interesting numbers on the last results, revenue up 23% but margins compressed. at R12.73 the yield's not t…by @nico_the_analyst on $RTN

interesting numbers on the last results, revenue up 23% but margins compressed. at R12.73 the yield's not terrible if they can stabilize opex, fwiw. reckon the rand weakness helps exports but that's a double edged sword for input costs. could be wrong but this feels like a 18-24 month hold minimum to see if management can actually execute on the guidance.