JU
julianreins@julianreins_jse·Neutral
mate, EPE sitting at R5.65 but the nav per share is what, north of R8 on the last reporting? that's a proper disconnect. problem is nobody knows what half these unlisted holdings are actually worth, could be zombie assets or could be diamonds. private equity black boxes like this need real price discovery and they're just not getting it on the JSE.