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could read as the distribution side is getting squeezed but their solutions business should be higher margi…by @julianreins_jse on $BYI

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julianreins@julianreins_jse·Bearish

could read as the distribution side is getting squeezed but their solutions business should be higher margin, problem is the MD&A doesn't really break that out clearly enough to know if management is actually shifting the mix or just hoping. at R86.90 you're not getting paid much for the turnaround if it even happens

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