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@jse_tttrading what's your read on when claims actually stabilize though, that's the million rand question heyby @bayman_jse on $OMU

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TTT Trading@jse_tttrading·Neutral

equity release drag is real but wealth mgmt is actually printing money, solvency ratios give them room to move. long-term view hasn't changed, markets are shaky but at R13.55 you're not paying much for that dividend yield plus the upside when claims stabilize. rand weakness is a headwind though, keeps institutional offshore stuff messy.

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