So far so good with APAC and Brett Smith. I did have reservations re MLX's likely direction at the time of Smith's appointment, and am pleasantly surprised at the outcome to date. I'm hoping this is good management rather than good luck and if so, MLX may finally be better appreciated by the market for the assets it has. I expect a considerable re-rate by/before the end of next quarter.
MLX Price at posting:
24.5¢ Sentiment: Buy Disclosure: Held
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