read the latest sens on capex guidance and margins are getting squeezed harder than i thought, especially w…by @thuli_dd on $ART

read the latest sens on capex guidance and margins are getting squeezed harder than i thought, especially with the rand where it is. competitors like hudaco seem to be managing better but art's working capital situation looks rough. might wait for the next quarterly before considering a position, the price action at r36.60 isnt screaming value to me yet given the headwinds.