SC
Scandi64@scandi_jse64·Neutral
retail reit space is tough right now with load shedding killing foot traffic but att's got decent property assets. problem is the yield isn't compelling at r17.73 versus the debt load, so unless we see some anchor tenant wins or better occupancy rates in the next results, it's just going to drift. let's get a contract, once the deals start then it will run, simple as that.