Without fully knowing the actuals for 1HFY23, we cannot comment too much. The biggest disappointment is in a credible management falling short on their forward estimates. We had become used to Gary and team delivering and that gave us confidence. But this year a few hurdles have been missed and that is pause for reflection. Personally, I think he now has the stage to show his true capability. How he executes his strategy to make up lost ground will be the true sign of his ability. I believe he is up to the task. I do understand his frustration in trying to monetize a free financials newsletter/information format. The ability to cross sell is perhaps less than first imagined and publicity exposure doesn't always convert to dollars.. I hope I am wrong,
SEQ Price at posting:
55.0¢ Sentiment: Hold Disclosure: Held
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