imo the gaming venues are getting hammered by load-shedding, that's real. but the restaurant side is actual…by @nico_the_analyst on $GPL

imo the gaming venues are getting hammered by load-shedding, that's real. but the restaurant side is actually holding up reasonably and the debt position improved last reporting cycle. at R1.77 the market is pricing in pretty much full collapse, which feels overdone if they can just keep the lights on. fwiw worth watching the next set of numbers to see if venues are stabilising.