I might take the morning off. Still my biggest holding.
Seriously though reading through the result the investment thesis now (at $1.50 equivalent) is very different to when I bought (average 65c).
This is no longer an under valued, under appreciated stock trading at a discount to NTA (when valuing the litigation assets correctly). The market is expecting strong growth as they grow out their regions which is not without its risk. I will exit this stock over the coming weeks but its been a great result for the portfolio.
Good luck to holders because if they get the model right internationally there is an extremely long and profitable runway for growth.
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