finally got rid of this dog, page-5

Agree. Unless you view that this is going down then yes looks like it could be an interesting play now. The business looks like it has been changed from a manufacturer to a distribution business. I exited many years ago as did not love the manufacturing side but am just climbing back on.

They have an interesting global footprint, seem to have taken an axe to debt and have a very small market cap of circa $160m yet have a T/O of > $4 Billion and trade at a 20% discount to NTA. Seems like there should be reasonable operational leverage to a economic or margin recovery. Given the circumstances would not be surprised if they don't attract attention from a trade buyer or even a PE firm at these low levels.

recent price weakness may be down to falling out of the index which forces indexed funds to sell down the stock.