RE: CS & collateral10 Sep 2024 08:24
I actually don't mind some of what Investace says, although his analysis is far from Ace. Firstly, EUA is now capitalised far beyond 2025, so admin isn't really a worry for the foreseeable.
Secondly I'm not so certain about 3p, a whiff of good news will take it beyond that easily.
Where I agree tho is that we are now definitely in an end game.