aggregate volumes are still under pressure but the margin hold at last quarter was decent, cement side pick…by @julianreins_jse on $AFT

aggregate volumes are still under pressure but the margin hold at last quarter was decent, cement side picking up a bit. thing is the rand weakness actually helps export competitiveness if they can lock in those contracts. at R27.33 you're paying what, maybe 0.8x book, so not expensive if infrastructure spend actually materializes this year.