I don't think the recommendation is a "huge miscall" at all.
The recommendation is based on the final paragraph - facts which cannot be denied.
Indeed, there has been a lot of work put into posts on HC. But by and large these are based on fanciful speculation about future prospects.
Successful punting involves assessing all available information and views and making your own call - this report adds a more clinical approach to the equation.
ITE
i.t.& e limited
possible reason for aim weakness, page-2
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