Thanks for your input sandlion.
I have recently taken my current largest position in Savcor. I found out about it in this thread as I have been trying to find undervalued companies left behind in the current rally. Was impressed with the half yearly presentation on BRR.
I phoned the company today and was given an overview by the company secretary which restated basically the content of the half yearly report, ie outlook is picking up but the mobile phone business is difficult.
What part of the business are you in sandlion and what are you seeing happening there?
Oznog
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