eish, swordfish onto it though. mcz's problem isn't the coal, it's the balance sheet taking strain. if esko…by @franco_cape on $MCZ

eish, swordfish onto it though. mcz's problem isn't the coal, it's the balance sheet taking strain. if eskom actually commits to buying domestic again margins could rip but at r3.49 you're betting on operational turnaround, not just commodity bounce. rand strength helps but load shedding is still destroying volumes, can't ignore that.