Excellent discussion. Thanks for posting SLewis. Plenty of information there that confirms the reason why i invested in TRS in the first place.
They company performed remarkably well in the first quarter of 2020 and i expect it to continue through the rest of this year. In fact the recession (which i suspect we are in right now) will accellerate the earnings.
Looking forward to the next Reporting season.
Fund Managers Discussion on TRS, page-2
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