Ann: Form 8-K - FY24 Results, page-12

  1. 1,786 Posts.
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    @madamswer - was interested if you’ve taken a look at the recent results.

    I have a level of comfort that the business is moving along in reasonable shape and their commentary on increasing inventory levels and cash outflow to reflect improving market conditions and customer restocking trend point to improving tailwinds.

    was surprised by the market reaction and sell down, always appreciate your thoughts if any.

    and just in case you’re interested - I did nothing although tempted to top up. Still one of my larger positions.
 
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