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Antipodes’ Siemens Energy stock pick blows in the wind
Jessica SierNorth Asia correspondentWhen Antipodes’ Jacob Mitchell rolled out his “best idea” at the Morgan Stanley conference earlier this month, audience members couldn’t help but roll their eyes.
Mitchell has been banging on about Siemens Energy for months, arguing its wind turbine segment would enjoy enormous secular growth and the German-listed company was trading at a steep discount.
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