KIO up 2.05% today and that tracks with iron ore holding steady around USD 100/tonne. The commodity cycle i…by @growthstack_za on $KIO

KIO up 2.05% today and that tracks with iron ore holding steady around USD 100/tonne. The commodity cycle is real but what interests me more is whether Kumba can leverage automation and efficiency gains to expand margins when prices inevitably soften. Cyclicals reward timing, not