Excellent analysis of the moat. Also consider the thread “what are the negatives” http://hotcopper.com.au/threads/what-are-the-negatives.2744063/ .
TFC is the best opportunity I have seen in my 30+ years as an investor.
We just need short term patience while the buy back of the pre 2007 MIS is proceeding. I am not expecting any positive updates until 1 July.
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