IVZ Share Price, page-8891

One of the key points of my original investment thesis was the potential value vs the market cap if IVZ was (and still is) ridiculously skewed due to the majority of money in Australia not being able to buy it.

I work in the investment management industry (I do not provide financial advice fyi) but I speak with inv managers every week, and with asset owner clients so focussed on ESG, no insto inv managers could touch this (most funds/mandates have hard restrictions which would not allow an investment in Zim, and even if they could how could you explain to a client who is focussed on ESG that you made an O&G play like this. Asset owner money (primarily super funds) makes up the vast majority of investable cash in Aus.

It's why some of the biggest retail stocks are O&G plays in countries like Zim and Cuba.

honestly, if we get great results I'm not even sure how high the SP might climb - if they do prove up a massive resource, I could see the SP at a significant discount to the true value until a takeover