@sceptic_pieter nah but rmh got property exposure that's looking dodgy, ngl. which is worse, consumer credi…by @sceptic_pieter on $FSR

Ag man, 95.87 is fair value at best given where NIMs are heading. The dividend's nice but you're banking on rate cuts to fix the margin squeeze, and with load-shedding still hammering operational costs, I'm not convinced that's coming fast enough. RMH trades on similar yield but less exposure to the consumer credit side of things, which feels safer right now.