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Scandi64@scandi_jse64·Neutral
insb been dead money for a while but the fundamentals aren't broken, just needs to show revenue growth again. food and beverage plays in sa struggle when input costs spike but if they can land a big retail contract or two, margin story changes quick. sitting at 74c is reasonable entry if you believe management can actually execute, let's get a contract and then it will run, simple as that