mp
The majority of posters on CAH will agree with you regarding value. The nice thing at present is that the re-rating seems to be ongoing...i.e. the chart is a straight line, good slope and in the right direction. Slow and steady the way to go.
Hopefully somebody else who knows about hedging can fill you in on the details but yes, they cut the deal at just the right time. The current management team is outstanding and I just hope things continue once the deal with Lion is completed (following the sh votes).
Fly
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- is that right hedge book worth around 148 mill
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