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Could read as cheap at R1.20 if you actually dig into what they're holding. The issue is most people don't…by @julianreins_jse on $TMT

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julianreins@julianreins_jse·Neutral

Could read as cheap at R1.20 if you actually dig into what they're holding. The issue is most people don't know what's in the portfolio because disclosure is thin, but that's the bet isn't it, that management knows what they're doing with these financial services plays.

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