I’m sorry to say I’ve been here since 2011 and nothing has changed.
We are still all “massive potential” and while (yes) the potential is massive, it still has not converted.
I see no reason to be any more optimistic than the BBI/Philips days that didn’t pan out, but plenty more reason to be pessimistic based on how everything has always panned out.
I hope to hell I’m wrong, but I smell a calf fattening ahead of a CR feast....
Rerating must be on the cards, page-15
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