Here you go Yohanz99, this is an article explaing why CVSF bought into SVG. There are a few more reports floating around if you look as well.
https://www.intelligentinvestor.com.au/investment-news/new-collins-st-fund-is-going-for-gold/152341
Sounds like they have given a 3-4 year timeline for their investment thesis. Surprisingly SVG didn't get a mention!
When was the last time SVG updated shareholding?, page-13
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