Q: What do you make of the recent agreement between these two companies? Is it significant to either? Would you be a buyer of either of these two?
5i Research Answer:
It is a decent agreement, providing more access to Asian markets for the companies. With a start near year end 2026, it may not be enough to move the needle on the stocks right now. It is not hugely material, but a solid arrangement. We would be fine buying either for income and some growth.