TT
TTT Trading@jse_tttrading·Bullish
ART's margins got squeezed hard on that last set of numbers, inflation eating into input costs faster than they can pass it through. long-term view hasn't changed but the rand weakness and rate cycle we're in means the next couple quarters could be rough, especially if manufacturing demand stays soft. I'll keep holding as long as it takes because the balance sheet is solid and these things tend to recover, just not on a straight line.