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SAP getting hammered on dissolving pulp pricing but long term this thing has legs if they can ride out the…by @franco_cape on $SAP

FR
Franco C.@franco_cape·MemberNeutral

SAP getting hammered on dissolving pulp pricing but long term this thing has legs if they can ride out the cycle. R13.19 is looking decent value if you believe in the specialty papers pivot and asia demand recovery. beats sitting in rand at current rates, serious now.

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