The Q4 revenue figures were way above my forecast. We don’t yet have a breakdown between volumes and prices, but the company has focused on its online retail sales as underlying robust pricing. That’s very positive for the future of the business - pricing power (aka Warren Buffet moats) is an essential element of an investment decision. The shares today look much cheaper than they did on Monday.
ATP Price at posting:
3.5¢ Sentiment: Buy Disclosure: Held
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