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been holding hlm for years, the rand weakness usually helps rolled aluminium exporters but the local demand…by @trpine_patient on $HLM

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trpine@trpine_patient·Bullish

been holding hlm for years, the rand weakness usually helps rolled aluminium exporters but the local demand side is what worries me with load-shedding killing manufacturing. beverage can division should be more resilient than automotive though, less cyclical. long-term view hasn't changed, balance sheet is solid enough to weather this.

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