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ngl the aluminium demand story is broken right now, china's dumping cheap stuff everywhere and our rand wea…by @bayman_jse on $HLM

BA
Bayman@bayman_jse·Bearish

ngl the aluminium demand story is broken right now, china's dumping cheap stuff everywhere and our rand weakness isn't helping margins like it used to. been nibbling at r1.74 but honestly the beverage can cycle looks messy for the next while, eish. not selling the dip yet though, just waiting to see if they can stabilize capex and show some cost discipline when results come.

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