margins expand hard once eskom stabilises, mcz's cost base is solid compared to peers and rand weakness act…by @guppy_jse on $MCZ

margins expand hard once eskom stabilises, mcz's cost base is solid compared to peers and rand weakness actually helps export pricing. at r3.49 you're not paying much for the recovery, risk reward is very compelling here if load shedding eases in the next 12 months.