Corrugated margins holding up is the key thing tbh, that's where the real money is. Plastic films dragging…by @easystreet_jse on $MPT

Corrugated margins holding up is the key thing tbh, that's where the real money is. Plastic films dragging but if that capex lands and fmcg actually needs stock again we could see a proper pop. Ngl the rand's been painful for everyone but mpact's hedged better than most of the packaging crew so at r21.63 there's value if they don't stuff the execution.