re: Ann: Becoming a substantial holder The Bo... AKG is the benchmark in this sector. Forget about Navitas, AKG is the best run company in the sector in my humble opinion. As evidence, AKG bought their 3m share stake in RDH for around 20 cents, four-fold return at the minute. Outlook positive for the sector with weakening $A and improving sentiment.
Ann: Becoming a substantial holder The Boat Fund , page-9
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