EL,
I just reread my post, and now realise that it could be interpreted as criticism of PNA's purchase.
My comment "I hope that OZL is being more selective in it's choice of assets to purchase." was in reference to speculation that OZL may go after SFR, and the expense of SFR when compared to the price PNA has paid.
I did not at any time imply that PNA made a bad decision.
HT1
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