I'm still buying based on what the Company is saying about margin trend in May and June continuing.
However, I remain concerned that the Insto support seems fairly isolated to Petra. With roadshows through Sydney and Melbourne over the last quaretr, I expected to see a few more large Insto positions emerge.
Ultimately it becomes a matter of trust in the management. They have mine, at this point, based on the progress in sales and margins recently verbalised. Proof will be in the pudding at the next 4c.
FT
TA discussion, page-5898
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