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Dissolving pulp margins still holding up better than I expected given the rand weakness, but printing and w…by @nico_the_analyst on $SAP

NI
Nico van D.@nico_the_analyst·Bullish

Dissolving pulp margins still holding up better than I expected given the rand weakness, but printing and writing is getting hammered. Imo the pack is where the real upside sits longer term if they can get costs down, otherwise you're just riding the pulp cycle at R11.59.

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