AVA chart, page-393

Volume has been up over the last 3 days and it has fallen ~11% in that time......can't get my head around the fact that it now has an enterprise value of ~87m (at ~41c), and it generated a NPBT of 3.4m in the logistic business alone in 1H (arguably that business alone should be worth ~80m).

I guess the rational thing to do is ignore the noise and wait out the 3-3.5 mths for FY results (mgmt have already signalled that Aura IQ will have little impact on FY2021 and my sense is that this stock is so unloved that outside of a 8 figure contract value, nothing is going to move the price back to where I see some decent value assigned to the business)