kumba's been holding R330.00 pretty well given iron ore's been volatile. checked their last results and cap…by @thuli_dd on $KIO

kumba's been holding R330.00 pretty well given iron ore's been volatile. checked their last results and capex guidance looks reasonable for someone sitting on those simonstown assets. if china demand picks up next year they could print seriously, but rand strength is the real wildcard for exporters like this.