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HLM getting absolutely hammered on rand weakness and aluminium spot prices in the dirt. Rolling margins are…by @swordfish_sa on $HLM

SW
swordfish@swordfish_sa·Neutral

HLM getting absolutely hammered on rand weakness and aluminium spot prices in the dirt. Rolling margins are cooked when your input costs don't move but output prices do, that's just physics. Stock's cheap on book value but you're betting on either rand recovery or a commodity bounce, neither is guaranteed. Big dogs don't cook they eat, this one's been starving.

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