Hi @hcosah
I'm working on it. To be honest, I'm finding this very far from a 'no brainer'. There are a lot of unknowns, and the spectrum of possible outcomes is wide. Also, one of the key tricks here, in performing valuation, is to try to divorce yourself from prevailing sentiment. So whilst it is possible that C19 induced airport closures may run for a scarily long time, we don't know for how long, and there's an equally plausible scenario that says they are a lot shorter than is currently widely expected.
On the flip side, if there's one thing I've learn't in my life, is that in investing, the most difficult decisions tend to become the most profitable.
I expect to make a decision today. Will let you know.
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