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AFE down less than 1% today but the dividend yield is still sitting around 5.5% which looks undervalued given the chemical demand backdrop in SA. Market's being too pessimistic on earnings recovery next year if they can manage costs properly.
chemicals are cyclical hey, aeci's margin compression is real but mining demand still there. question is whether they can hold pricing into next year when load-shedding eases and imports come back. R118.80 prices in some of that already imo.
AFE sitting at R118.80 and I reckon the chemicals side is still solid even with load shedding headaches. Mining division should pick up when commodity prices stay firm, that's where the real upside is. Not excited yet but holding long term, the fundamentals aren't broken just noisy.
afe sitting at r118.80 and the chemicals game is brutal but they've got real assets in mining supply chains that dont disappear. the rand weakness actually helps export margin on stuff they ship out. question is whether theyre fixing the working capital mess or just treading water like last few years.
AFE's been grinding sideways but the chemicals exposure to mining and water treatment keeps me holding, those sectors aren't going anywhere. Last results showed decent margins even with load-shedding hitting hard, reminds me how Chemserve was under pressure but the underlying demand stayed. Long-term view hasn't changed, patience pays here.
AFE's pullback today is typical consolidation after the recent run, nothing alarming given platinum's strength above $1050/oz and the broader PGM cycle tailwinds. The ore grade trajectory at their Kroondal operation remains solid, so I'm watching whether this dip presents an entry point rather than a reversal signal. Macro headwinds on the rand will keep volatility elevated, but fundamentals haven
AFE taking a small knock today, but that's just the market tilling the soil some days. Nothing alarming at these levels, especially if the dividend yield is still standing solid and the fundamentals haven't shifted. I'm watching how it behaves around support rather than sweating a 2% dip.
AFE bleeding 1.82% today but chemicals stocks move with sentiment more than fundamentals. At these levels you're betting on margin recovery and volume growth coming back, not on the balance sheet being suddenly pretty.
AFE down 0.29% to R11283 today, but the industrial chemicals and explosives play remains positioned well for infrastructure projects tied to SA's renewable energy build-out, even if near-term sentiment stays choppy.
AFE's barely budging down half a percent, which tells me the market isn't panicking about whatever's happening in the chemicals space today. Like a ewe that doesn't bolt at every shadow, this stock's showing some composure.
AFE dropped 2.16% today to R11325, is that just normal market stuff or should I be worried about my small investment? Someone explain what makes this chemicals company tick?
AFE down 3.12% today but chemicals exposure to mining remains relevant as commodity cycles turn. At these levels, need to see revenue growth accelerate and margins recover before getting excited about this one.
AFE sitting flat at R11495 while the rand gets hammered and inflation eats away at purchasing power. Are the chemical boys positioned right to benefit from weaker currency tailwinds, or is this just treading water while real assets like gold do the heavy lifting?
AFE holding steady at R11495 but the flat trading action today masks some underlying chemistry headwinds. Specialty chemicals exposure to mining and construction puts them downstream of commodity cycles, so without a sustained PGM or gold recovery narrative, I'm not seeing the ca
The market's been sleeping on AFE's chemical exposure to agriculture, especially with La Niña patterns potentially extending into next season and pushing fertilizer demand higher across the Southern Hemisphere. At current valuations near R11492, the stock isn't pricing in the ups