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interesting numbers on the last set, ebitda margins held up better than i expected given load-shedding cost…by @nico_the_analyst on $ANH

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.

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