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I'd Like this if I could.

Mytilineos shares have been on a tear in 2023. Here is an short update of what it means for Fairfax. Who is Mytilineos? Ticker: MYTIL.AT (trades on the Athens stock exchange) Stock price: $36.68 (July 26, 2023) Market cap: €5.07 billion Dividend = €1.24 = 3.4% From the company’s web site: “MYTILINEOS Energy & Metals is a global industrial and energy company covering two business Sectors: Energy and Metallurgy. The Company is strategically positioned at the forefront of the energy transition as an integrated utility, while already established as a reference point for competitive green metallurgy at the European and global level. It has a consolidated turnover and EBITDA of €6.35 billion and €823 million, respectively, and employs more than 5,442 direct and indirect employees in Greece and abroad.” Corporate presentation Jun 2023: https://www.mytilineos.com/media/k5lj10q0/corporate_presentation_june_2023.pdf How much of Mytilineos does Fairfax own? Fairfax owns 9.19 million shares (including the exchangeable bonds) with a value of $372 million. This makes the company a top 15 holding in Fairfax’s equity portfolio. Fairfax made its first investment in Mytilineos in 2012 or 2013 (€30 million stake). In November of 2022, Fairfax owned 3.99 million shares. In December 2022, Fairfax more than doubled their stake: they purchased 2.7 million shares at €18.50. they purchased exchangeable bonds that gives them the right to buy another 2.5 million shares at €20. Fairfax is now the second largest shareholder. How has the investment performed since Fairfax added to their position in December, 2022? Fairfax’s position is up $171 million or 85% over the past 8 months. ————— October 21, 2013: Canada's Fairfax buys Mytilineos stake in second bet on Greece https://www.reuters.com/article/us-greece-fairfax/canadas-fairfax-buys-mytilineos-stake-in-second-bet-on-greece-idUSBRE99K05H20131021 December 13, 2022: Fairfax becomes the 2nd largest shareholder in MYTILINEOS https://www.mytilineos.com/news/company-news/fairfax-becomes-the-2nd-largest-shareholder-in-mytilineos ---------- Estimated cost to Fairfax of total position (very rough) My estimate below of €14.14 is likely high. It does not include dividends, which Mytilineos has paid since 2018. And my estimate of €7.52 for the initial 3.99 million shares is a guess. Given the large size of the position, Fairfax will likely give us the correct number in a future annual report.

Can't speak on the fees, but @Parsad it would be sweet if the merchandise section had some merch. Cups, caps, and since we have a books section, add referral links to those books so that when bought the site can make money? The Merch doesn't necessarily need to have CoBF logo on it either, could be an internal joke or wisdom from within the thread, like John Hjorth talking about the Egg or his 'kinks' or Brookfield, a 'Why buy an egg' cup would be cool. Luca's reactions to a comment maybe as a picture on a cap, or Gregmal's one liners, Spek's wise words on a shirt. Food for thought.