RE: Sunday roast podcast 1h16min in26 Apr 2026 15:49
Yes that was a great interview and I’ll admit, I didn’t initially understand the significance of their findings and I’ve been following this for a few years. The average investor isn’t a diamond specialist so it may take a while to sink in.
Furthermore, as mentioned by others, the reorganisation of the debt will re-rate this and encourage rather than discourage further investment. CGNR benefitted around 200% from a similar move but KDR has a much lower market cap so has further to recover.
Sentiment about to do a 180 here I think.