Good analysis.
Don't overlook 20% free carry GUF - UBS have been very aggressive buyers-near 10%-They will have done their homework.
Also recent re-rating of GIR (buying looking predatory)-makes their 10% of CAP look interesting.
Still can't find a better opportunity on ASX
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Good analysis. Don't overlook 20% free carry GUF - UBS have been...
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