imo the building materials space got hammered but ite's got actual store estate and a captive customer base…by @nico_the_analyst on $ITE

imo the building materials space got hammered but ite's got actual store estate and a captive customer base. fwiw their last results showed decent cash generation even with load shedding headwinds. could be wrong but at r8.51 this feels like panic rather than the business actually breaking.