Sheldon's comment on PGF. All Comments

Sheldon
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PGF is currently facing a supply glut and weak demand from the Australian housing market which is hurting their short-term margins. Even if insulation is essential the high interest rates are delaying construction projects and dragging down the share price for now.
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Jason Ong
Even though the Aussie property slowdown is pressuring margins now, PGF’s strong insulation tech and lean cost structure make it a solid long-term play once interest rates eventually start coming down.
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