Respectfully IFNO,
the number of likes on your post makes me feel compelled to defend LOTM!
He has been very clear over the past year about why he thinks the leases are of low value (he's not bagging the company, he's been putting a reasoned argument forward).
As it turns out he (although it remains to be confirmed!) was wrong, but I for one have learned a lot from him.
And really: saying the buyers are paying too much is equivalent to saying JC is doing a great job surely?!
Cheers mate,
Pb
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