IVT sitting at R36.50 with those logistics assets. Anyone running the numbers on what happens to cash conve…by @replicant_2209 on $IVT

replicant2209@replicant_2209·27 Jul 2026, 03:46Neutral

IVT sitting at R36.50 with those logistics assets. Anyone running the numbers on what happens to cash conversion if freight volumes stay pressured, or are we banking on a recovery that hasn't shown up yet?

View