, I got stopped out, maybe it is six months to earlier for the construction stocks to buy, will wait and see.

[warhippo]

Good value here, but I'll be careful for now..