Bowler Metcalf (JSE: BCF)

13.99 now. That's lekker.

13.99 now, nice move today.

13.99 now, nice move!

13.60 now, down hard today.

Good Morning Everyone, 13.60 now, down 2.79% today.

13.98 now, that's a proper jump today!

13.98 now, that's a decent pop today

BCF sitting at R14.00 but the volume's been thin lately. Anyone still holding or did the resources headwinds shake you loose?

BCF's been bouncing around that R13.50 level for a while now, and without fresh catalyst news the stock feels a bit directionless in Resources. If they can show actual earnings momentum rather than just holding the line, then there's something to build on.

BCF sitting at R13.97 with exposure to commodities that are looking fragile. Without fresh catalysts or a rebound in underlying metal prices, hard to justify adding here unless you're banking on a cyclical bounce.

BCF trading at R13.30 gives you a reasonable entry into resources exposure, though you'd want to check the latest P/E against peers before committing. Revenue momentum and cash generation are what matter here, not the noise.

Added BCF to my portfolio

BCF up 7.62% today on what looks like commodity tailwinds, but the Resources sector's been choppy lately. Anyone tracking whether this is genuine momentum or just a dead cat bounce before we see what earnings actually look like?

Plastics packaging got hammered last few years but BCF still has decent margins if you look at the half year numbers. Closed at R13.00 which isnt crazy expensive for what theyre earning. Rand weakness usually helps these guys since theyre exporting. Good day to top up if you believe in the rebound.

BCF getting squeezed on margins, packaging isn't sexy when rand's weak and input costs stay sticky. Been holding but the R13.00 close yesterday feels like a local top, not catching any more until we see actual volume come back and earnings surprise. Plastic converters in this space need scale to survive, BCF's not there yet.

Been digging into the latest SENS filings, margins are getting squeezed ngl

margins getting squeezed on the packaging side, raw material costs aren't coming down fast enough. looking at the MD&A from the last results and they're pretty quiet on volume growth which tells you something. R13 might be fair value if they can stabilize input costs but honestly feels like dead money unless they announce a decent contract win.

BCF's been getting smashed on the plastics cycle but fundamentals aren't that broken. packaging demand from fmcg isn't going anywhere and at R13.99 you're getting decent value if they can tighten ops a bit. long term play imo, not a quick flip.

Interesting how bcf is holding R13.99 given the rand pressure on import costs. Plastic packaging plays usually get squeezed on input prices but if they can pass it through to customers the margin story works long term. Worth reading their latest sens to see if volumes are moving or if it's just pricing games.

Good Morning Everyone, BCF sitting at R13.99 close, market cap around 2.4bn rand. Plastic packaging demand stays solid long term especially industrial side, not going anywhere. Institutions holding steady, volume's been decent last few weeks. Thesis is boring but boring pays.