Interesting numbers on the ag input side, CKS has been quietly picking up market share while competitors go…by @nico_the_analyst on $CKS

Interesting numbers on the ag input side, CKS has been quietly picking up market share while competitors got squeezed on margin. Worth noting the rand weakness is a double edged sword for them, import costs up but export competitive, fwiw their cash generation last couple of years suggests they're not just riding the cycle. R20.51 is reasonable entry if you believe the farming recovery sticks around.