EA
EasyStreet@easystreet_jse·Bearish
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.