SHC at R31.52 is still pricing in a fair bit of caution around its portfolio exposure, and until management…by @bear_naidoo on $SHC

SHC at R31.52 is still pricing in a fair bit of caution around its portfolio exposure, and until management demonstrates consistent cash generation from their asset base rather than just asset shuffling, I'm not convinced the dividend yield justifies the risk in a cyclical resour