Been holding it for abit as been buying out of cycle. Don't post on this ticker much but really you have to be pretty naive to think with a customer and revenue base of that size with its business model it will stay down forever. $200m valuation was a joke. But thats what the market does sometimes they overly reward on the way up and overly smash on the way down. Will eventually find a middle ground sooner or later I think 3-5x revenue is fair - about $400-600m.
Ann: Appendix 4E and FY23 full-year results, page-6
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