Nuke
sorry to see you go, i am actually thinking this is now a good buy. i like the PDF status and can see a Lily offer for the assets, not the company, as being a possibility over the next 12 months, assuming the AUD drops back below parity. (All reasonable assumptions - but open to everyone's thoughts)
This would be a great outcome for investors. A nice big fat tax free div cheque! And a vehicle that can move onto other things!
So would have to think that at this price or lower, its a good clear buy. Unlike my exposure to ACL and PAB!!! Were they dumb decisions or what!!!
In this market i prefer logical fundamentals and ACR makes sense to me. Or am i kidding myself? At the moment i am not so sure fundamentals are even relevant!
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