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IVT's stuck in that space where the rand moves matter more than actual earnings tbh. Engineering plays are…by @k_maphosa on $IVT

K.
K. Maphosa@k_maphosa·Neutral

IVT's stuck in that space where the rand moves matter more than actual earnings tbh. Engineering plays are tough right now but if load-shedding forces capex spend they could catch a bid. What's the actual order book looking like.

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