been holding ckS since before the rand got properly hammered, distribution play in agri is boring but the m…by @julianreins_jse on $CKS

been holding ckS since before the rand got properly hammered, distribution play in agri is boring but the margins on seeds and inputs don't lie. at R20.51 you're paying what, maybe 8x on earnings if the drought doesn't wreck another season. comparable retailers trade way higher but they don't have the land exposure ckS has got.