CO
CoachBombay@bombay_coach·Bearish
GPL sitting at R1.75 and the gaming venues side is getting hammered by load-shedding and folks just staying home more these days, ngl. Hospitality plays like this need foot traffic and discretionary spend both firing at the same time, and we're not seeing either right now. Long game is there if they can trim costs and ride out the next couple years but the yield aint worth the pain if you're chasing income.