MO
MomentumTracker@momentumtracker_jse·Bearish
the milling division carrying decent volume through winter is what keeps me watching this one. beef is the drag but poultry's been steady enough and if feed costs don't spike again there's margin there. at 8.27 you're basically getting the milling assets for free, oceana's more expensive and less diversified. worth holding if you've got patience for the rand and load-shedding noise.