US- and JSE-listed alternative energy company Montauk Renewables is a stock IM recommended back in May 2023 at R125 with the headline “A company whose time has come”.

In the subsequent months the stock had a stellar run, rising 58% to a peak of close to R200 before the wheels fell off. Year to date Montauk is down 55.8%, and 36.5% on a 12-month perspective. Is there an opportunity with Montauk again?..

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