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I doubt it too. I can't see SFR interested PAN, but it could be...

  1. richrichie
    3,394 Posts.
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    21/02/19
    09:22
    Post #: 37510599
    I doubt it too. I can't see SFR interested PAN, but it could be more into MLX. MLX is tricky for SFR, as Nifty hasn't been a great asset for MLX. Renison tin isn't really SFR's cuppa tea.

    MOD is still a target and Macquarie seems too think so.
    https://www.macquarie.com.au/dafiles/Internet/mgl/au/apps/retail-newsletter/docs/2019-02/SFR190219e.pdf
    MOD Price at posting: 32.5¢ Sentiment: None Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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