Hello Carlo,
Totally agree with your write-up here on CSE.
I hold them as I do BSM. Have been watching them run neck and neck for months with the odd sprint from CSE but now back together again (price wise). I think they are both under rated and wait patiently, as we do, for some decent appreciation from the market.
I still have my JML which was thanks to you all those months ago - thinking of lightning a bit there.
Are you still holding one of our old time favourites - IGO.
I have just a few left now.
Cheers
Fletch
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