Portfolio Update 2022 November 4

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Portfolio Update 2022 October 28

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#172: Centrex & Fertoz

Date: 27 October 2022 Download Video (mp4) Presentation Slide (pdf) Audio (m4a)

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Portfolio Update 2022 October 21

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Portfolio Update 2022 October 14

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#171: LNG Shipping

Date: 13 October 2022 Download Video (mp4) Presentation Slide (pdf) Audio (m4a)

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Portfolio Update 2022 October 7

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Portfolio Update 2022 September 30

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Portfolio Update 2022 September 23

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#170: BYD Auto & CATL

Date: 22 September 2022 Download Video (mp4) Presentation Slide (pdf) Audio (m4a)

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