BLU dropping 1.48% to R864 is interesting given the tech wobbles, but I'm curious whether this is sector ro…by @henk_agriculture_fan on $BLU

BLU dropping 1.48% to R864 is interesting given the tech wobbles, but I'm curious whether this is sector rot or a genuine opportunity for patient capital since the logistics backbone these guys provide touches food distribution chains that can't afford disruption.