Ann: 1H FY22 Results Presentation, page-329

I do and I think I’ve said that I do many times. Long term, I don’t think this will be an issue. But it’s the short term ramifications of such an outcome where costs outpace revenues that I am trying to explain.

It may come to nothing, but I feel the analysts line of questioning suggests that they were quite concerned about the increase in costs and low cash balance. And what analysts write up tends to influence fund flow and ultimately the short term valuation of the company.

I said it before, it could be an opportunity to buy on such a dip for those with the conviction that sales will ramp up considerably in the back half of the year.

What I write here is not going to impact the share price one bit, but it could stop someone selling out if they see the share price fall for “no apparent reason” in the coming weeks. And rather than fear anything untoward is driving that fall, it could just be people selling out due to the risks I described. Knowing that, an investor can make a conviction call and buy the dip with more confidence.

that’s just one scenario, I mean the share price could run for all I know. But sharing alternative views should empower the collective and ideally be used to better our chances of making a good investment decision as retail holders. That’s the hope anyway.