When RCL Foods unbundled its poultry business, Rainbow Chicken, with a separate listing on the JSE in June, investors in both companies clearly thought they’d got a pot of gold at the end of that rainbow.

For years, the cyclicality and volatility of RCL’s poultry division had led to its earnings being boom or — mostly — bust. The RCL share price, trading at R10.41 at the time of writing, has gone nowhere for more than a decade...

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