JI
jim4@jim_jse4·MemberNeutral
DLT's yield is still decent if govt tenants actually pay their rent, which is the whole bet. Sub R0.50 feels like fair value for a fund that's basically betting SA doesn't completely fall apart in the next decade.
DLT's yield is still decent if govt tenants actually pay their rent, which is the whole bet. Sub R0.50 feels like fair value for a fund that's basically betting SA doesn't completely fall apart in the next decade.