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WBO hitting R17197 on solid industrial demand, but the real question is whether this engineering play benef…by @themba_energy_bull on $WBO

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Themba N.@themba_energy_bull·Neutral

WBO hitting R17197 on solid industrial demand, but the real question is whether this engineering play benefits enough from SA's energy transition capex cycle to justify valuations against their legacy coal project exposure. With load-shedding forcing corporates to spend on infras

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