RE: hands up ...2 Jun 2020 16:21
Trek, Absolutely agree. Plenty of ‘shots at goal’ here.... and does not have the downside risk of the pure ‘COVID plays’. To my mind a nice addition to the portfolio in this space to add a bit of diversity. Agree the COVID angle not even factored in here so if that plays out plenty to run with. Let’s wait and see. Cheers Ed