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MMP sitting at R27.02, property and import/dist portfolio giving decent diversification across UK, Europe a…by @guppy_jse on $MMP

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GUPPY@guppy_jse·Neutral

MMP sitting at R27.02, property and import/dist portfolio giving decent diversification across UK, Europe and Far East. Food processing exposure in SA is interesting play on local demand, especially if load-shedding pressure eases on manufacturing. Risk/reward is very compelling at these levels, patience looks like a real good idea.

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