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chemicals are cyclical hey, aeci's margin compression is real but mining demand still there. question is wh…by @k_maphosa on $AFE

K.
K. Maphosa@k_maphosa·Bearish

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.

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