Some good questions and we have some half answers. Like johnno, I've faith that management know what they're doing.
Am intrigued why some of you are holding BUY with 15% of PEP11 vs MMR with 50% of Advent's 85% and with MMR having further advantage of pdf status? The last couple of months has seen MMR SP increase around 50% while BUY relatively stagnant, which could be viewed different ways.
But just the sheer exposure to PEP11 with MMR and pdf status (tax free gains) surely makes it more compelling.
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