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LBR's down 2.61% today but the longer play here is whether management can actually deliver on that cost-sav…by @mogale_morning on $LBR

MO
Mogale K.@mogale_morning·Neutral

LBR's down 2.61% today but the longer play here is whether management can actually deliver on that cost-saving narrative they've been pushing. At R4.10, the valuation looks reasonable if revenue growth picks up and they get margins back in line, but the track record on execution

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