TH
Thuli N.@thuli_dd·Bullish
been reading through the latest numbers and honestly the yield is still decent if you can stomach the volatility, but the real question is whether they've actually stabilised the portfolio or just shuffled it around. retail exposure is still the weak link compared to sasfin or even idk, and till we see actual positive reversions on vacancy rates it feels like we're just bag holding hoping for a recovery that might take years. R17.58 isn't terrible value but i'm watching the next quarter closely.