Solvency is a bedrock principle in corporate finance, typically gauged through meticulous assessment of a company's assets, liabilities and cash flow. Yet, a tender dispute (https://www.businesslive.co.za/bd/national/2024-09-09-big-accounting-hurdle-for-transnets-r11bn-tender/) involving Transnet has spotlighted a highly unconventional approach: using market capitalisation to prove solvency. 

Let’s be clear: market capitalisation — the total market value of a company's outstanding shares — reflects investor sentiment and market conditions, both of which are notoriously volatile. Solvency, on the other hand, is about stability and long-term financial health. The two are not interchangeable. They are fundamentally different and should not be conflated. ..

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