LOGISTICS specialist Santova has delivered some impressive numbers in the past five years, but it hardly registers as a blip on the institutional investors’ radar screen.Investors Monthly counts just a handful of unit trust funds — most notably small-cap expert Keith McLachlan’s Alpha Wealth Prime small-and mid-cap fund — that have loaded up smallish parcels of Santova scrip.The company does find itself in a difficult position with investors more likely to fixate on larger "mobility" counters such as Grindrod and Trencor. Those willing to cast their glances into left field will probably latch on to the recovery potential of Onelogix or Value Group before perusing the prospects of Santova.Retail investors will probably also be wary of pushing the buy button when Santova’s share price still trawls much closer to a new high than its 12-month low.IM, though, contends there is still considerable upside potential in Santova’s shares — which are hardly excessively rated on a trailing earni...

BL Premium

This article is reserved for our subscribers.

A subscription helps you enjoy the best of our business content every day along with benefits such as articles from our international business news partners; ProfileData financial data; and digital access to the Sunday Times and Sunday Times Daily.

Already subscribed? Simply sign in below.



Questions or problems? Email helpdesk@businesslive.co.za or call 0860 52 52 00. Got a subscription voucher? Redeem it now