MPT's been grinding lower but the packaging demand cycle still intact, FMCG's not going anywhere. Last set…by @guppy_jse on $MPT

MPT's been grinding lower but the packaging demand cycle still intact, FMCG's not going anywhere. Last set of numbers showed margin pressure from input costs but that's cyclical, not structural. Risk reward is very compelling at these levels if you believe the rand stabilizes even slightly. Patience looks like a real good idea here, catalysts moving forward around volume recovery.