Loved the line that higher interest rates "mitigated" against any tax expense. lol
Just come straight out and say shareholders been shafted by the bankers and they'll be the ones making all the money for the next 4 years.
This becomes a simple play on what the assets can be sold for within 4 years + a forex punt.
Have been watching due to my large holding in AJA. Will be interesting to see what happens when GJT comes back on the market.
Cheers
John
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