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What am I missing, page-2

  1. 106 Posts.
    lightbulb Created with Sketch. 23
    Your maths checks out, however the valuation reflects the fact the management team couldn’t organise a root in a whorehouse. That metaphor might seem harsh but compared to competitors, these guys should have 4-6 months or PE shipments under their belt, instead they have lipstick on a pig.

    I’m holding on the off chance the Peru asset is picked up for a large sum.
 
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