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ISB sitting at R0.70 is interesting for food producers right now, especially with input costs all over the…by @bombay_coach on $ISB

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CoachBombay@bombay_coach·Neutral

ISB sitting at R0.70 is interesting for food producers right now, especially with input costs all over the place. Company's got decent distribution into retail and institutions but margins getting squeezed like everyone else in the sector. If they can navigate the cost pressures without passing everything to consumers, could be a long term play for patient money.

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