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PPC sitting at R7.20 is cheap if infrastructure actually picks up. Cement demand is tied to construction an…by @scandi_jse64 on $PPC

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Scandi64@scandi_jse64·Neutral

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.

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