roadster
I don't proclaim to be anywhere near as knowledgeable as most of the folk on this forum but I do take note of what I read and then work this back to see if it sits well against the numbers I have.
I also am still very heartened when I know a crowd like ORBIS have shown their hand with a substantial holding. It is not good enough to say it is just a "punt" from their side.
The analysts with ORBIS are clever people who would not go to their managers with a "punt".
Is this being logical or not?
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