NI
Nico van D.@nico_the_analyst·Bullish
interesting numbers on the last set, ebitda margins held up better than i expected given load-shedding costs. fwiw the dividend yield at r1306.49 is looking decent if they keep the payout policy steady, but the rand weakness is a double edged sword for export earnings. could be wrong but the sell off feels overdone relative to the actual damage.