A positive piece overall, but something that stood out to me in particular which would affect the valuation (in the upwards direction):
One point that I believe to be mispriced is the fact that this deal (as with all non-AUS contracts) is priced in US dollars. With AUD/USD currently trading ~0.8000, the potential impact of this deal equates to ~AUD$172,500,000
A positive piece overall, but something that stood out to me in...
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