Management of QBL is certainly a "problem" for many and some simply won't touch them at the moment.
MCL is another factor altogether. Totally different product with totally different management.
There is clearly very much room for games within games, but, trying to put a "value" on QBL + 55% of MCL + up to 19.99% of AEB will be an additional challenge for the market regardless of the management of QBL issue.
Just look at the P/B ration compared to its "peers". Who are its "peers" now. What sector do you now place QBL??
Unfortunately the DTs and shorters will make it even more difficult to determine a "fair" entry point without more than blue sky.
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