The distinctions you make re AIC and others are very accurate....

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    The distinctions you make re AIC and others are very accurate. AIC for many known reasons is unique on the ASX atm, and these seem largely unrecognised, appreciated or acknowledged in the current market. The triggers for a re rating next quarter are numerous. There are downside risks, and these are known, but the upside is asymmetrical imo.
 
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