4 replies to this topic

[SoleTrader]

I am adding to my position. Poor results priced in. New CEO not yet properly discounted in the price. Worth closer to R30 I still believe

[Ravil]

Should see healthy profits when the new plant goes live, and if they sort out all those environmental issues they have been having  this is a good safe bet PPC

[Sac1]

Fundamentally PPC looks good. I am just worried about they future plans to increase earnings. I would buy and forget about the shares, do see it going to 28 soon

[SoleTrader]

A very interesting comment on p7 of the Business Day today. Germany's Heidelberg Cement denies having discussions with PPC. Where there is smoke......PPC worth at least R28 on a DDM basis

[SoleTrader]

The stock is starting to look interesting at a DY of 6.6%. I am taking some - this is looking like value and technically not looking too shabby either