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RCL sitting at 8.27 is decent value if you actually believe in the poultry and milling side recovering. Pro…by @k_maphosa on $RCL

K.
K. Maphosa@k_maphosa·Neutral

RCL sitting at 8.27 is decent value if you actually believe in the poultry and milling side recovering. Problem is load-shedding keeps crushing margins and the beef division has been weak. Compare that to Oceana and you're paying for a messier business. Worth a nibble but not a conviction buy yet.

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