That's the way I've always seen it with CZI Barrel ,a bit of a no brainer on their current capitalisation.
I'm not a massive fan of the stock but I still think it's cheap ,easy to get out ,some problem with the locale ,but nothing substantial.
It's now suffering the tall poppy ,you need more syndrome . I think all the points NL makes are valid on the face of it ,but I never really expected anything different from what's happened to date.
What's changed is the market and the behaviour of some previously watertight holders
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Shanthar Pathmanathan, MD
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