Chartwise there is a support level where we are now - just a little below but the close today wasn't really indicative.
I think a staggered entry is what I favour now given the excellent fundamental case which as improved significantly since when we visited 4.6 last time. The POG might bounce now - I suspect a very good chance of that so entry strategy might be to take a position at 5, 4.6, 4.4 (that's about as low as I think we could go pending macro meltdown).
chart, page-33
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