Great analysis Auto, thanks. I do think the investment thesis for SEN is much more nuanced than the average investment. I mean, you/we/I have had to do a fair bit of work to understand the potential. Your analysis, which I agree with, would not be well known by the investing community.
Waiting for 2-3 years to be proven right is not straightforward for many investors. I've already been in SEN for multiple years and I think we're all having the same conversation now that we had two years ago. We'll spend a decent part of our investing lives with very little priced in for SEN, limited rewards, foregoing other investments and then one day (hopefully) - whoosh! Thats assuming there are no more balls-ups which the market seems to be pretty punishing of.
SEN Price at posting:
11.0¢ Sentiment: Buy Disclosure: Held
