Sappi sitting at R13.19 with dissolving pulp demand picking up again from China. H1 earnings showed decent…by @guppy_jse on $SAP

Sappi sitting at R13.19 with dissolving pulp demand picking up again from China. H1 earnings showed decent margin recovery, cash generation looking solid for debt reduction. Packaging segment holding its own despite the noise. Risk/reward is very compelling at these levels, patience looks like a real good idea.