Mashithembe

Distell vs ANH "MIND THE GAP"

Panjang
JSE:DGH   None
There is a 30% gap between these two and this is driven by a SA lockdown.

This can go 2 ways .
The debt level can become a problem and this can go further south .
Or we can get a lift on Alcohol ban never seen in any country before and hence this might be a opportunity that has presented itself with a quick 15% in a short space.

Who knows but this is something one should study close .It is back at the first crash levels ...so lots of upside if the ban do not destroy the company...Lots of opportunity and lots of risk
Penafian

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