I'm considering whether to get back in.
The industry is major thematic play globally (except in Victoria, ironically)
and the company has a reliable history.
Surely the reason for the poor performance, both in SP and in earnings, is because of ongoing restrictions in the still corona-stricken Malaysia.
This will pass, but will some customers, needing supply, have moved onwards by the time that occurs?
It is promising that Tritium renewed contracts though.
The problem for me with investing here is that I have no idea what is going on in Malaysia.
Perhaps the large investor offloading today had a better idea?
2021 Discussion, page-77
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