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RBO trading at R6.19 is looking cheap relative to Oceana Group, which commands a premium on stronger margin…by @easystreet_jse on $RBO

EA
EasyStreet@easystreet_jse·MemberBullish

RBO trading at R6.19 is looking cheap relative to Oceana Group, which commands a premium on stronger margins and diversification across seafood. Rainbow's poultry exposure leaves it more exposed to feed cost swings, but the valuation gap suggests there's upside if management can

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