My consensus is this.
if this tech was truly disruptive it would've been bought out ages ago.
Why the huge sell down during the U.S. roadshow? No one in the U.S. interested?
Why the huge sell down during the aussie roadshows? No one in aussie interested?
Why no formal offers/takeovers already on the table?
For me, it's a wait and see to see if F/A aligns.
T/A says this is headed south so steering clear for now.
Oversold, page-65
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