Don’t second guess V. Trust the research and play the long game - and ensure you get the CGT benefit. No one can time it perfectly and while no one saw a CR coming, we are now extremely cashed up to accelerate VALUE CREATION. I have done some preliminary work on the CR and what it could mean which I will share in time.
In the meantime this is a macro ‘buy the dip’ moment IMO. JPM came out this morning with a good note providing useful context - worth a read.
BCC Price at posting:
39.3¢ Sentiment: None Disclosure: Held
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