About this episode
- Strategy | Longterm investors cannot afford to be UW JUFO and OLFI
- NIPH | Small cap with potential large growth ahead
- ORAS | ADX listing supports rerating; Egypt pricing gap likely to narrow
- ORWE | Discounts and rebates set to support 2H25 earnings
- AMIC | Diversified portfolio, strong cash flows with growth optionality
- ETRS | NOSCO merger expands fleet, multiples set to compress
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