Rebel sell side not looking as thin this morning. 600k at 5.4 might take a while to get through. It amazes me that there is not more interest with share price at less than 25% of CURRENT NTA. VPG reduce nta to 16c and still holding 10.5 to 11c.
I suppose it is going to be a slow steady haul before AEZ is rerated.
Laurence
orbis icreases holdings , page-2
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