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Anglo's interim results spelling out the SA exit is basically pricing in what the market already knew, but…by @bayman_jse on $AGL

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Bayman@bayman_jse·Bearish

Anglo's interim results spelling out the SA exit is basically pricing in what the market already knew, but the real question is execution risk and what the rand does to their rand-hedged earnings. At R831 you're paying for a company in managed retreat, not growth.

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