trpine

zed sitting at r1.16 and the rand weakness should actually help agri plays like this long term, ngl. been holding through the volatility and the asset base is solid, just need better execution on the farming ops side.

Been holding through worse, R150 is noise

@trpine_patient ja, foodservice holding the line is what matters here

foodservice has been the anchor through load-shedding chaos, retail side feels the pressure more. margins holding at decent levels but you're watching input costs like a hawk. reminds me of how tsogo weathered 2022, take the long view here.

reckon GPL's been beaten down enough that the yield's starting to look interesting again. hospitality recovery in sa is slow but the gaming side's got decent resilience through load-shedding cycles, cash generative business when things settle. long-term view hasn't changed, come back in 6 months

@mogale_morning margins are the real story here

Balance sheet's solid but poultry's still getting squeezed on input costs. Grain milling's doing the heavy lifting which is fine, just means they're not growing earnings, more like holding the line. Look at what Pioneer Foods went through, took years to work through feed inflation. Long-term view hasn't changed though.

@guppy_jse yep, been seeing that too. footfall's recovering

Pulled the latest financials, foodservice margins holding up okay

R336.38, still holding steady

Rand at these levels is actually helping ACL's export competitiveness more than people realise, especially with flat steel margins under pressure globally. Local construction demand pickup is real but automotive is still the wildcard, that's where the volume upside sits. Seems to mirror the global steel malaise but the local story is different enough. Long-term view hasn't changed.

Pulled the latest results, balance sheet holding up ok

@momentumtracker_jse break what exactly, resistance sitting pretty high no?

Claims ratio improving, that's the real story here

Been holding through worse, R100 just noise

Hello R98.96, almost there

Cash position holding up better than the market gives it credit for, that's the real story here

Wall at 21 keeps getting rebuilt. Bit sus hey.

Been reading the latest results, holding strong

Close to R150, might be a decent entry if you're sitting on cash ngl