PPC sitting at R7.87 is looking thin for a cement producer tbh. Infrastructure spend was supposed to be the…by @franco_cape on $PPC

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.