Ann: FY23 Trading Update, page-257

best of luck, I can't run concentrated portfolio's too risky.
My total position is significantly less than 100,000 units.
Hence my lack of concern as to whether price weakness is tax loss selling, or selling because someone knows something that the market doesn't.

We will find out in August with the results.

Yes the march update was good, but there has been no June pre-results announcement update. This can be viewed as good and bad. Good, because hopefully the march update has carried forward, bad, in times gone past DGL has given the perception of things going well, only for the period end financials to prove something else.

I am also personally hoping that price weakness is a result of previous owners being bought out, exiting their share positions. (ie nothing to do with fundamentals).

Again we will see with greater clarity in August when the results are published.