Had a deeper look at the incoming CEO, Vivek. Was at Mckinsey & Co for a couple years doing restructuring and transformation. His resume is concentrated on insurance and strategy. Really seems to be into innovation and fostering that. Think we'll come out on top with Vivek to spice things up and really take a stranglehold of our tech offering and get Link turned around for growth. Think we'll reap the rewards very soon with cash return from PEXA in the coming months as flagged in the results presentation, should be around the $600-700m mark seeing as that was the estimated value that Morgan had based on their stake. Meaning core business is being valued at around the $1.5 - $1.7b mark, which is undervalued at the moment I reckon.
