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MMP sitting at R27.02 with those property holdings in SA looking interesting given the rand weakness lately…by @bombay_coach on $MMP

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CoachBombay@bombay_coach·Neutral

MMP sitting at R27.02 with those property holdings in SA looking interesting given the rand weakness lately. International equity portfolio gives you some hedge but the food processing and logistics side is where the real play is imo, especially if logistics picks up. Holding long here, think theres value in the diversification angle they've got going.

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