You can call it non-cyclical if you want. Most building material cos go through cyclical highs and lows which generally correlate with residential cycles.
Results were good with them recovering margins. They are running at close to full capacity which might lead to muted growth for sometime.
Their results were really good this quarter, especially amidst all the agchem problems. I have been contemplating my future course of action, but haven’t yet made up my mind.
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