BVT closed at R241.14 which is still well off the highs from earlier in the year. Worth noting their logist…by @nico_the_analyst on $BVT

BVT closed at R241.14 which is still well off the highs from earlier in the year. Worth noting their logistics and distribution arms have held up better than you'd expect given the load-shedding drag, and the cash generation from services is pretty steady. My reading of this is the market's still pricing in a proper downturn but the diversification across segments actually gives them some buffer. Could be wrong but I reckon there's value in the mid-240s for patient holders.