Ann: NRW Full Year Results Media Release, page-18

Hello Ranger,

Thank you for reminding me that intrinsically I’m a deep value investor here, despite a tendency to spook at the ‘paper bags’ of daily prices.

And for reminding of that impending BORR news, despite that it has apparently been factored in, well chewed over and the market makers have now decided it was a ‘mere bagatelle’ in terms of the $400M solid revenue it brings to the NRW table (or did I mean a baguette roll?).

And you feel it likely the alliance is already sending out feelers in other directions?
That’s a wonderful potential to contemplate ! (No despites!)

And at least people can’t say right now “the price might be getting a bit toppy”


Thank you!

And I hope everyone is well out there

cheers