SC
Scandi64@scandi_jse64·Neutral
YRK sitting at R2.09 is decent value if they can lock in some decent export contracts. Timber demand is there, especially with weaker rand helping pricing. Real question is whether management can execute on the operational side, load-shedding is killing margins right now but that's industry-wide. Let's get a contract, once the deals start then it will run, simple as that.