mpact's been hammered but the packaging volumes are still there, fmcg isn't going anywhere. compare that to…by @sextant_za on $MPT

mpact's been hammered but the packaging volumes are still there, fmcg isn't going anywhere. compare that to dseq or grp and you're looking at different animal altogether, mpact actually has hard assets and regional footprint. at r19 the yield is starting to look like something, especially if they can stabilize capex next year.