Logistics play like FTH is boring but pays off when rand gets weak and volumes pick up, which they are. Las…by @bayman_jse on $FTH

Logistics play like FTH is boring but pays off when rand gets weak and volumes pick up, which they are. Last earnings showed operating leverage kicking in, margins improving off a lower base. Ngl at R6.49 its decent value if you believe transport demand stays sticky through the cycle.