@nico_the_analyst fair point but hasn't ACL already priced in everything? what's the actual upside catalyst…by @bear_naidoo on $ACL

ACL at R1.30 is pricing in a fair amount of structural headwinds for steel: weak rand support gets offset by soft global demand and local automotive slowness, so the H1 2026 numbers will be crucial to see if margins held or if we're facing another round of downgrades. The dividen