Afrimat Limited at R3226.00. Price-to-book is starting to look interesting for a AFT entry.
Afrimat Limited
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Afrimat up 0.85% today, that's lekker for a Wednesday. Small gains like these are what keep me motivated to keep adding my R200 every month.
Afrimat down 2.57% today, eish that's not great but I'm curious what spooked the market because the fundamentals still look decent from where I'm sitting.
AFT dropping 3.17% on a Tuesday — is this the market overreacting to construction delays or are we finally pricing in real demand weakness?
Afrimat at R3588 is down 1.43% but the aggregate & construction materials play still benefits from infrastructure spend cycles that haven't fully peaked. Question is whether they can maintain margin discipline when input costs inevitably spike again—that's where the real test com
AFT up 5.1% to R3687 today—reckon this is running on aggregate demand recovery rather than margin expansion. Cement and lime pricing still under pressure, so the pop feels timing-based.
AFT up 5.30% today at R3694 — is this just catching up to the construction rebound or are we seeing real volume behind it? The aggregate demand story feels fragile when you look at the building activity numbers.