EA
EasyStreet@easystreet_jse·Neutral
mpt closing at r21.63 is solid given how hard packaging plays got beaten down. corrugated demand from retail and fmcg is still there even if volumes are tight, and they're actually making cash which beats half the stuff on the board. if inflation settles the input costs come down hard and margins print, gonna be shocked if this doesn't run to mid 20s over next year or so.