I agree, really great set of results. The annualised RoCE based on EBIT today is c.58% post-tax, which definitely warrants a re-rating. The interim dividend and strong cash generation also point towards a solid business. The dispatch for the SA contract only started mid-quarter, so Dec will also see some QoQ growth.
Also agree with possibility of further dividend payout.
Do you have any update on current order book and commencing of the lubes business? The latter should help build further revenue trajectory going forward.
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