POO heading sub-$50. Could even happen in the next few days. The rout in the energy & commodities sector is only just beginning.
All in in my opinion of course, but I can’t see SXY holding 30c for long. It will reach fair value at some point, but not until this Coronavirus thing has fully played out
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- Ann: Appendix 4D and Half Year Report
Ann: Appendix 4D and Half Year Report, page-46
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