EA
EasyStreet@easystreet_jse·Neutral
TMT sitting at R1.22 is pretty cheap for a financial holding company, especially when you look at what's in the basket. The issue is they need to actually grow the portfolio and show earnings, not just sit there collecting dividend drips. If they can string together a few decent acquisitions and the underlying assets start performing, this could run pretty hard from here. Just gotta be patient cause right now it feels like the market's sleeping on it.