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Trencor at R2.80 is basically flat, which tells you nothing's changed fundamentally for this container leas…by @oscar_tshitenge on $TRE

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Oscar Tshitenge@oscar_tshitenge·Neutral

Trencor at R2.80 is basically flat, which tells you nothing's changed fundamentally for this container leasing outfit. The real question is whether shipping normalizes from these elevated rates—if it does, TRE's earnings disappear faster than you'd expect, so I'm holding but not

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