sbp sitting at r145.01 but nav per share is what matters here. holding company discount is real, been watch…by @momentumtracker_jse on $SBP

sbp sitting at r145.01 but nav per share is what matters here. holding company discount is real, been watching the portfolio mix and some of those underlying positions are solid. question is whether management can actually compound value or if we're just bagholding a discount to intrinsic. reckon it depends on how they deploy cash over next 18 months.