opinion of an "expert" Simon Marais (Orbis)
"If you think the cycle is going to turn, you want to buy very highly geared things, because there will be massive upside," he said.
Fact.....CNP has gearing >96% (as per the most recent reporting)
but as we know, Orbis holds CER (LVR 70%).......their risk appetite does not extend to CNP!
to the experts, page-9
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