Hi frostie.
IMHO, I wouldn't be watching the prices so closely lest I am tempted to sell too early.
The story is just beginning. We have a new CEO who has done deals with KKR before in his long career. Something is afoot in the USA with two C suite hires. Both C suite hires have deep industry experience.
We also have MABR gaining traction and acceptance in the industry and moving up the initial phases of a S curve. The S curve is over 20 years judging from the path that MBR took.
Decentralisation as a theme is also gaining mind share in the minds of market participants.
China and ASEAN countries are at a growth phase. They are also embracing technology with open hands to leap frog old technology. They need infrastructure of all kinds to grow the middle class. They cannot afford not to. Let's not forget what is happening in the Middle East too.
Just forget what the dark arts are doing. They will play the share price up and down to fix prices for future transactions. No point trying to speculate what these type or nature of these transactions. The fundamentals are moving in the right decision. That's all we need to be concerned about.
Best wishes and enjoy the ride.
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