TR
trpine@trpine_patient·Bullish
GCT sitting pretty at R15.31 with those long-term PPA contracts locked in, eish most of the market doesn't get what that means for earnings visibility. Compare to Globeleq or other renewable plays, the dividend yield here is solid once load-shedding keeps squeezing SA's grid. Long-term view hasn't changed, these assets are only getting more valuable.