You too Beno. It's a hard call. GWR is just rock solid with the IO the way it will be for at least the next 3 years, but couldn't turn off the thought of BNPL through Indonesia and having first strike. I could be wrong - as I have been many times in the past, but I like tossing a coin sometimes and IOU is the favoured one for where the valuation might go. Still have my fingers crossed for that island.
Ann: First Shipment on Track as Iron Ore Stockpile Builds, page-525
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