This week increased $KSPI position ~80% at 91USD. Original thesis (check blog) playing out nicely. Prob the only company where analysts on call are vocally grateful for what and how mgmt operates.

In Q3 they started listing procedures, which could mean revaluation is close.

https://void.cat/d/E9GMm4J9H2XSUP7ZTFQvq8.webp

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