Can't imagine much volume coming out at 5c tbh.
You always run the risk of buying the value trap with these beaten down businesses but i don't see how too much could go wrong buying OTR at, what, 2x ev/ebitda? Personally, i'll feel more comfortable buying if we see a steady as she goes set of numbers in the H1 and some sort of reasonable guidance for H2 and the year ahead.
Ann: Becoming a substantial holder from HHL, page-13
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