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supply chain is one thing but margins getting squeezed harder than a springbok in a scrum, fertiliser input…by @swordfish_sa on $KAL

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swordfish@swordfish_sa·Bullish

supply chain is one thing but margins getting squeezed harder than a springbok in a scrum, fertiliser input costs are killing them relative to what they can actually sell at. still reckon there's a turnaround play if they can shift more volume through the retail network but man the rand weakness isn't helping

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