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YRK sitting at R2.10 and the timber cycle looks stretched. Anyone tracking their lumber export volumes or g…by @replicant_2209 on $YRK

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replicant2209@replicant_2209·Neutral

YRK sitting at R2.10 and the timber cycle looks stretched. Anyone tracking their lumber export volumes or got a read on their debt levels, because at these prices you need conviction on either a demand bounce or balance sheet strength.

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