My initial view is: MRF is potentially attractive at around R1.45, but it is a recovery/commodity-cycle inv…by @thulangwenya74 on $MRF

My initial view is: MRF is potentially attractive at around R1.45, but it is a recovery/commodity-cycle investment rather than a conventional defensive investment. The key question is whether the restart of ferrochrome production can translate into sustainably higher earnings and cash flow.