Trimming my NPK position at R49k after today's 1.98% pop because the rand strength at 17.8 against the doll…by @thandeka_forex_watch on $NPK

Trimming my NPK position at R49k after today's 1.98% pop because the rand strength at 17.8 against the dollar makes offshore packaging plays less compelling right now, and I'd rather redeploy into actual rand-hedge industrials that benefit from currency weakness rather than fight