Agreed re: shell. Additionally i think distributions will increase because i see the AUD heading to 60c by June.
So reckon we could see 47c cash plus shell here. Currently circa 45c.
Im a huge Peso bear.
Newsletter selling today after buying in early 30s, fair enough too, may grab a few here, not much happening in the markets over the next few months expect downside action IMO. So easy carpark for my cash.
News: DNK Danakali Ltd Seeks Trading Halt, page-6
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