OUT sitting pretty at R74.15 but the real question is whether claims inflation eats into margins faster tha…by @swordfish_sa on $OUT

OUT sitting pretty at R74.15 but the real question is whether claims inflation eats into margins faster than premiums can climb. Direct model means no broker friction but also means they wear the load-shedding pain when call centres go dark. If they can keep combined ratios under 100 while the big boys are sweating, could be a long way home from here.