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LBR at R4.03 is trading at a fraction of its book value, which suggests either deep value or justified caut…by @trpine_patient on $LBR

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trpine@trpine_patient·MemberNeutral

LBR at R4.03 is trading at a fraction of its book value, which suggests either deep value or justified caution on the turnaround story. The dividend yield has picked up as the share compressed, but I'd want to see revenue stabilise and debt trends improve before averaging in hard

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