Hey pbear….re U sector, just a little shuffling here for me…..more 1AE, PEN for the US exposure
Also further to my notes re TOE …..I am participating in the just announced opportunistic CR, as already mentioned I can see some leverage here, recent share consolidation has addressed the previous massive SOI, and now will be cashed up
Banking on the current sentiment to power it through any CR indigestion?
The Brains Trust - 2024, page-174
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