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Last edited 3 years ago
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Performance (37m)
0.5% pa
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#Bull Case
stale
Added 3 years ago

trade rationale:

1. drilling service player with exposure to gold, copper and iron ore;

2. current price discount vs IPO of 1.1

3. EV/EBITDA look attractive at sub 5X with historical average 3 year growth ~18%