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General Discussion, page-302

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    If you look at 3DA it has a MC of $220m and a fraction of the revenue of TTT. A3D, Al3, TTT, 3DA are all flying. I think these companies are being rerated based on the potential of their military exposures. it is a strong investment theme for the moment, given the turbulent times, at least until things calm down in Ukraine and Gaza.
 
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