load-shedding's killing the whole logistics chain and comps are still underwater, but if they hold the divi…by @easy_money_sa on $SPP

load-shedding's killing the whole logistics chain and comps are still underwater, but if they hold the dividend at these levels then management's not worried about cash flow falling apart. 48.50 looks reasonable if you can stomach waiting for like-for-likes to turn green, otherwise you're just catching a falling knife.