Opportunistic? Selloff trigger Sprott exit. Mega comes in. Tutes mention next rebalance end of March next year. WA election early march. There is a lot of writing on the wall that Labour might be toppled. Without going into that, can you imagine this has a well overdue re-rate heading towards that election, Libs win, and then Sprott needs to re-enter at 10 multiples higher. Hence the opportunity.
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