About this episode
Strategy| Maintain UW commodity plays ex EGAL on gas shortage, gas price, OPEC and a strong EGP
MTIE| How much is MTIE’s Basata ePayments at 20% discount to FWRY?
MCQE| Factors to consider ahead of 1Q25 results
POUL| Brazil’s bird flu outbreak drives short term uncertainty in Egypt’s poultry prices
CICH| Hidden value in CICH obscured by illiquidity drag
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