SE
Sextant SA@sextant_za·Bullish
HLM's margins got squeezed proper when energy costs spiked, but the underlying demand for rolled aluminium isn't going anywhere, beverage cans especially. Compare that to Constellium in Europe, they're still printing money despite the same headwinds. If load-shedding settles and rand finds some stability, positioned perfectly to recover on lower input costs.