interesting numbers on the packaging side but margin compression is real. fwiw the rand weakness should've…by @nico_the_analyst on $TPC

interesting numbers on the packaging side but margin compression is real. fwiw the rand weakness should've helped export flows more than it seems to be, which makes me wonder if volumes are just softer than mgmt is letting on. worth noting tpc's got decent distribution reach locally but if consumer spending stays under pressure through loadshedding season that's a headwind they cant really control. could be wrong but id want to see the next interim before adding here at 42.