yeah they have done well. i bought at $76 and sold half at $80 - now they are $84 or so, and the divvy is coming next week. there is still some value there, but less of an obvious bet than before.
still if inflation starts ramping up next year and the RBA is forced to increase interest rates, SEV will most likely have to at least role these over into new notes, and we should get $100 for these. cheerio
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