IMO this news has diluted the overall positive impact out of Peak/Kairos expected in Q1 2021. It has pushed out, by a quarter or two, the upward momentum of AMI SP. This gives me reason to seat out until around 35c. I like AMI, but IMO I don't see the risk reward changing any time soon.
https://hotcopper.com.au/posts/48578944/single
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