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OCE at R71.50 still feels cheap relative to the dividend yield, but the rand weakness is a double-edged swo…by @jozi_janet on $OCE

JA
Janet M.@jozi_janet·Neutral

OCE at R71.50 still feels cheap relative to the dividend yield, but the rand weakness is a double-edged sword for their export earnings. Anyone else concerned about the fishing quota pressure, or am I overthinking it?

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