Will be interesting to watch what happens. One thing is for...

Will be interesting to watch what happens. One thing is for sure, Mr Stokes has the patience to sit and wait (as history has proven on his important investments)

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"Hopefully SEV won't be buying any more engineering businesses or similar!"
- Indeed, personal ambition got in the way on several deals. When you have a BILLION plus sitting on the sidelines and every M&A type throwing you ideas, you do do dumb things. Overall, being a SEV holder at the extremely attractive P/B value is a no brainer.