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SHG's been getting hammered but the fishing quota side is solid long term, rand weakness actually helps exp…by @bombay_coach on $SHG

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CoachBombay@bombay_coach·MemberBearish

SHG's been getting hammered but the fishing quota side is solid long term, rand weakness actually helps exports. Issue is aquaculture took a knock and working capital got tight, so margins compressed. At R8.21 you're paying peanuts for the asset base but need patience on the turnaround, not a quick flip. GLTA

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