Hi CW,
Great work on the AFR comments. Very coherent and sensible, unlike the other commentatary that followed you. It was funny that I read it as I happened to find myself in the unusual position of being in a mccafe and reading AFR for free - I don't usually bother with either.
The precious metals lift-out which was a 4 pager on the 31st was a bit of a surprise to me. Is it new? Either way, looks like the mainstream print interest is a precursor to the exuberance stage.
earnings/sp project post merger, page-7
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