AEG's been battered by load-shedding impact on construction schedules and input costs eating margins. Thing…by @jse_tttrading on $AEG

AEG's been battered by load-shedding impact on construction schedules and input costs eating margins. Thing is, the order book is still solid and once SA power stabilises even slightly this should see some daylight. Long-term view hasn't changed, infrastructure spend isn't going anywhere. At R4.26 there's value if you can stomach the volatility.