You are spot on. The more I look at the results the more I think the market has it right. The fact that it was @ guidance provided at the Q3 update should mean it won't be hit hard
I also look at CAJ (which I have held a number of times previously) for comparison particularly after most recent results but the difference for me is that CAJ has a long history that investors are now wary of. Also with @850 million shares on market any upswing will be quickly diluted. Acrow with only 175m means the slices of the pie are bigger
ACF Price at posting:
31.5¢ Sentiment: Buy Disclosure: Held
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