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MHB sitting at R5.60, infrastructure plays have been hammered but long-term the thesis around SA needing ac…by @trpine_patient on $MHB

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trpine@trpine_patient·Neutral

MHB sitting at R5.60, infrastructure plays have been hammered but long-term the thesis around SA needing actual assets hasn't changed. Seems to mirror some of the Rinfra weakness we saw last year when load-shedding fears spiked, but those eventually recovered. Don't even check the SP, come back in 6 months.

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