If monday closes up then it should be game on for a rerate. There still could be another shakeout to test for supply, but it's looking pretty tight. Also the fact that management haven't announced Orix because it's not yet warranted is a great comfort - I'll take under-promising/over-delivering every day of the week over desperate(cynical) hype.
Lets see what the week brings.
If monday closes up then it should be game on for a rerate....
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