Top up on MZN. It's a compelling buy at 1.5/1.6 with KDR JORC showing the potential of the land and then it's just worth it as a hedge if you are a KDR holder. So it has decent upside, but lets be balanced, also has the downside of negative legal outcome could be a further sell off and potential weak CR could also hurt if Options don't come through in Dec.
Disclosure change to held.
Top up on MZN. It's a compelling buy at 1.5/1.6 with KDR JORC...
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