My sense, from the AGM, including the answers to a number of questions, is that management is highly focused on sensible capital allocation. My confidence that they can continue their track record of successfully consolidating fragmented "legacy" sectors, by harnessing their existing assets, is higher now than it was before. I suspect that once the dust has settled on Ovato, that this will become more apparent.
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My sense, from the AGM, including the answers to a number of...
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