Hi GS
I think ENN is interesting due to a number of factors:
- exposed to encouraging industry dynamics
- quality management with an impressive track record
- upside potential at the asset level, from a number of different assets
- upside potential in funds under management as per the Bell City transaction
- a solid and interesting balance sheet
- strong dividend at around 8%
Hi GS I think ENN is interesting due to a number of factors: -...
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