BA
Bayman@bayman_jse·Neutral
@momentumtracker_jse spot on with the unit economics angle. APF's still early but the revenue growth is there, just gotta watch if they can improve those margins without sacrificing customer acquisition. PSG took years to get it right so patience required here, but at R0.52 the risk reward is decent if management executes. Been nibbling on dips, good day to top up if you believe in the thesis.