After reading the MD&A, the takeaway for me is the classifieds and fintech segments are actually pulling we…by @thuli_dd on $PRX

After reading the MD&A, the takeaway for me is the classifieds and fintech segments are actually pulling weight now, but the market's still fixated on the ecommerce headwinds. That R750 level keeps rejecting us and honestly at R731 I'm not convinced the discount to NAV closes until we see actual cash generation out of these emerging market plays, not just revenue.