Listen, cement demand isn't going anywhere when you've got infrastructure spend and housing shortage like S…by @replicant_2209 on $PPC

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.