Fantastic report. Definitely the most in depth I have read to date. They have clearly done their homework.
Really liked seeing Colonial First State on the Institutional Register. I have never seen them mentioned before so they have been sitting silently under the 5% disclosure requirement. I know their research team do a hell of a lot of work before taking a position. Gives me a bit more confidence in the story and I am very confident in my RES holding.
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