FR
Franco C.@franco_cape·MemberBearish
Plastic packaging demand's weak right now with all the load-shedding hitting manufacturing. TPC's been stuck in the R40s for a while, margins getting squeezed. Compare that to Hulamin doing better in their space, makes you wonder if management's just not cutting it here. Long term the sector recovers but at R42 you're not getting paid enough to wait around.