We just need some newsflow / a catalyst and it will fly IMO.
I plan to trim a few other positions in the coming days and roll the proceeds in here. Still very cheap (~$40ishm EV) given the growth rates / unit economics. If they post similar or better numbers in the September quarter as they did in June the market will wake up. The question is whether there is a catalyst before then.
Ann: Amended Appendix 2A and Appendix 3G, page-6
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