SPECULATION - When the news eventually drops that management has achieved the same type of arrangement with the UK gov. For rollout as they have in Aus. Sentiment will shift. I suggest this possibility only because businesses which find a successful strategy generally try to reproduce them rather than repeatedly dream up a new one.
no denying the market cap is currently high but markets are forward looking and picking exact tops and bottoms can be hit or miss.
IMO etc.
No confidence, page-163
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