I just had a read of SFR's latest presentation, pretty impressive stuff. They are now capped at $1 billion.
MNC after latest placement are capped around $350 million leaving us with a bit of ground to make up. SFR have solid support in OZL and POSCO on their register. It will certainly be interesting to see an updated top 20 after the lastest placement to see whether any 'big' names are on the MNC register and if not, why not.
comparison with sfr
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