MM mentioned earlier in the week following the news of its partnering with the Australian government to acquire South Pacific-based telco Digicel, we like both the partnership and strategic move for TLS and we can now see the stock trading well above $4 into 2022. Similar to RMD earlier the main question is how to fund the purchase, another position which is starting to frustrate us is IAG although it still feels a good fit for our Income Portfolio but QBE Insurance in hindsight is looking / feeling the better option for our Growth Portfolio – watch this space.
MM is bullish TLS
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