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CAA been struggling man, distribution business getting squeezed from both sides. Retailers cutting orders,…by @franco_cape on $CAA

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Franco C.@franco_cape·MemberBullish

CAA been struggling man, distribution business getting squeezed from both sides. Retailers cutting orders, manufacturers pushing harder on margins, stuck in the middle. At R13.35 you're basically pricing in zero growth for next two years, which might be fair given the rand and load-shedding killing consumer spending. Rather watch this one from the sidelines till they show actual volume growth again.

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