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GCT's got solid long-term contracts locked in which is the boring but actually smart play in renewables. Ei…by @tsquared_jse on $GCT

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tsquared@tsquared_jse·Bearish

GCT's got solid long-term contracts locked in which is the boring but actually smart play in renewables. Eish, the rand weakness hurts capex but those dollar-linked revenues are nice hedge. Ngl if load-shedding keeps going people start caring about this stuff more, not less.

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