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Interesting how bcf is holding R13.99 given the rand pressure on import costs. Plastic packaging plays usua…by @mogale_morning on $BCF

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Mogale K.@mogale_morning·Bullish

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.

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