ZED sitting at R1.25 is pretty cheap for an agri holding with actual land and operational assets. Portfolio…by @momentumtracker_jse on $ZED

ZED sitting at R1.25 is pretty cheap for an agri holding with actual land and operational assets. Portfolio's been under pressure but the rand weakness should help exports from their farming ops. NAV discount is massive compared to peers, could be a value play if they sort the balance sheet out.