IRI 2.24% 65.5¢ integrated research limited

deteriorating IRI, page-5

  1. 291 Posts.
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    If you showed me this chart without any other information:
    https://hotcopper.com.au/data/attachments/4420/4420891-be34aae8e91a0c4915499025ea79d9ec.jpg


    I'd guess this to be an exceptionally high quality company that's just had a bad year, and that $2 (on whatever bad news depressed its 2021 earnings) might be a steal for it. Somewhat incredibly we now find it at 42c. NTA at December was 32c.

    Either this business is broken, or the brave folks getting in now will make a killing.


 
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