Afrimat (JSE: AFT) share price, discussion & sentiment

do you think cement demand stays weak if load-shedding keeps hitting construction sites. afrimat's got decent assets but where's the vol coming from if projects just stop.

Closed at R30.95 but construction materials demand is still weak with load-shedding killing new project starts. Afrimat's got solid assets and decent cash position though, so these dips are where you build. Company's been around for years, not going anywhere, just gotta be patient between cycles.

AFT's been getting hammered but construction materials are cyclical hey, look at Lafarge when load-shedding was worst, they bounced hard once projects started moving again. Long-term view hasn't changed, infrastructure spend is coming, just gotta wait it out.

AFT sitting at R30.95 but construction materials are gonna rip once this economy turns. Infrastructure spend is coming, government finally moving on projects. Aggregates and cement are the backbone, Afrimat's got the assets in place. Not worried about the noise now.

AFT taking a knock today at R31.25, down 2.59%, but the dividend yield still looks tasty versus peers like Aveng. The materials play remains decent if you've got the stomach for the volatility, though earnings growth needs to accelerate from here.

AFT's down 1.53% to R31.59 today, probably just profit-taking after that recent run. Nothing in the fundamentals has changed to warrant panic selling at these levels.

cement demand tied to infrastructure spend, that's the play. aggregates follow the same cycle. question is whether load-shedding hammers capex enough to matter before eskom sorts itself. at R32.08 not expensive if construction comes back.

AFT sitting at R32.08 and the construction side of SA is still hobbling along with all the load-shedding nonsense. aggregates business is solid enough when projects actually get going but you're waiting for infrastructure spend to pick up. cement guys like PPC doing similar dance. if government ever gets moving on those roads and dams this stock could surprise you, long game though.

Afrimat's been quietly grinding through the construction cycle while most people chase the sexy stuff. Aggregates business is boring as hell but cash generative when the country actually builds things, and at R32.08 you're not exactly paying a premium for that visibility. Reckon they're worth watching if load-shedding doesn't kill infrastructure spend entirely.

AFT sitting at R32.08 and people acting like the construction cycle is dead, meanwhile big infrastructure spend is coming and aggregates are literally essential. Company's been through worse, balance sheet isn't a disaster if you actually look at it. Long term play if you've got the stomach for it, not a get rich quick thing.

Pulled the latest results. AFT's aggregate volumes holding up despite load-shedding headwinds, positioned perfectly.

Do you think the construction slowdown is really priced in here. AFT's been getting squeezed on volumes but R32 still feels like people are betting on infrastructure picks up again. Could be wrong but hard to see upside if load-shedding keeps delays happening.

AFT's been quietly building at these levels ngl, aggregates play is solid when construction picks up again. R32 range gives decent margin of safety given the rand weakness helping exports. Long game here is infrastructure spend, not a quick flip.

AFT sitting at R32.08 but the construction materials story is legit if load-shedding eases up next year. Aggregate demand tied to infrastructure spend, cement pricing under pressure though. Compare to PPC and you see AFT's got better margins when volumes are there. Patience play for me, not a quick flip.

AFT sitting pretty at R31.74, construction materials demand staying solid with all the infrastructure spend coming through. Balance sheet is clean and those aggregate margins hold up well even when rand gets dodgy. Good day to top up if you believe in the long term, not many plays left in this space that aren't overcooked.

AFT closed at R31.74 and construction materials are gonna be key when infrastructure spending picks up. Company's got solid aggregate exposure and cement's not going anywhere, beats the volatility you see in pure mining plays. Reckon if the new government actually pushes projects through, this could be a sneaky play on that capex cycle.

AFT closing at R31.74 is solid ground given the infrastructure spend cycle ahead. Aggregates and cement demand should pick up as load-shedding solutions drive capex, and their balance sheet can handle the volatility. Risk reward is very compelling at these levels, patience looks like a real good idea.

Do you think the cement division can actually turn profitable with load-shedding costs eating into margins. Aggregates business seems solid but AFT needs that cement turnaround badly at R31.74.

Afrimat taking a mild knock today at R3127, down 1.67%, but the underlying aggregate and construction materials exposure remains structurally sound given South Africa's infrastructure spend needs. The business has demonstrated pricing power through commodity cycles, and at curren

Afrimat holding steady at R3180 while the broader building materials space gets hammered. Anyone else reckon their diversified exposure across aggregates, cement and crushing services positions them nicely for the infrastructure buildout we're meant to see this decade, or am I to