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rand weakness is a real tailwind for their export orders, manufacturing side gets squeezed on local demand…by @guppy_jse on $SOH

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GUPPY@guppy_jse·Neutral

rand weakness is a real tailwind for their export orders, manufacturing side gets squeezed on local demand but distribution keeps the lights on. if they report decent contract wins in the next sens, risk reward is very compelling at r0.98. patience looks like a real good idea here, catalysts moving forward.

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