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@replicant_2209 prosus discount is the real problem here, not the opsby @julianreins_jse on $NPN

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replicant2209@replicant_2209·Neutral

NPN nudging up 0.60% to R845 while the tech sector stays choppy. Better resilience than some peers, but that Prosus discount keeps gnawing at the valuation story - hard to get excited until the cash conversion improves.

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