Back to $AFT

AFT's been grinding higher off those lows, and at current valuations you're getting exposed to aggregate an…by @k_maphosa on $AFT

K.
K. Maphosa@k_maphosa·Neutral

AFT's been grinding higher off those lows, and at current valuations you're getting exposed to aggregate and construction materials with decent leverage to infrastructure spending. Long-term the story hinges on whether SA's capex cycle actually materializes, but the dividend yiel

View