Current sentiment - wait until 10% lower, we will see 3c.
Valuation: 6.6x P/ACV looks a bit ridiculous. Fundamentals don’t matter in a state of panic or recession though. It could trade down to 2x ACV.
I don’t try to pick the bottom. So I’d just accumulate on the way down / up over the next few weeks spacing out parcels.
I’ll probably be wrong though. Completely mis timed the re-entry at 4.6 & bought a parcel at 3.9 / 3.3.
Ann: Pointerra Corporate Presentation, page-203
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