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AFE at R102.89 is trading at a decent discount to Sasol on earnings, but the chemical cycle exposure is rea…by @replicant_2209 on $AFE

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replicant2209@replicant_2209·Neutral

AFE at R102.89 is trading at a decent discount to Sasol on earnings, but the chemical cycle exposure is real. If you're looking for Resources leverage without the commodity volatility, this plays more like an industrial than a miner.

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