Government property exposure is a tough slog but DLT's lease terms lock in cash flow for years, which beats…by @sextant_za on $DLT

Government property exposure is a tough slog but DLT's lease terms lock in cash flow for years, which beats chasing commercial tenants who fold when the economy stumbles. At R0.37 you're getting a yield play on assets most funds won't touch, and that's where the margin of safety sits. Comparison to Redefine or Stor-Age doesn't work because those guys are dealing with retail and logistics volatility, whereas DLT's got the state as counterparty, which is boring but reliable.