I have to agree unless there is something they have not said, it now seems very oversold. I am definitely underwater but adding to my position, albeit not cashed up right now. but averaging down to 60c is the goal.
The reason I am doing this is the next real "test point" and that is going to be February 2026 with FY26 H1 results, is it true that the slowdown is a "blip" or a bigger issue and this is a new norm. Goes without saying if they are back on track I think significant upside will be possible. If they continue to be lower performance then I think there is limited downside as it is fully priced in.
thats my 2 cents anyway .. Just changed my rating to Buy
COS Price at posting:
45.5¢ Sentiment: Buy Disclosure: Held
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