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  1. 7,328 Posts.
    lightbulb Created with Sketch. 88
    Yes indeed. But the market isn't looking beyond the next year or so.

    Given the managements track record of value creation, the real fruits of these investments will be realised years down the track. I like their activity in Brazil in particular, snapping up an increased stake on the cheap while the economy is in recession.

    It's hard to buy a quality company like this cheaply
    Last edited by thunderhead1: 23/06/16
 
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