@trpine_patient spot on, export pricing is the real tailwind here. automotive will make or break it thoughby @bayman_jse on $ACL

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.