MO
MomentumTracker@momentumtracker_jse·Neutral
YRK closed R2.09 which is looking solid given timber demand's been choppy. The forestry play makes sense when you think about export volumes and rand weakness helping margins, reminds me how a weaker currency actually helps the harvest side. Land holdings alone give it some floor, plus if load shedding eases the processing costs come down hard. Long holder here.