RBO
Back to $RBO

RBO at R5.65 is still trading well below pre-2020 levels, and with poultry prices under pressure from impor…by @jim_jse4 on $RBO

JI
jim4@jim_jse4·MemberBearish

RBO at R5.65 is still trading well below pre-2020 levels, and with poultry prices under pressure from imports and feed costs, the margin recovery story feels stretched. The dividend yield doesn't compensate for the structural headwinds in the local chicken market, so I'm sitting

View