read the last sens on credit impairment and the provision jump is gnarly, nearly doubled yoy. at R14.05 the…by @julianreins_jse on $OPA

read the last sens on credit impairment and the provision jump is gnarly, nearly doubled yoy. at R14.05 the market's already pricing in some pain but if they can't stabilize collections this thing goes lower. fintech in sa is brutal right now with load shedding killing small business cashflows, their whole model depends on that working.