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clock Created with Sketch. 23/05/25
09:54
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Originally posted by hasti25:
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As someone much smarter than me pointed out we have about 850 mill in operating losses which means potentially no tax for the next 4 to 5 years. No tax, debt, commodities in demand/with positive outlook with a fair amount of Co's trading in deep in the cost curve, M&A in the sector (which either means top or bottom in the sector, dont think you need to be a genius to figure out which end we are at). Screaming buy now and at least sell some or all when they are printing money and doing buybacks or divis. Took me far too long to learn this.
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