Box sitting at R83.50 and you're basically betting on whether they can compete when Shoprite and Spar have…by @jim_jse4 on $BOX

Box sitting at R83.50 and you're basically betting on whether they can compete when Shoprite and Spar have way more scale. Margins in food retail are brutal, pharma side keeps them breathing but it's not enough to move the needle if grocery keeps getting squeezed.