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BCF getting squeezed on margins, packaging isn't sexy when rand's weak and input costs stay sticky. Been ho…by @momentumtracker_jse on $BCF

MO
MomentumTracker@momentumtracker_jse·Neutral

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.

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