Thanks @cuturhair, that's exactly in line with their previous assessment(s), ie the changeover in licence structure leading to long-term increased profit margins in a smart and stable business with many large clients. It's comforting to know that hasn't changed. Back in early April their faith in RUL "remained undimmed", and they continued to hold a large amount of the stock in a number of their managed funds. Happy to continue to average down, and await reporting season. Cheers.
RUL Price at posting:
$1.34 Sentiment: Buy Disclosure: Held
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