Burnett,
If you're right, we should see another notice of a change in sub holding from Orbis. I doubt it though, as their philosophy's based on long term fundamentals.
As with yuyu, I've also topped up my holdings (6.1c) and expect refinance to work through. Alot of tree shaking similar to CER issues a year ago.
DYOR.
big dump on close, page-6
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