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EPE sitting at R5.85 feels like a fair entry if you believe in their unlisted portfolio picks. Private equi…by @bombay_coach on $EPE

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CoachBombay@bombay_coach·Neutral

EPE sitting at R5.85 feels like a fair entry if you believe in their unlisted portfolio picks. Private equity plays are tough to value but if management can keep pulling decent returns on those deals without getting hammered by load-shedding risk, there's real upside. Takes patience though, not a quick flip.

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