Eley Griffiths… ECP
still can’t believe they let him skim over Russian positions. ‘ I should have managed them better’ says to me he didn’t trim at all since last update.
still undervalued IMO even if they loose 10% FUM This year and the dollar goes to .75us still around 10times EBITDA with conservative operating margins
Ann: 2021 Full Year Results - Investor Presentation, page-27
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