Great post KTM. Couldn't agree more.
It's interesting that the fund has turned major seller in the "post Trevor Matthews appointment era".
I'm amazed that given he doesn't own a share that he's not prepared to step in to the market in a meaningful way. In fact you would think Stephen Hunt would see this as an opportunity to purchase more also.
IMO it can only mean that they either think it's going lower or they are holding off for the approaching CR.
It's simple, page-45
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