I agree with TBE.
While it is positive in some ways when you look at their transactions on a relative basis even if Nexbis went to zero it would be like Kevin Rudd having a Broken Hill turn Liberal on election day. When Marais signs off on the change in substantial holding he does it in between 2 phone calls and a sneeze.
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- relax- orbis investment is 2% of its portfolio
relax- orbis investment is 2% of its portfolio
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