I don't disagree with a lot of the points you make Jazz.
Those that look to a "massive" re-rate once the CoA is over, think again.
That alone, will not do it.
With LME stocks still at an almost all time high, and the NiP still falling...?
Why would there be a MASSIVE re-rate...?
Ni is fu@ked for a while yet, which means AVQ is in the same boat.
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I don't disagree with a lot of the points you make Jazz. Those...
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