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Quick ideas

Some quick ideas that have sparked interest but in which there is less conviction at this time than for ideas that made it into the current ideas portfolio.  


March 7, 2024

Large buyback of cheap oil producer plus Dutch tender offer – 20% shares to be bought back until December 2024

Share price: $9.06 – potential re-rating to $11+ – Upside: >15% – Catalyst: Through 2024


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