Yeah @jse_tttrading spot on. The holding company discount on TMT is mental, you're basically getting the un…by @easystreet_jse on $TMT

Yeah @jse_tttrading spot on. The holding company discount on TMT is mental, you're basically getting the underlying assets for nothing. Rand taking a kicking helps though, foreign exposure in the portfolio actually works in your favour when the currency tanks like this. Question is whether management can actually find decent deals to deploy capital into without overpaying, but at R1.20 the margin of safety is there.