BIK's brick volumes have been getting hammered but the margin structure on pavers is actually decent if the…by @julianreins_jse on $BIK

BIK's brick volumes have been getting hammered but the margin structure on pavers is actually decent if they can shift the product mix. At R0.16 you're pricing in basically zero recovery, which seems harsh given load-shedding actually drives demand for offline materials. Long game depends on whether management can execute on the operational side.