Ppc (JSE: PPC) share price, discussion & sentiment

Picked up some PPC at R8.03 this morning, reckoning the cement demand story isn't priced in yet despite today's modest lift.

cement demand is cooked till infrastructure actually gets built here, and ppc's margins have been getting squeezed for ages. closing at r7.87 is rough but honestly the balance sheet can handle it, thing is we need eskom to sort themselves out and government to actually spend on roads and dams. if that happens ppc rips, if not we're stuck here.

PPC sitting at R7.87 is looking thin for a cement producer tbh. Infrastructure spend was supposed to be the tailwind but the rand weakness just eats into margins, especially with all the dollar-priced imports. If they can't push volumes hard enough to offset input costs, this stays under pressure. Waiting to see if the new capacity actually moves the needle.

cement demand still weak because construction projects on hold, waiting to see if rates finally start dropping. rand weakness helps exports a bit but doesn't move the needle much when your local market is this stuffed. long-term view hasn't changed though, infrastructure spend has to pick up eventually and ppc will be there when it does.

Listen, cement demand isn't going anywhere when you've got infrastructure spend and housing shortage like SA does. PPC's been battered but the balance sheet can handle it, plants are still running, and once the rand steadies and load-shedding eases even a bit, margins recover hard. This isn't some dodgy startup, it's a commodity play that's been oversold by people panicking about near-term headwinds.

PPC down 3.42% to R8.19 today, but still trading at a discount to peers like Afritile given its cement exposure and dividend yield of around 8%. The real question is whether management can stabilize volumes through this construction slowdown or if we're looking at further compres

Do you think cement demand actually tracks construction starts or just government spend on roads. PPC's been flat for years even when the economy wasn't total carnage, makes me wonder if the moat is just as good as everyone says.

cement demand gonna spike once infrastructure spending kicks in, ppc sitting at R7.20 is a steal compared to what the rebuild is gonna need. their plants are running but margin pressure is real, load-shedding killing them. if they get costs under control this could run hard.

cement demand picks up once load shedding eases and construction cycle normalizes, ppc's margin recovery from here looks solid. been sitting at these levels waiting for infrastructure spend to actually move the needle, patience looks like a real good idea. large buy orders stacking at close suggests someone knows something about the pipeline ahead.

PPC sitting at R7.20 is cheap if infrastructure actually picks up. Cement demand is tied to construction and the government's still talking about roads and water projects, just slow to spend. Once we see actual contract wins and volume through the plants, this runs. Not sexy but it's there.

PPC crept up 0.58% today but the stock's still trading well below its 52-week range. Anyone else think the cement demand picture improves enough in H2 to justify a run back to 8-9 levels, or are we waiting for clearer economic signals first?

PPC's structural headwinds persist with cement demand remaining hostage to construction cycles and infrastructure spending patterns that show no near-term inflection, though the recent uptick to R677 warrants scrutiny if management executes on cost discipline and potential unbund

Added to our cement holdings at R668 despite today's minor pullback, as PPC's embedded value in its regional assets and the structural tailwind from South Africa's infrastructure capex cycle over the next decade outweighs current margin compression from energy cost inflation.

PPC dropped 0.89% today to R668, ag that's not so bad for a cement stock hey? Anyone else holding this or did I miss some news?

PPC pushing through 679 on decent volume confirms the earnings momentum we've been tracking, and that 2% move today suggests institutional money is finally waking up to the fundamentals here.

PPC up 2.26% today and trading at these levels gives you exposure to the cement recovery narrative that's been playing out. With infrastructure spending ramping across the continent and local demand stabilising, the dividend yield starting to look attractive again for patient cap

PPC's cement volumes remain pressured by subdued construction demand, but the +1.33% move appears technical rather than fundamental. At R608, the stock doesn't offer sufficient margin of safety given delayed infrastructure capex cycles, making the valuation case dependent on cycl

PPC at R600 is trading at a modest premium to book value, but the cement sector's exposure to construction demand cycles makes valuation less forgiving when infrastructure spending slows. Current dividend yield sits thin relative to the cyclical risk, so you're buying on the hope

Trimmed my PPC position at R600 today after the modest gain, taking some profits while the cement demand backdrop remains uncertain and my conviction level doesn't justify a larger weighting in the portfolio.

PPC down 0.50% to R602 today, but how does it actually stack up against other cement companies like Lafarge or the rest of the materials sector? Anyone know if this is just noise or should I be worried.