"I Should add that I am looking to acquire and hold from the capital raisings, not flip and make a quick buck. In the case of AIA, I feel it is a great quality, tier 1 type asset, the type that could be held indefinitely."
Yes, that is an excellent point that I wanted to make, but didn't get round to it: the candidate list should be companies that one has always wanted to own but which were always overpriced, and where a raising will provide a decent entry point.
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