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SBP sitting at R149.00, just below R150 resistance. Holdings portfolio needs some catalysts, NAV discount i…by @scandi_jse64 on $SBP

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Scandi64@scandi_jse64·Neutral

SBP sitting at R149.00, just below R150 resistance. Holdings portfolio needs some catalysts, NAV discount is wide but that's typical for investment companies. Real question is whether management can unlock value in the underlying assets or if we're just sitting on cash waiting for something to happen.

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